USA Federal Packages

Standard $295*

  • Federal tax forms 1040 & 2555
  • Federal schedules: Schedule A, B, C, up to one Schedule K-1, and up to five bank and brokerage transactions.
  • New in 2019 – Federal Schedules 1, 2, 3, 4, and 5

Moderate $495*

All forms and schedules in the Standard package, plus:

  • Federal tax forms: 1116
  • Federal schedules: Schedule E (one rental property), up to three K-1s, and up to ten bank and brokerage transactions.

Multiplex $695*

All forms and schedules in the Moderate package, plus:

  • Federal tax forms: 1116 and/or 2555 & 8938 (FACTA – up to 3 accounts)
  • Federal schedules: Schedule E (two rental properties), up to five K-1s, and up to fifteen bank brokerage transactions.
  • FBAR (FinCEN Form 114 – to match FACTA reporting requirements.

*There may be additional fees for federal tax forms, schedules, and FBAR filing requirements in excess of those listed above.