Choose A Plan That Works For You!

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.

*Rates do not include VAT / sales tax. VAT will be added as required in the local jurisdiction of the client. 

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.

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 and 50 minute consulting calls via the appointment scheduler.


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.