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Additional Forms

That May Be Required

Additional Forms

Non-flat fees list

Description Price
State Return $150
Non-Resident Return (Form 1040NR) - includes one W-2 $450
1040NR - Each U.S. tax form (additional W-2, 1099 of any kind, 1042-S) $50
Financial Accounts for FBAR/FATCA after 5 $10
per
Interest / Dividend / Brokerage Transact. after 10 $5
per
Summary of Multiple Brokerage Transact. by Type $50
per
Depreciation Schedule (after first) $25
per

Rental property

Form Description Price
Schedule E Additional Rental Properties (1 is included in the Premium package) $150
Form 4797 Sale of Rental Property $150
Form 8824 Like-Kind Exchange $350

Retirement plans

Form Description Price
Form 8606 Non-deductible IRA $150
Form 4972 Tax on Lump-Sum Distributions $200
Calculation of Taxable Portion of Pension Distribution (first time calculation) $200
Calculation of Taxable Portion of Pension Distribution (repeat years) $50

Financial transactions

Form Description Price
Form 8621 PFIC Income $150
(up to 3 forms; each additional $50)
Employer Stocks disposition/ Options / RSU (Restricted Stock Units) exercise $200
Form 4952 Investment Interest Expense Deduction $75
Form 6781 Section 1256 - Contracts and Straddles $200
Form 6252 Installment sale $100

Gift/tax returns

Form Description Price
Form 1041 U.S. Trust Return $600
Form 709 U.S. Gift Tax Return $250
Form 3520 Distributions from Foreign Trust $200
Form 3520-A Annual Information Return of Foreign Trusts $350

Streamlined offshore procedure assistance

Form Description Price
Form 14653 Certification by U.S. Person Residing Outside of the United States for Streamlined Foreign Offshore Procedures $300
Form 14654 Certification by U.S. Person Residing in the United States for Streamlined Domestic Offshore Procedures $500

Corporations

Form Description Price
Form 5471 Base price $600
Each additional schedule for other partners; Schedule I (one fee for I and I-1 together), J, P, M $100
Sec 965 Transition Tax $500
Sec 962 Calculations with election $500
GILTI Income Calculations $600
Subpart F Income calculation $250
Second form 5471 For related company. Related companies are companies that do not have an arms-length relationship (e.g., a relationship involving independent, competing interests). This could be due to both companies being part of the same business group or stem from family or personal ties between officials of two companies. 50%
discount
Dormant Corporation $100
Form 1120-S (Includes State) U.S. S-CORPORATION $800
Form 1065 U.S. PARTNERSHIP $600
Form 926 Transfer of Property to Foreign Corporation $150 / $300
$150 (cash) / $300 (other assets)
Form 1120F Income Tax Return of a Foreign Corporation $800
Form SS-4 EIN application $100
Form 8832 Entity Classification Election (timely filed) $150
Form 8865 Foreign Partnership $600
Form 8858 Foreign Disregarded Entity $600

PLEASE NOTE that there are no 'almost-dormant' corporations (just like one can not be almost pregnant). Failure to meet one condition would make it non-dormant and require preparation of a complete Form 5471.

Miscellaneous forms

Form Description Price
Form 1045 NOL Carryback $150
per year
Foreign Tax Credit carryover calculations (from non-TFX return) $125
Form 1040C Sailing Permit $400
Form W-8BENE US Tax Withholding Certificate for Foreign Entity $300
W-8BEN Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) $150
Form 4852 Substitute form for U.S. income $125
Forms 1099-C, 1099-A Income from Cancelled Debt $100
Home Sale Worksheet Sale of personal home $100
Form 8275 Disclosure Statement $150
Recapture of FEIE for prior years $100
Schedule C Self-Employment Income (1 is included in the Premier package) $150
Schedule F Farm Income $150
Form 4835 Farm Rental Income and Expenses $150
Local (City, County) Tax Return $250
Form 8839 Adoption Expenses $150
State-dependent State Unincorporated Business Franchise Tax $250
Form 8379 Injured Spouse Allocation $150
Form 982 Discharge of Indebtedness $150
Form 5965 Residential Energy Credit $150
Form 8936 Qualified Plug-In Electric Drive Credit $150
Form 8833 Treaty-Based Return Position Disclosure $150
Form 3115 Change in Accounting Method $250
Form 2350 Extension to file after October 15th FREE
(requires 350 retainer)
Schedule H Household Employment Taxes $100
Form 5472 Foreign-owned US Disregarded Entity $600
Pro-Forma 1120 Pro-Forma 1120 to be filed with Form 5472 $100
Form 8594 Asset Acquisition Statement $100
Sec 199A deduction Qualified Business Income of passthrough entities $500
Form 2106 Employee Business Expenses $100
Form 1095-A Health Insurance Marketplace Statement $100
Form 8801 Credit for Prior Year Minimum Tax $150
Form 8962 Premium Tax Credit $100
Schedule K-1 Partnership Share of Income (1 is included in the Premier package) $100
Schedule K-1 with disposition of partnership interest $150
Form W-7 Application for IRS ITIN $150
Form 8814 Interest and Dividends for child on parent's return $75
Kiddie Tax Return If child needs separate return (capital gains only) %50 discount from regular tax return. If other income - priced regularly
Form 8615 Tax for Certain Children Who Have Unearned Income $150

