About · Fees
Fixed fees. Quoted up front. No surprises.
Indicative starting prices below. Every engagement is confirmed with a written scope and fee before any work begins — and the fee in your engagement letter is the fee, full stop.
Starting prices
Four common engagement shapes.
Most clients land in one of these four. The exact fee depends on the documents — the figures below are the floor for each category, with add-ons listed further down.
Simple expat 1040
Single filer, UK employment income
The standard package for a US citizen or Green Card holder living in the UK with straightforward employment income.
- Form 1040 with FEIE or Foreign Tax Credit modelling
- FBAR (FinCEN 114) where required
- Schedule B and Form 8938 if thresholds are met
- EA representation on any IRS notice that follows
- Plain-English commentary on every position taken
Expat with investments
ISAs, OEICs, brokerage, UK pensions
When the UK side has more than a current account — ISAs and unit trusts trigger PFIC rules, pensions need treaty disclosure.
- Everything in Simple expat 1040
- PFIC reporting (Form 8621) per holding
- Treaty disclosures (Form 8833) on UK pensions
- Form 8938 with full asset detail
- QEF / mark-to-market election guidance
Streamlined catch-up
Multi-year non-filers wanting back into compliance
Three years of returns + six years of FBARs + the non-willfulness narrative. Scoped per case based on document availability.
- 3 years of Form 1040 with all schedules
- 6 years of FBARs
- Form 14653 non-willfulness certification
- Reasonable-cause narrative drafted with you
- Streamlined-procedure submission and IRS follow-up
Business tax
LLCs, partnerships, S-Corp, C-Corp, Form 5471
Cross-border business filings — entity selection, K-1 distribution, foreign-shareholder structures. Priced per filing and complexity.
- Federal business return (1120 / 1120-S / 1065)
- State returns where nexus exists
- K-1 issuance for partners / shareholders
- Form 5471 / 8865 / 8858 for foreign entities
- Entity-election filings (2553, 8832) when needed
Add-ons
The line items that show up most often.
- Additional PFIC holdings
- £90 / holding
- State return
- £150 / state
- Form 5471 (foreign corporation)
- from £450
- Amended return (Form 1040X)
- from £400
- IRS notice response
- Included on returns we filed
Each Form 8621 after the first.
California, New York, etc — added per state where required.
Per category-of-filer treatment.
To capture missed credits, treaty positions, or prior-year errors.
Charged separately at hourly rates only on returns prepared by another firm.
All fees exclude UK VAT (currently 20%). Add-ons are quoted in your scope document before any work begins.
Fee FAQs
The questions we get most about pricing.
Request a quote tailored to your situation.
Most quotes are back to you within 2 working days. The quote is the floor; the fee in your engagement letter is the fee.