Plans Built for Your Journey!
Plans & Pricing
Annual plans are based on the complexity of your Federal tax return and your consulting and advisory needs. Rates exclude VAT / sales tax.
Tax Compliance
Best for employees with consistent income, one or more investment accounts, and those who prefer to add on consultations as needed.- 15 minute initial consultation
- Standard Tax Return
- 1 State Tax Return
- Automatic extension to October 15th
- 5 Federal Bank and Asset Reporting (FBAR)
- Analysis of IRS or state letters
- E-filed returns and electronic copies for your records
Tax Advisory
Best for entrepreneurs, property owners, employee stock plans, and foreign pensions and those who want to have an annual review of their tax situation.- 15 minute initial consultation
- Premium Tax Return
- 1 State Tax Return
- Automatic extension to October 15th
- 10 Federal Bank and Asset Reporting (FBAR)
- Analysis of IRS or state letters
- E-filed returns and electronic copies for your records
- Tax return live or video review
- Up to 1-hour of expert guidance, research, or analysis in the off-season— customized to your needs.**
Tax Strategy
Best for shareholders of closely held foreign corporations or partnerships or those who want priority access to advisory services.- 15 minute initial consultation
- Complex Tax Return
- 2 State Tax Returns
- Automatic extension to October 15th
- unlimited Federal Bank and Asset Reporting (FBAR)
- Analysis of IRS or state letters
- E-filed returns and electronic copies for your records
- Tax return live or video review
- Up to 1-hour of expert guidance, research, or analysis in the off-season— customized to your needs.**
- Annual tax strategy session
- Priority service & “Skip the line” review
Executive Package
Our most elite service level, for clients who need year-round, priority access and who want to combine fees for returns for multiple family members or businesses. Contact for pricing.
Tax Consultations
€225* per 30-minute session (€450*/hr)
Our 30-minute tax consults support U.S. taxpayers worldwide with customized advice based on your situation.
Topics we frequently cover include:
- Reviewing prior year U.S. tax returns for errors or missed opportunities
- Tax planning for major events like stock sales, home sales, or business divestments
- Planning for the U.S. tax impact of future retirement income, including foreign pensions and Social Security
- SEP IRA or Solo 401(k) contribution planning and optimization
- Gift and estate tax strategies, including for clients with international ties
We tailor the session to your needs—ideal if you’re navigating complex decisions or want a second opinion.
In some cases, additional time may be required outside of the session for follow-up work such as estimated tax calculations or scenario modeling. If so, we’ll let you know in advance and provide a cost estimate.
Pricing Frequently Asked Questions
Below you can find answers to questions we get regularly. If anything is not entirely clear, please feel free to reach out!
Can I book consulting time separately?
Yes, you can book 30 minute consulting calls via the appointment scheduler.
CAN YOU HELP ME CHOOSE A SERVICE TIER?
Of course! Our team can determine which tier is right for you by discussing your tax return complexity. Talk to our team for help choosing a tier.
What is the difference between Federal Tax Returns categories?
The Federal tax return categories are based on the IRS forms required to complete your return. The Standard category will include all standard expat forms including foreign tax credits and foreign earned income exclusion. Premium includes small businesses and rental properties. Complex returns are those with shareholders of foreign corporations or other foreign investments.
I am late on filing returns, do you offer package deals?
We can evaluate your return to determine if you need specialized Streamline Filing Procedures, which we can offer in a bundled deal. Talk to our experts.
When do I need to pay?
For most clients, payment is due after you’ve reviewed and signed your return. Your invoice can be paid electronically and needs to be submitted before we file the return.
Does the price include sales tax?
Sales tax or VAT is charged based on the residential location of the client and is not included in the prices above. VAT will be added as required in the local jurisdiction of the client.
*Rates do not include VAT / sales tax. VAT will be added as required in the local jurisdiction of the client.
**Must be used in the applicable tax year. No carryovers.