Fee Schedule

US Persons Living in the US

Minimum tax preparation service fees are:

  • For single individuals:  $600+

  • For families:  $750+

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

US Expatriates and Foreign Nationals

Minimum tax preparation service fees are:

  • For single individuals:  $800+

  • For families:  $950+


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

Annual Tax Consulting Services

For current tax preparation clients, this optional service package includes:

o   Projection of current year tax liability to guide decisionr about quarterly estimated tax payments

o   Assistance with adjusting withholding, if required

o   Year-end tax planning consultation, including updated tax projection

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.

 
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