U.S. Tax services

We specialize in one thing, expat taxes

And we’ve done it exclusively for over 30 years. Every fee is quoted before any work begins, and every return is peer-reviewed before delivery.

Packages

Not sure which package is right for you? Your intake appointment will clarify exactly what you need, and $50 of your $100 intake fee is credited toward your filing. Most AET clients file at the Developer level or above.
The Everyday

For straightforward expat filers

If you earn wages, pension income, or interest and dividends, live outside the U.S., and don’t have rental properties, foreign investments, or a business, this is likely your package. It’s designed for expats with a relatively simple tax situation — typically first-year filers or those whose financial picture hasn’t changed significantly from the prior year.
Starts at $725
What’s included
  • Wages, scholarships, unemployment benefits
  • Pension income (U.S. and Canada)
  • Interest and dividend income
  • Child care expenses and child/dependent credits
  • Social Security benefits
  • Foreign Tax Credit (Form 1116 — paid basis)
  • Foreign Earned Income Exclusion (Form 2555)
  • Exempt individuals (Form 8843 — up to 2)
  • Treaty positions (Form 8833 — up to 2)
  • Education expenses and credits
  • One state return
The usual suspect

For expats with investments or property

If you own rental properties in the U.S., have capital gains, hold foreign mutual funds, or have foreign financial assets above the reporting threshold, this package is built for you. It’s a common choice for expats who have been abroad for several years and have accumulated investments or property on either side of the border.
Starts at $975
The Developer

For expats with business income or stock compensation

If you receive RSUs or stock options from your employer, run a business or have rental income in a foreign country, or have more complex capital gains situations, this is your package. It’s the most common tier for AET clients — designed for self-employed expats, those with employer equity compensation, and anyone whose financial life crosses multiple jurisdictions in more complex ways.
Starts at $1,325
The Labyrinth

For expats with multiple entities or large portfolios

If you have multiple businesses, rental properties, partnerships, or a large portfolio of foreign mutual funds, this is the package for your situation. It’s designed for high-complexity filers who need time, precision, and deep expertise across multiple tax jurisdictions. If you’re not sure whether this is you, your intake appointment will clarify.
Starts at $2,000
Start your tax preparation

Commonly required alongside your return

Most expat returns include one or more of the following. Your proposal will itemize everything specific to your situation.
FBAR / Fincen 114

Reporting foreign bank and financial accounts

Required for U.S. persons with more than $10,000 in foreign accounts at any point during the year.
$180 for up to 10 accounts
$325 for 11-25 accounts
Forms 3520 /3520a

Foreign trust and pension reporting

Required for U.S. persons with foreign trusts, including TFSA, RESP, Superannuation, ISA, and many employer pension plans.
Starts at $450 /form
Starts at $725 /package
Form 8858

Foreign branch and disregarded entity reporting

Required for U.S. persons with foreign sole proprietorships, rentals, or disregarded entities.
Starts at $375 /schedule
Form 5471

Foreign corporation reporting

Required for U.S. persons who own 10% or more of a non-U.S. corporation.
Starts at $550 /hr

Specialty returns

Some situations don’t fit neatly into the packages above. Here are our specialty return options:
The safety net

For accidental Americans and non-filers catching up

For U.S. citizens with income below the filing threshold who need to establish compliance. No PFICs, Form 8938, business income, rental income, or state return. Ideal for accidental Americans filing for the first time or those finally getting compliant after years of not filing.
$375 USD
The commuter

For non-residents with U.S. wages only

Form 1040NR with U.S. wages and one non-resident state return. Built for individuals temporarily earning income in the U.S. with no other U.S.-source income such as pensions, stock sales, or rental income.
$495 USD
Dependent return

