Fee Schedule

US Persons Living in the US

Minimum tax return preparation fee is $800.

Actual fees vary depending on complexity.

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.

Fees include two hours of time related to cross-border reporting issues. Beyond two hours, time will be billed at $200/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 $200 per hour.