Services & pricing
U.S. and Canadian tax help for cross-border filers
From annual expat filings to complex multi-jurisdiction situations, we offer a full range of U.S. and Canadian tax services. Many AET clients file both U.S. and Canadian returns. We handle both in a single coordinated engagement, with one proposal covering everything you need. Some services, including consultations and ongoing support bundles, apply regardless of whether you file U.S., Canadian, or both. Browse by category or scroll down for full pricing.
U.S. Tax Returns
We prepare federal and state returns for Americans living anywhere in the world. Whether you need a U.S. return on its own or alongside a Canadian filing. From first-time expat filers to complex multi-jurisdiction situations involving PFICs, stock compensation, and foreign entities.
From
$725
USD
Canadian Tax Returns
We prepare Canadian T1 returns for cross-border filers and Canadian residents with U.S. ties — whether you need a Canadian return on its own, or alongside a U.S. filing. We navigate treaty positions, multi-currency reporting, and Canadian-specific forms like T1135, TFSA, and RESP.
From
$270
USD
Consultations
Our International Tax specialists are available for one-on-one consultations covering any aspect of U.S. or cross-border expat taxation.
$250
/session (30 min.)
Book a consultation
Audit Assistance & Ongoing Support
We prepare federal and state returns for Americans living anywhere in the world—from Our Value-Added Service Bundles keep us in your corner after your return is filed, from IRS and CRA correspondence to full audit representation.expat filings to complex multi-jurisdiction situations.
From
$210
/return
See support bundles
Professional tax partnerships
We act as the technical back-office for professionals who need cross-border expertise that exceeds standard in-house capabilities. From law firms requiring Kovel-protected analysis to accounting firms needing complex PFIC math, we provide the data and strategy you need to serve your clients. Capacity for new firm partnerships is limited.
Full service menu
All prices are listed in USD.
Packages
Entry – The Everyday
Wages, pension, interest/dividends, one state return.
$725
Mid – The Usual Suspect
Everything in Everyday + investments, rental property, foreign financial assets, up to 2 state returns.
$975
Advanced – The Developer
Everything in Usual Suspect + business income, stock compensation, foreign entities, up to 3 state returns.
$1,325
Complex – The Labyrinth
Everything in Developer + multiple entities, large portfolios, up to 4 state returns.
$2,000
Specialty – The Safety Net
Compliance filing for accidental Americans and non-filers.
$375
Specialty – The Commuter
Form 1040NR with U.S. wages and one non-resident state return.
$495
Specialty – Dependent Return
Filed alongside a parent or guardian’s return.
$375
Additional services
FBAR – Up to 10 accounts
$180
FBAR – 11+ accounts
$325
Forms 3520 / 3520A – Both forms
$725
Forms 3520 / 3520A – Single form
From $450
Form 8858
$375 /schedule
Form 5471
$550 /hr
Form 5472
$550 /hr
Form 8854 – expatriation
From $95 /hr
Dual status / multi-jurisdiction
From $350
ITIN/EIN application
$95 each
Additional state return
$95 each
Additional schedule C, E, or F
$95 each
Form K-1
From $95 each
IRS compliance programs
Streamlined procedures – Unfiled U.S. returns
From $1,325
Specialty – Dependent Return
From $975
Packages
Entry – The Basics
Canadian wages, pension, and standard income.
$270
Mid – The Usual Suspect
Everything in Basics + investments, RRSP, child care, foreign income on slips.
$360
Advanced – The Developer
Everything in Usual Suspect + capital gains, multi-jurisdiction situations, moving expenses.
$525
Complex – The Labyrinth
Everything in Developer + business income, rental property, complex situations.
$695
Additional services
T1135 – foreign property reporting
$295
T1134 / T1141 / T1142
From $525
Section 216 – Non-resident rental
$695
Section 217 – Non-resident refund
$525
T2125 / T776 – Business or rental
$295each
Part-year / non-resident
$295
TP1 – Quebec
$175
VDP unfiled Canadian returns
$1,100
Stay protected after you file
IRS and CRA correspondence is more common for expat filers than most people expect. These bundles keep us available when it happens.
All engagements automatically include Basics protection at $210/return, which includes due date reminders, automatic extensions, common IRS and CRA processing letters, and a 30-minute off-season consultation. Opt out at any time.
Need more coverage? Upgrade to Supplemental or Full Care.
All engagements automatically include Basics protection at $210/return, which includes due date reminders, automatic extensions, common IRS and CRA processing letters, and a 30-minute off-season consultation. Opt out at any time.
Need more coverage? Upgrade to Supplemental or Full Care.
Basics
$210
per return
Supplemental
$450
per return
Full care
40%
of invoice
($945 minimum)
($945 minimum)
Due date reminders & auto extensions
Due date reminders & auto extensions
Due date reminders & auto extensions
Due date reminders & auto extensions
Common IRS/CRA processing letters
Common IRS/CRA processing letters
Common IRS/CRA processing letters
Common IRS/CRA processing letters
CP2000/CRA matching letters
CP2000/CRA matching letters
CP2000/CRA matching letters
Transcript review
Up to 2 Transcript review
Unlimited Transcript review
All IRS/CRA correspondence
All IRS/CRA correspondence
Amended returns
Amended returns
Audit representation
Up to 5 hrs of Audit representation
Off-season consultation
30 minutes of Off-season consultation
1 hr of Off-season consultation
Unlimited Off-season consultation
Without a bundle, additional services beyond return preparation are billed at $730/hr.
Not sure where you fit?
Your intake appointment is specifically designed to answer that question — a 30-minute call with an AET Tax Specialist that costs $100, with $50 credited toward your filing.
$100
USD
Start your tax preparation
$250
USD
Book a consultation