Overseas Tax Services

US Income Tax Preparation for Americans Living Abroad

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Price List – Filing Season 2022

Prices effective January 1, 2022.

Basic singles’ package

One 2021 Form 1040 (including Schedules 1-3, as needed)
Schedule B (Interest and Ordinary Dividends)
One Form 2555 (Foreign Earned Income)
Cost: $345

Basic couples’ package

One 2021 Form 1040 (including Schedules 1-3, as needed)
Schedule B (Interest and Ordinary Dividends)
Two Forms 2555 (Foreign Earned Income)
Cost: $380

State returns

Cost: Generally $85-$150 per state, depending on state and tax situation. (May be higher if your state differs significantly from federal tax law.)

Price List

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

Special Offers and Notices

Referral Bonus

Tell your friends about OTS. For each friend who signs a contract and completes a return with OTS, save $35 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 $290, 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 $55 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. Note that some of these forms are obsolete as of the 2018 tax year, but could be needed for prior-year returns.

Payment can be made by US check or online via credit card or bank transfer.


Price List

Form/Schedule  Description Price (each)
Form 1040/Sch. 1-3 Individual income tax return $245
Schedule A Itemized deductions From $75
Schedule B Interest and ordinary dividends From $30
Schedule C Profit/Loss from business From $95
Schedule C-EZ Net profit from business $60
Schedule D/ Form 8949 Capital gains and losses From $50
Schedule E/Form 8582 Supplemental income and loss/Passive Activity Loss (Rental property) From $135
Schedule EIC Earned income credit $25
Schedule SE Self-employment tax From $15
Sec. 199A analysis Qualified Business Income analysis From $25
Schedule ES Quarterly estimated tax calculation $60
1116/1116 AMT Foreign tax credit From $135
2441 Credit for child and dependent care expenses $55
2555 Foreign earned income exclusion $100
3115 Change in accounting method From $135
4562 Depreciation and amortization From $100
4797 Sales of business property From $100
5329 Additional taxes on qualified plans (including IRAs) and other tax-favored accounts $80
5695 Residential Energy Credits $50
6251 Alternative minimum tax From $70
8283 Noncash charitable contributions $35
8582 Passive activity loss $70
8606 Nondeductible IRAs $85
8615 Tax for children under age 18 with investment income $80
8621 PFIC Reporting From $50
Schedule 8812 Additional child tax credit $25
8814 Parents’ election to report child’s interest/dividends $70
8829 Expenses for business use of your home From $75
8839 Qualified adoption expenses From $70
8863 Education credits $60
8889 Health Savings Accounts (HSAs) $65
8917 Tuition and fees deduction $60
8938 Statement of specified foreign financial assets From $120
8960 Net Investment Income Tax From $40
8962 Premium Tax Credit $75
8965 Health Coverage Exemptions From $30
8995 Qualified Business Income Deduction – Simplified Calculation From $50
8995-A Qualified Business Income Deduction From $75
FBAR (FinCEN 114) Report of foreign bank and financial accounts (accts with aggregate value over $10,000) From $55
1099-MISC/NEC Miscellaneous income (issuance to contractors) $40
W-4 Employee’s Withholding Allowance Certificate From $35
2350/4868 Applications for extensions to file $35 ($55 if rush)
State return From $85
Printing fee (if you wish paper copies of your returns, rather than PDF computer files) $55 plus courier charges
Research fee (for unusual or specific issues requiring consultation with our professional research service) From $70
Consulting time (Responses to IRS correspondence, “what if” scenarios, etc., beyond a
straightforward, one-shot answer.)
$140/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 $45
Referral bonus $35 off
Survey bonus $20 off
Testimonial bonus $35 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.

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