Cost of Expat Tax Return Preparation & ITINs

U.S. Expat Tax Preparation Fees

Expat Filing Package - Starting at $750. 

Designed for expats who value consistent, senior-level attention and clean, defensible filings. All work is handled personally by me from start to finish—your case is never delegated or transferred to junior staff. I intentionally maintain a small client roster to ensure prompt communication and careful, thorough work, and I accept only a limited number of new clients each year.

Typically includes:

• Federal Form 1040

• FEIE (2555) or FTC (1116)

• Secure document upload portal (TaxDome)

• Direct communication with the preparer

Common add-ons (quoted as needed):

• State return (NY/CA residency & sourcing analysis)

• FBAR (FinCEN 114)

• Form 8938 – Statement of Specified Foreign Financial Assets

• Foreign entity reporting (5471, 8865, 8858, etc.)

• PFIC reporting (8621)

You will receive a fixed fee quote after intake—no surprise billing.

ITIN Applications

$350 per ITIN Application. This includes phone calls to the ITIN Unit to check the status of your ITIN and resolve any potential issues, including resubmitting forms as necessary.

Supporting Documents Needed to Prepare Your U.S. Income Tax Return

• Forms W-2 for wages, salaries and tips

• Foreign wage statements (if applicable)

• All Forms 1099 for interest, dividends, retirement, miscellaneous income, Social Security, state or local refunds, gambling winnings, etc.

• Brokerage statements showing investment transactions for stocks, bonds, etc.

• Schedules K-1 from partnerships, S corporations, estates and trusts

• Statements supporting deductions for mortgage interest, taxes, and charitable contributions (including any Form 1098-C)

• Any tax notices sent to you by the IRS or other taxing authority

• A copy of your U.S. income tax return from last year

• A copy of your foreign country tax return (if applicable)

• A list of travel dates to the US and any foreign country

• Maximum values of all foreign bank or financial accounts held during the year

If you do not have copies of these documents I can order them directly from the IRS by having you sign either a Form 8821, Tax Authorization Form or Form 2848 IRS Power of Attorney for a small fee. 

Do I have to file an income tax return if I am living and working overseas?

Although it may be tempting, you must not ignore your U.S. taxes.  Nearly every U.S. citizen and Green Card holder - regardless of whether they are living in the U.S. or abroad - is generally required to file a U.S. income tax return each year to report their worldwide income. Even some states require that you file a tax return when living abroad.

Filing taxes does not need to be a burden.

Preparing tax returns is always a hassle. US Expat taxes add even more frustration because of the special tax rules for expats, the complexity of the ever-changing US tax code, Income Tax Treaties and totalization agreements. There are many tax risks with filing a return for American expatriates but there are also many opportunities! That is why it is important to have your tax return prepared by U.S. Expat tax professionals who understand the complex tax laws and dedicate themselves to Americans working abroad.

Genesis Tax Consultants, LLC is a year-round tax firm specializing in meeting the tax needs of Americans living overseas, US resident aliens and non-resident aliens. We know the tax situation for expatriates is often complicated and frustrating. Whether it is filing a current year tax return, preparing years of unfiled tax returns or resolving an IRS problem, we assist our satisfied clients (the only A+ BBB rated tax firm dealing with Expats) with every aspect of tax preparation. 

There's no need for U.S. Expats to pay more than required - or suffer the avoidable penalties and interest - just because the process is more confusing for them. Leave the hassle of preparing your tax returns to Genesis Tax Consultants.

Do you have years of unfiled tax returns? 

Do you have years of unfiled FBARs? 

IRS Amnesty Programs are Available 

The IRS currently has a variety of special amnesty programs that can be taken advantage of by taxpayers with unreported foreign income and/or assets who are looking for a path to compliance.  These include the offshore voluntary disclosure program, the streamlined filing procedures, the delinquent FBAR submission procedure, and delinquent international information return submission procedure.  Many of these programs allow taxpayers to come into compliance by filing or amending a few years of tax returns and/or FBARs.  They will often be able to take advantage of reduced penalties, no penalties and the protection from criminal prosecution.  It is important to first fully understand a client's situation and history before recommending any specific program.  Thesese amnesty programs are not permanent and may be changed or canceled at any time; therefore, it is wise to take advantage of them while they still exist.  

Allow us to navigate the tricky waters of U.S. Expat taxation so you can use more of your time and money on enjoying your life abroad. 

➤ locations served

Available for all taxpayers in every state and all Expatriates living abroad. 

☎ CONTACT NICHOLAS HARTNEY, EA

nick@genesistaxconsultants.com
for appointment.

Let's Chat

Use the form below to contact us regarding your legal enquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.

For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.