Fees
In most cases we expect to be able to honour the below quotes. Please note that due to the fact almost every tax return and situation is unique in many ways, prices below are indicative.
We accept payment by bank transfer, Apple Pay, Google Pay and Stripe card payments (Amex, Visa, Mastercard).
US Tax Returns
Low complexity Federal returns - £450 + VAT
A return of this type might include a single employment or self employment, a basic FBAR, a few Schedule B items (interest/dividends etc.) along with standard double taxation management.
Medium complexity Federal returns - £700 + VAT
A return of this type might include multiple employments and self employments or mixed sources of investment income and capital gains with more involved double tax credits. It may include a simple form 5471.
Higher complexity returns attract a bespoke price & quotation.
State returns - £250 + VAT each
Other Services
IRS Streamlined Offshore Procedures Filing - from £1,700 + VAT
To include 3 Federal tax returns, 6 FBARs, associated filings and assistance with the non-willful statement preparation.
Worldwide Disclosure Facility (UK) returns - from £2,100 + VAT
To include 4 - 6 UK tax returns or computations, and the associated disclosure process which includes taking over correspondence with HMRC.
Standard written advice (memorandum) - from £1,350 + VAT
A standard form of written advice may cover arrival reports, departure reports, pension taxation based on distribution types, discussions of controlled foreign corporation issues, etc.
Complex multi tier advice attracts a bespoke price and quotation.
This would typically involve a lengthy report discussing multiple US and UK tax issues along with good practice discussion points and future tax management.
Specialist returns - from £700 + VAT
E.g. Form 1041 (active estates and trusts), Form 706 (gift tax return), Form 709 (estate tax return), Form 709-NA (non-resident estate tax return)
UK Tax Returns
Low complexity UK returns - £325 + VAT
A return of this type might include a single employment or self employment, residence pages to report foreign status if applicable, and a small amount of offshore income.
Medium complexity UK returns - £550 + VAT
A return of this type might include multiple employments and self employments and/or mixed sources of offshore and onshore investments.
Higher complexity returns attract a bespoke price & quotation.
