Pricing

Form 5471 pricing (per foreign Corporation, per tax year)
TierBest ForStarting Fees
5471 BasicCategory 5 only; no GILTI/Subpart F/E&P modeling$1,500
5471 + GILTICategory 4/5 with GILTI (incl. coordination like Form 8992 as needed)$2,500
5471 + Subpart F / E&PSubpart F and more robust E&P-related schedules$3,500
Additional CFCEach additional controlled foreign corporation$2,000 each
Complex / tieredTiered CFCs, check-the-box, restructures, multi-year fixesCustom quote
US tax return preparation (starting fees)
Return typeStarting Fees
Individual (Form 1040)$750+
1040 NR$1000+
1040 / 1040NR + F par+8938$1500+
S Corporation (Form 1120S)$2,600+
Partnership (Form 1065)$2,600+
C Corporation (Form 1120)$2,600+
Trust/Estate$1,250+
Gift Tax Return$600+
Monthly bookkeeping packages (starting fees)
PackageIncludesStarting fee
Bookkeeping CoreMonthly categorization + bank/CC reconciliations$600/mo+
Bookkeeping + Quarterly Tax SupportCore + quarterly tax projection + quarterly review meeting$995/mo+
Bookkeeping + Monthly Tax SupportCore + monthly tax projection + monthly review meeting$1,550/mo+
Tax planning (starting fees)
Planning serviceStarting fee
Tax projection (one-off)$1,250+
Initial tax plan setup$2,500+
Common add-ons
Add-onStarting fee
Additional state returnFrom $300/state
Cleanup / catch-up bookkeepingFixed quote or hourly (e.g., $150/hr)
Payroll coordination (if not included)From $150/mo+
2555 foreign and income exclusion$500+
Foreign tax credit modeling / elections analysis (if needed)From $900+
Multi-currency mapping / data cleanupFrom $500+
Late filing / reasonable cause support (if needed)From $750+
Bundled offers
BundleWhat’s includedStarting fee
Compliance Only (Annual)Annual business return + any required international formsStarting at $2,600+ + Form 5471 tier
Fractional Accounting + Tax (Monthly)Monthly bookkeeping package + annual return$600–$1,550/mo+ + $2,600+ annual return
Cross-Border Compliance (US + Foriegn)Bookkeeping + tax support + annual return + Form 5471$995/mo+ + $2,600+ + $2,500+ (5471)

Note: *These are the starting prices. Fees are subject to adjustment based on factors such as volume, complexity, tax profiles, and unique client circumstances.

💬