Our US Tax Filing Services
Below are some tax filing packages for some of the more common situations and additional requirements. Not sure which suits you best? Get in touch! Transparency extends to our fees, so you have the peace of mind of knowing the cost upfront.
Professional
£799
Tax return for a US individual living in the UK
Filing status Single, Married Filing Separately, or Head of Household
Includes forms:
1040, Schedules 1,2,3,A,B,D
1116 Foreign Tax Credit
2555 Foreign Earned Income
6251 Alternative Minimum Tax (AMT)
8812 Credits for Qualifying Children and Other Dependents
8960 Net Investment Income Tax
FBAR and Form 8938 Statement of Specified Foreign Financial Assets
And all supporting forms
Expat
£1,199
Tax return for a US individual with additional requirements
Filing status Single, Married Filing Separately, or Head of Household
Includes everything in “Professional” bundle, plus:
Complete filing for one dependent
One state filing
One Form 8621 Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund (PFIC) OR 5471 Information Return of U.S. Persons With Respect to Certain Foreign Corporations
8992 U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI)
Expat Family
£1,499
Tax filing for a US family living in the UK
All filing statuses, including Married Filing Jointly.
Includes everything in “Expat” bundle, plus:
Spouse included
Second dependent filing
NRA Investor
£1,299
Tax filing for a Non-US person to reclaim tax withheld on investments
All filing statuses
Includes forms:
1040-NR
Three State filings
Three forms 8621 Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund (PFIC) OR 5471 Information Return of U.S. Persons With Respect to Certain Foreign Corporations
And all Supporting forms
Additional Forms
State filing: £199
Dependent tax return: £249
Form 8621 Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund (PFIC): £199
Information Return of U.S. Persons With Respect to Certain Foreign Corporations: £249
30% Discount for “out-of-season” filings, if your deadline falls in the months of November to February.
Don’t see your specific need listed above? We can craft a package to accommodate you. Get in touch!