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Additional Forms That May Be Required

Form Number Fee Per Form
Full Year State Return
(Resident or Non-Resident)
Part Year State Return $150
Non-Resident Return Form 1040NR $450/$550
(over $100k)
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

Additional Rental Properties (after first) Schedule E $100 per
Sale of Rental Property Form 4797 $100
Like-Kind Exchange Form 8824 $350
Installment sale Form 6252 $100
Application for Change in Accounting Method Form 3115 $250

Retirement Plans

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

Financial Transactions

PFIC Income Form 8621 $150 (up to 5 accounts)
Extra accounts $25 per
Child's Interest and Dividends on Parent Return Form 8814 $75
Employer Stocks disposition/ Options / RSU (Restricted Stock Units) exercise $200
Investment Interest Expense Deduction Form 4952 $75
Section 1256 - Contracts and Straddles Form 6781 $200

Gift/Tax Returns

U.S. Trust Return Form 1041 From $300
U.S. Gift Tax Return Form 709 $250
Distributions from Foreign Trust  Form 3520 $250
Annual Information Return of Foreign Trusts Form 3520-A $300

Communication with the IRS & Third Parties

TFX Letter to third parties $50 if emailed to client;
$150 if we mail it to the third party.
Phone Calls with Third Parties (lawyers, mortgage brokers, etc) $200 up to 30 minutes
Installment Agreement Form 9465 $75
Collection Information Statement for Individuals Form 433-A $250
Power of Attorney Form 2848 $250
Initial and Annual Expatriation Statement Form  8854
U.S. Tax Preparer Notification & Certification for Foreign Bank Account Holders $150
Application for United States Residency Certification Form  8802 $400

Tax Forms for Individuals in U.S. Possessions

U.S. Tax Forms 4563/ 5074 $100
American Samoa 390 $350
GUAM 1040 $350
Puerto Rico 482 $500
U.S.V.I. 482 $350

Miscellaneous Forms

US Tax Withholding Certificate for Foreign Entity Form W-8BENE $300
Substitute form for U.S. income Form 4852 $125
Income from Cancelled Debt Forms 1099-C, 1099-A $100
Sale of personal home Home Sale Worksheet $100
Disclosure Statement Form 8275 $50
Substitute form for U.S. income Form 4852 $125
Recapture of FEIE for prior years $100
Farm Income Schedule F $100
Farm Rental Income and Expenses Form 4835 $100
Self-Employment Schedule C $100
Local (City, County) Tax Return $100
Adoption Expenses Form 8839 $100
HSA Account - no surcharge if no contributions to plan. If contributions were made - Form 8889 $75
State Unincorporated Business Franchise Tax State-dependent $250
Injured Spouse Allocation Form 8379 $100
Discharge of Indebtness Form 982 $100
Treaty-Based Return Position Disclosure Form 8833 $100
Change in Accounting Method Form 3115 $250
Extension to file after October 15th Form 2350 Free - requires $350 retainer
Entity Classification Election Form 8832 $100
Household Employment Taxes Schedule H $100
Foreign Partnership Form 8865 $600
Foreign Disregarded Entity Form 8858 $600
Asset Acquisition Statement Form 8954 $100
Employee Business Expenses Form 2106 $100
Premium Tax Credit Form 8962 $100
Schedule K-1 $50
Schedule K-1 with disposition of partnership interest $150
Application for IRS ITIN Form W-7 $100
Interest and Dividends for child on parent's return Form 8814 $75
If child needs separate return (capital gains only) Form 8615 %50 discount from regular tax return. If other income - priced regularly

Streamlined Offshore Procedure Assistance

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

Foreign Corporation Form 5471

Form 5471 base price $500
Each additional U.S. shareholder reported on same form $50
Subpart F income calculation $200
Second form 5471 for related company 50% discount
Dormant Corporation
(meaning there was no activity during the year).
Please note that there are no 'almost-dormant' corporations (just like one can not be almost pregnant). Any business activity occurring during the year would make it non-dormant and require preparation of a complete Form 5471.
Final 5471 with distribution of previously untaxed income $1000

Forms Included in the Flat Fee Package

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
2555 Foreign Earned Income
3800 General Business Credit
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
8283 Noncash Charitable Contributions
8396 Mortgage Interest Credit
8582 Passive Activity Loss Limitations
8801 Credit for Prior Year Minimum Tax
8863 Education Credits
8880 Credit Qualified Retirement Savings Contributions
8903 Domestic Production Activities Deduction
8912 Credit to Holders of Tax Credit Bonds
8917 Tuition and Fees Deduction
8919 Uncollected SS and Medicare Tax on Wages
8949 Sales and Other Dispositions of Capital Assets
8959 Additional Medicare Tax
2441 Child and Dependent Care Expenses
8960 Net Investment Income Tax
SCH A (1040) Itemized Deductions
SCH B (1040/1040A) Interest and Ordinary Dividends
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
SCH 8812 (1040/1040A) Child Tax Credit