U.S. Income Tax – Service Overview
U.S. Individual Income Tax — Expat & Cross‑Border
Fixed‑fee preparation for residents (Form 1040) and nonresidents (Form 1040‑NR), with international attachments where required. FEIE/FTC modeling, multi‑state coordination, audit‑ready workpapers — coordinated cross‑border options with Germany and Switzerland.
IRS e‑file where eligible
Fixed‑fee pricing
Audit‑ready deliverables
Multi‑state coordination
Cross‑border (DE/CH) coordination
1040 & 1040‑NR
2555 (FEIE) & 1116 (FTC)
FBAR & FATCA (8938)
Schedules A/B/C/D/E
Equity comp, RSU/ESPP
Brokerage imports (8949)
Pacchetti
Choose the tier that matches your situation. Final quotes reflect documents and complexity.
Basic
Employees & simple banking
- Form 1040 o 1040‑NR + 1 state (or "no filing" memo)
- 2555 (FEIE) o 1116 (FTC) modeling
- FBAR up to 10 accounts; FATCA 8938 if required
- Schedules A/B/1–3; extensions/estimates as needed
Included forms & schedules
Core: 1040 or 1040‑NR; 1 state; Schedules 1–3; A; B
International: 1116 or 2555; 8938 (if thresholds); FBAR (≤10)
Typical: USD 900 – 1,150
Standard Plus
Add one rental or brokerage
- Everything in Basic
- Schedule E (1 property) o D/8949 brokerage import
- FBAR up to 20 accounts; enhanced FTC categories
- Optional second state
Included forms & schedules
Reddito: E (1x) or D/8949; 2210 as needed
International: 1116 buckets; 2555 housing (if used); 8938; FBAR (≤20)
Typical: USD 1,300 – 1,800
Complex / Executive
RSU/ESPP, multi‑rental, multi‑brokerage
- Everything in Standard Plus
- Advanced 1116; 2555 housing; multi‑state alignment
- Large brokerage imports; basis & wash sale fixes
- PFIC (8621) screening as add‑on
Included forms & schedules
Reddito: E (2+), D/8949 (bulk), A/SE/QBI as relevant
International: 1116 (multiple categories), 2555 housing, 8938; FBAR (bulk)
Typical: USD 1,900 – 3,800
Business / Self‑Employed
Schedule C/QBI; foreign branches/entities as add‑ons
- Schedule C & SE; §199A (8995/8995‑A)
- 1116/2555 coordination for services performed abroad
- Optional: 8858/8865/5471/3520 (quoted per case)
- Sales/payroll taxes not included
Included forms & schedules
Business: C, SE, 8995/8995‑A, A/2210 as relevant
International: 1116/2555; optional 8858/8865/5471/3520
Typical: USD 2,200 – 4,500