For dependents filed alongside a parent

Prepared in conjunction with the parent or guardian’s return. No kiddie tax, PFICs, Form 8938, business income, or rental income.
$375 USD
Start your tax preparation
Additional U.S.
tax support
Some situations require additional forms or schedules beyond what’s included in each package. Note: Canadian return fees are not included in U.S. return pricing. Time charges may apply at $450/hr for all complexity tiers.
Filing across multiple states or jurisdictions, mid-year moves, or part-year returns (Dual Status / Multi-Jurisdiction Allocations)
Starts at $350
Applying for a U.S. tax identification number (Form W-7 ITIN or SS-4 EIN)
Starts at $95 each
Additional state return
Starts at $95 each
Additional business, rental, or farming income (Schedule C, E, or F)
Starts at $125 each
Partnership, trust, or pass-through income (Form K-1)
Starts at $95 each
Obtaining IRS transcripts (Form 8821 or Form 2848 required)
Add $195 each
Translation services
Starts at $95 page
International Information Returns
Required filings for U.S. persons with foreign accounts, assets, or entities:
Reporting foreign bank and financial accounts (FBAR / FinCEN 114)
Up to 10 accounts $180
For 11-25 accounts $325
Foreign trust and pension reporting (Forms 3520 / 3520A)
$450/form
$725/package
Foreign corporation reporting (Form 5471)
Starts at $550/hr
Foreign branch or disregarded entity reporting (Form 8858)
Starts at $375/schedule
Standalone: $550/hr
Form 8865 (foreign partnership) – Alongside a return or standalone
Starts at $550/hr
Standalone: $660/hr
Foreign-owned U.S. entity reporting (Form 5472)
Starts at $550/hr
Renouncing or relinquishing U.S. citizenship or a Green Card (Form 8854)
Starts at $450/hr
Compliance programs
Behind on your U.S. filing obligations? There are options.
Catching up on years of unfiled U.S. returns (Streamlined Filing Compliance Procedures) — penalty-free for non-residents; reduced penalties for U.S. residents
Starts at $1,325
Filing delinquent FBARs or relief for former U.S. citizens (Delinquent FBAR Procedures)
Starts at $975

Form 8621 / PFIC – With completed Excel file
$200/form
Form 8621 / PFIC – Without completed Excel file
$200/hr
Form 5471 (foreign corporation) – Alongside a return
$550/hr
Form 5471 (foreign corporation) – Standalone
$660/hr
Form 8865 (foreign partnership) – Alongside a return
$550/hr
Form 8865 (foreign partnership) – Standalone
$660/hr
Form 5472 (foreign-owned U.S. entity) – Alongside a return
$550/hr
Form 5472 (foreign-owned U.S. entity) – Standalone
$660/hr
Form 3115 (change of accounting method)
$450/hr
Historic cost basis calculations
$450/hr
U.S. corporations (Form 1120 series)
From $1,500
U.S. partnerships (Form 1065)
From $1,500
Trusts and estates (Form 1041)
From $1,000
Estate tax returns (Forms 706 / 706NA)
From $975
Gift tax returns (Form 709)
From $550

Stay protected after you file

IRS and CRA correspondence is more common for expat filers than most people expect. Our “value added” bundles ensure we’re available if this 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.
Basics
$210
per return
Supplemental
$450
per return
Full care
40%
of invoice
($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.

Frequently asked questions

Yes — the U.S. taxes its citizens and permanent residents on worldwide income regardless of where they live. Most U.S. persons living outside the U.S. are required to file something with the IRS each year, even if they owe no tax.

Your intake appointment is specifically designed to answer that question. An AET Tax Specialist will review your situation and confirm exactly what you need before any work begins.

We also handle highly complex situations involving foreign corporations, partnerships, trusts, and entities. See our U.S. Complex & Specialist Returns section above for full details, or book a consultation to discuss your specific situation.

No — Canadian return fees are separate. If you need both U.S. and Canadian returns prepared, we handle both and will quote them together in your proposal.

Any errors resulting from our preparation or software are corrected at no additional charge — always.

If you had more than $10,000 in foreign bank or financial accounts at any point during the year — across all accounts combined — you are required to file an FBAR. This applies regardless of whether you owe any U.S. tax. Most AET clients require FBAR filing.

Ready to get started?

Your first step is a 30-minute intake appointment with an AET Tax Specialist. There’s a $100 booking fee — and if you move forward with us, $50 is credited toward your filing.
$100
USD
Start your tax preparation
Select
$250
USD
Book a consultation
Select