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WANDERLUST TARIFF

US Tax Preparation for Expats with US Filing Obligations

SERVICES

Available Now

$150

Tax Consultation - 30 min

 

If you just need some input on your own personal tax situation but generally know the basics, our service can help you take the next step in whatever tax situation you're considering.

 

Any amounts charged for tax consultation services can be 50% applied toward future tax return preparation services.

Basic - $499

The Minimum Plan

 

  • Tax return prep (single employment income source)

  • Form 1116 - Foreign Tax Credit

  • Form 2555 - Foreign Income Exclusion

  • Schedule B - Interest and Dividends (up to 3 accounts)

Standard - $799

Right for Most Taxpayers

 

The Basic Plan, plus:

  • One additional employment income source

  • Annual FBAR filing (up to 3 accounts)

  • Schedule B: 2 additional accounts

  • Schedule D - Capital Gains and Losses (up to 2 accounts)

Add-Ons

Other Tax Needs

 

Prices available upon request for:

  • Added employment income sources

  • Added FBAR account reporting

  • Schedule A - Itemized Deductions

  • Schedule B: additional accounts

  • Schedule D: additional accounts

  • FATCA Reporting

  • Form 5471 (limited)

  • Form 14653 Streamlined Foreign Offshore Procedure

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WHY WE DO IT

We get it. Because like us, you moved to Germany to enjoy an unparalleled exposure to international culture, try your hand at working abroad, or maybe just eat Schnitzel whenever possible.

But along the way you learned that you still had US tax reporting obligations, and terms like FBAR, FATCA, foreign-earned-income tax credit, or PFIC started popping up. Having to pay taxes while living abroad is almost like an added cost, or tariff, on your dreams, your Wanderlust.

This is where we can help. For a flat fee that will apply to most situations, we'll take the guesswork out of your annual filing requirements and give you peace of mind. No one wants to be on the wrong side of the IRS. Let us help you get and stay compliant.

CONTACT US

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Contact us to ask for clarification, make a comment, or book your preferred tax preparation package today. If requesting to book a tax prep package, please specify your selection in your email. Please provide us with as many relevant details as you can, so we are prepared to answer all of your questions. We look forward to speaking with you soon!

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