Overseas Tax Services

US Income Tax Preparation for Americans Living Abroad

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Price List – Filing Season 2018

Prices effective January 1, 2018. (Unchanged from 2017!)

Basic singles’ package

One 2016 Form 1040
Schedule B (Interest and Ordinary Dividends)
One Form 2555 (Foreign Earned Income)
Cost: $300

Basic couples’ package

One 2016 Form 1040
Schedule B (Interest and Ordinary Dividends)
Two Forms 2555 (Foreign Earned Income)
Cost: $335

State returns

Cost: $75-$135 per state, depending on state and tax situation

Price List

For other forms and schedules, check the price list at the bottom of this page.

Special Offers and Notices

Early-Bird Discount!

Submit all paperwork by March 1 and save 10%. (Completed questionnaire and all supporting financial information must be received by the deadline to qualify.)

Note:

A 10% rush fee will be applied if paperwork is not complete three weeks before your taxes are due. This will increase to 20% two weeks before the deadline and 30% one week before the deadline.

Referral Bonus

Tell your friends about OTS. For each friend who signs a contract and completes a return with OTS, save $30 on your return.

Amendments

Paid the wrong amount of tax previously because you or your previous preparer made a mistake? OTS will amend prior year returns and make all necessary corrections for you. Generally priced starting at $250, depending on the complexity of the changes necessary.

Printed Returns

OTS will normally provide your completed, signed return as a PDF computer file. If you prefer to receive a printed copy, we can print and courier it to you. There is a $50 printing fee for this service, plus courier charges. For reasons of security and efficiency, we will not send materials through the international mail.

Additional Options

See the Price List below for rates on additional forms.

No unpleasant surprises. Final price quoted up front and agreed to in writing.
Payment can be made by US check or online via credit card or bank transfer through PayPal.


Price List

Form/Schedule  Description Price (each)
Form 1040 Individual income tax return $215
Schedule A Itemized deductions From $60
Schedule B Interest and ordinary dividends From $25
Schedule C Profit/Loss from business From $80
Schedule C-EZ Net profit from business $50
Schedule D/ Form 8949 Capital gains and losses From $45
Schedule E/Form 8582 Supplemental income and loss/Passive Activity Loss (Rental property) From $120
Schedule EIC Earned income credit $25
Schedule SE Self-employment tax $15
Schedule ES Quarterly estimated tax calculation $45
1116/1116 AMT Foreign tax credit From $120
2106 Employee business expenses From $65
2441 Credit for child and dependent care expenses $50
2555/2555-EZ Foreign earned income exclusion $85
3115 Change in accounting method From $120
3903 Moving expenses $50
4562 Depreciation and amortization From $85
4797 Sales of business property From $85
5329 Additional taxes on qualified plans (including IRAs) and other tax-favored accounts $75
5695 Residential Energy Credits $45
6251 Alternative minimum tax From $60
8283 Noncash charitable contributions $30
8582 Passive activity loss $60
8606 Nondeductible IRAs $75
8615 Tax for children under age 18 with investment income $65
Schedule 8812 Additional child tax credit $25
8814 Parents’ election to report child’s interest/dividends $65
8829 Expenses for business use of your home From $65
8839 Qualified adoption expenses From $65
8863 Education credits $45
8889 Health Savings Accounts (HSAs) $65
8917 Tuition and fees deduction $45
8938 Statement of specified foreign financial assets From $110
8960 Net Investment Income Tax From $35
8962 Premium Tax Credit $65
8965 Health Coverage Exemptions From $25
FBAR (FinCEN 114) Report of foreign bank and financial accounts (accts with aggregate value over $10,000) From $45
1099-MISC Miscellaneous income (issuance to contractors) $35
W-4 Employee’s Withholding Allowance Certificate $30
2350/4868 Applications for extensions to file $35 ($55 if rush)
State return From $75
Printing fee (if you wish paper copies of your returns, rather than PDF computer files) $50 plus courier charges
Research fee (for unusual or specific issues requiring consultation with our professional research service) From $65
Consulting time (Responses to IRS correspondence, “what if” scenarios, etc., beyond a
straightforward, one-shot answer.)
$125/hour
Processing fee (for very disorganized documentation, excessive requests for information
(either from you, or from me if I have to send you multiple requests for the same information), etc.)
From $40
Referral bonus $30 off
Survey bonus $10 off
Testimonial bonus $30 off
Early-bird discount (file complete by March 1) 10% off
Rush fee (file complete less than 3 weeks before return is due) 10% – 30% added

OTS reserves the right to adjust these prices in individual situations. But again, your final price will be quoted up front and agreed to in writing.

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