FEES & DESCRIPTION
Simple, Transparent Fees
We offer fixed fees for most tax returns. For unusually complex cases, fees may vary based on the time required. If you think your situation is special, we can provide an estimated preparation time for any IRS form.
Fast & Secure Filing
We e‑file all U.S. tax returns whenever possible. Once submitted, your return will be available for download in your Client’s Area.
Paper Filing When Required
If a paper filing is necessary, one certified‑mail shipment to you is included. You will receive an email with the mailing date and tracking number from the Spanish Postal Office. We will always provide a copy if the US Tax Return it if you request it to us.
Additional Shipments to you
Extra shipments are available upon request: €60 international.
U.S. TAX RETURNS – List of fees (VAT not included)
Our Accountants, Tax Preparer Professionals and Lawyers would be happy to answer any questions you may have or advise you on tax planning strategies. Set up an Appointment Online or by phone. The first consultation will be free.
The fee is for the current year Individual Federal Tax Return which includes the following Form 1040, with Forms 2555, 1116, Sch 1, Sch 2, Sch 3, Sch. A, Sch. B, Sch. C, Sch. D, Sch. E, Sch K-1′s, and all Bank Interest/Dividend entries, and all brokerage transactions. We do include Form 8938, if we have prepared the FBAR (FinCEN 114) for you. Please, let us know if you are required to file Form 8938, the main document, to compile with the FATCA regulations. In general, we will e-File the Tax Return whenever is posible.
Form 1040X. Only if we have already prepared the original 1040, will the fee be €330.00, otherwise the fee will be 465€.
For all our clients who have not filed their returns before June 1st, we will provide a 4-month automatic extension (until October 15th).
The fee is only 110€ if we have prepared the Federal 1040, otherwise the fee will be 330.00 €. Most States require to file State taxes if you have any income from that State, and if you live there for a period of time during the year.
For a 1065 Partnership, 1120 S-Corp, or 1120 C-Corp. Deadline is March 15th We also file the request for the 4 months’ automatic extension (until July 15th) upon clients’ request. We can also provide accounting services upon request of a budget.
According to our general rule that our fees are based on the time spent and complexity, we are ready to analyze, assess and answer any letter or communication received from the IRS and depending on the complication and the time spend we might charge up to 220,00€
If you need to come into compliance with your U.S tax obligations, you will need to file a Streamlined Foreign Offshore Procedure: We will prepare for you 3 years of Tax Returns and six years of FBAR at the same request and all documents needed. We are experts on helping expats get back on track! We have a special package to help you to join the IRS Streamline Procedure for €1,650.00, but it do not include neither any Form 8621 (PFICs) nor Form 5471 that you might need.
FinCEN 114 and Form 8938 are completely independent even if the data is very similar. The fees for the preparation of FinCEN 114 will be €130.00 for submitting a form with up to 5 elements, and €162.00 for up to 15 elements and from 15 to 25 elements will be €199.00. Form 8938 will be free if we have prepared the FinCEN of the calendar year. Do not hesitate to ask us for the preparation instructions and the help file that you can download FBAR and 8938 Clients data.
Generally, our clients will not need to file forms other than those included in our Federal and State tax return packages. However, for those who have more complex tax situations (those who own specific types of foreign companies) additional forms or schedules may be necessary. We will always let you know the cost before we begin preparing any document if it is different to the regular fee.
Form 8865 (Information Return of U.S. Persons with respect to certain Foreign Partnerships), Form 5471 (Information Return of U.S. Persons with respect to certain Foreign Corporations) and Form 5472 Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business.
Generally, our clients will not need to file forms other than those included in our Federal and State tax return packages. However, for those who have more complex tax situations, those who have invested in Foreign Mutual Funds, additional forms may be necessary. We will always let you know the cost before we begin preparing any document. We calculate the deemed capital gains of the Foreign Mutual Funds according to the FIFO, as requested by the IRS.
Form 8621 – PFIC (Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund) € 310.00 each form.
Tax identification number for the IRS. Either ITIN or EIN the fee will be € 250.00. We are Certified Acceptance Agents for the W7 in front of the IRS, since November 2024. We will verify and certify the applicant’s identity and foreign status documents, eliminating the need for the applicant to mail original, valuable documents (like passports) to the IRS.
Form 706 and Form 706NA the fee is €300.00. For the Form 706NR, only if the value of the decedent’s taxable assets in the United States exceeded $60,000 on the date of death, may have to pay inheritance tax.
Form 709, Form 709NR and Form 3520, Annual Return to Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts. Gift tax.
Form 8854, Expatriation tax provisions apply to U.S. citizens who have relinquished their citizenship and long-term residents who have ended their residency.
Form 8822 Change of address