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
- E-filing with IRS and FinCEN acceptance confirmations
- 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 package, ready to file
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
- £150 / holding
- State return
- £150 / state
- Form 5471 (foreign corporation)
- from £800
- Amended return (Form 1040X)
- from £450
- IRS notice response preparation
- Quoted per case
Each Form 8621 after the first; volume pricing for large fund portfolios.
California, New York, etc — added per state where required.
Single Category 4/5 filing; GILTI/NCTI computations and Section 962 elections quoted separately.
Per year amended — to capture missed credits, treaty positions, or prior-year errors.
We draft the written response and any corrected filing for you to submit. Priced once we have seen the notice and the return it relates to.
Fees are shown exclusive of UK VAT (currently 20%). VAT is added for clients resident in the UK; clients resident in the US are not charged VAT. Add-ons are quoted in your scope document before any work begins.
Consultations
When a written answer isn’t enough.
Our work is handled by email — it keeps everything documented and lets us give precise, considered answers. Where a matter genuinely needs a live discussion, we offer paid consultations, booked and paid in advance.
- Individual consultation
- £350
- Business consultation
- £550
30 minutes, by advance booking
30 minutes, by advance booking
Fee FAQs
The questions we get most about pricing.
Request a quote tailored to your situation.
We reply within 2 working days with the questions we need answered to quote accurately. The fee in your engagement letter is the fee.