Steuern & Taxes LLC
US Domestic & Expat Tax Services
Fee Schedule
US Persons Living in the US
Minimum tax return preparation fee is $800.
Actual fees vary depending on complexity. Minimum fee includes up to six hours of professional services. If the complexity of the tax return requires additional time, this will be billed at $200 per hour.
Fees include:
Extension, if required
Electronic filing, if eligible
Quarterly estimated tax payment vouchers based on prior year safe harbor method, if needed
Entity Tax Returns
Trusts and estates: starting at $800
Corporations, S-corporations, partnerships: staring at $1,200
US Expatriates and Foreign Nationals
Minimum tax return preparation fee is $1,200.
Actual fees vary depending on complexity. Minimum fee includes up to six hours of professional services. If the complexity of the tax return requires additional time, this will be billed at $200 per hour.
Cross-border issues include (for example) calculating and reporting foreign-source income, deductions and tax credits, determining resident filing status, and preparing Form 1116, Foreign Tax Credit, and Form 8938, Specified Foreign Financial Assets, etc.
Foreign Bank Account Reports (FinCEN 114): $400+ each
Form W-7, Application for Individual Taxpayer Identification Number (ITIN): $400
Year End Tax Consulting Services
For current tax preparation clients, this optional service package includes:
o Projection of current year tax liability to guide decisions about quarterly estimated tax payments
o Discussion of any tax planning opportunities that may apply
o Assistance with adjusting withholding, if required
Starting at $600, depending on complexity
These services will be provided at no additional cost for clients of Soaring Wealth LLC.
Other Tax Services
Additional services include providing advice, answers to questions, research, consultations, and addressing matters involving the Internal Revenue Service or other tax authorities.
Such services will be billed at $250 per hour.
I offer tax consultations to other financial advisors and/or their clients on cross-border situations, equity compensation, and other issues, but will not take such clients on for tax preparation.
Such services will be billed at $450 per hour.