Communication with the IRS & third parties

Form Description Price
Form 114a Record of Authorization to file FBAR $50
Form 9465 Installment Agreement $150
Form 2210 Add Penalty waiver request $150
Form 433-A Collection Information Statement for Individuals $250
Form 2848 Power of Attorney $250
Form 8854 Expatriation Statement - if client is not a 'covered expatriate' (net worth below $2M). Hourly Service if above $2M $400
Form 8802 Application for United States Residency Certification $400
TFX Letter to third parties $50
if emailed to client;
Phone Calls with Third Parties (lawyers, mortgage brokers, etc) $200
up to 30 minutes
U.S. Tax Preparer Notification & Certification for Foreign Bank Account Holders $150

Forms Included In Core Package

Form Description
1040 Individual Income Tax Return
1040-ES Estimated Tax for Individuals
1040 EDEXP (1098-T) Education Expenses Worksheet (1098-T Wkst)
1099DIV (WORKSHEET) 1099-DIV Dividends and Distribution Worksheet
1099G (WORKSHEET) 1099-G Government Payments Worksheet
1099INT (WORKSHEET) 1099-INT Interest Worksheet for Input
1099MISC (WORKSHEET) 1099-MISC Miscellaneous Income Worksheet
1099R (WORKSHEET) 1099-R Pension Worksheet
1116 Foreign Tax Credit (Individual, Estate, or Trust)
1116 AMT Foreign Tax Credit Alternative Minimum Tax
2210 Underpayment of Estimated Taxes
2555 Foreign Earned Income
3903 Moving Expenses
4137 Social Security and Medicare Tax on Unreported Tip
5405 Repayment of the First-Time Homebuyer Credit
5754 Statement by Person(s) Receiving Gambling Winnings
6251 Alternative Minimum Tax - Individuals
8582 Passive Activity Loss Limitations
8863 Education Credits
8880 Credit Qualified Retirement Savings Contributions
8917 Tuition and Fees Deduction
8919 Uncollected SS and Medicare Tax on Wages
8959 Additional Medicare Tax
2441 Child and Dependent Care Expenses
8960 Net Investment Income Tax
8965 Health Care Coverage Exemption
IRA/ROTH WORKSHEETS IRA/Roth Worksheets
SCH B (1040/1040A) Interest and Ordinary Dividends
SCH EIC (1040/1040A) Earned Income Credit - Child Information
SCH R (1040/1040A) Credit for the Elderly or the Disabled

Forms Included In Premier Package

Form № Name
1040 Individual Income Tax Return
1040-ES Estimated Tax for Individuals
1040 EDEXP (1098-T) Education Expenses Worksheet (1098-T Wkst)
1099DIV (WORKSHEET) 1099-DIV Dividends and Distribution Worksheet
1099G (WORKSHEET) 1099-G Government Payments Worksheet
1099INT (WORKSHEET) 1099-INT Interest Worksheet for Input
1099MISC (WORKSHEET) 1099-MISC Miscellaneous Income Worksheet
1099R (WORKSHEET) 1099-R Pension Worksheet
1116 Foreign Tax Credit (Individual, Estate, or Trust)
1116 AMT Foreign Tax Credit Alternative Minimum Tax
8965 Health Care Coverage Exemption
Form 2210 Underpayment of Estimated Taxes
2441 Child and Dependent Care Expenses
2555 Foreign Earned Income
3903 Moving Expenses
4137 Social Security and Medicare Tax on Unreported Tip
4562 Depreciation and Amortization
5405 Repayment of the First-Time Homebuyer Credit
5754 Statement by Person(s) Receiving Gambling Winnings
6198 At-Risk Limitations
6251 Alternative Minimum Tax - Individuals
8582 Passive Activity Loss Limitations
8863 Education Credits
8880 Credit Qualified Retirement Savings Contributions
8917 Tuition and Fees Deduction
8919 Uncollected SS and Medicare Tax on Wages
8959 Additional Medicare Tax
8960 Net Investment Income Tax
8396 Mortgage Interest Credit
8801 Credit for Prior Year Minimum Tax
8283 Noncash Charitable Contributions
Form 8829 Expenses for Business Use of Your Home
8949 Sales and Other Dispositions of Capital Assets
IRA/ROTH WORKSHEETS IRA/Roth Worksheets
SCH 8812 1040/1040A Child Tax Credit
Form 8889 HSA Account
SCH B (1040/1040A) Interest and Ordinary Dividends
SCH C (1040) Self-Employment Income
SCH D (1040) Capital Gains and Losses
SCH E (1040) PAGE 1 Supplemental Income and Loss Page 1
SCH E (1040) PAGE 2 Supplemental Income and Loss Page 2
SCH EIC (1040/1040A) Earned Income Credit - Child Information
SCH R (1040/1040A) Credit for the Elderly or the Disabled
SCH SE (1040) Self-Employment Tax