Services & Fees
We provide comprehensive US tax preparation and advisory services. This includes (but is not limited to) advice and preparation of the following income tax and information returns:
US tax return and information return preparation
Most US tax and information returns are prepared on a set-fee basis, which is agreed with the client before we begin work.
Our minimum base fee for the Form 1040 is £825 plus VAT. The base fee varies according to the overall complexity of the return.
Please note that this covers only a relatively simple situation with one taxpayer with a straightforward employment and minor investment income, including the necessary foreign income exclusion and/or tax credit forms for an expat. It does not include the FBAR, if required, which starts at £175 for up to four accounts.
As an illustration: for a taxpayer and spouse, both in employment, with non-trivial capital gains and investment income (subject only to US tax), and a rental property in Florida, our fees would be at least £1,250 to £1,500 plus VAT.
Our fees for the Form 5471 required for a foreign corporation start at £1,000 plus VAT.
If you moved from the US to the UK or vice versa in the year, our fees will generally be at least £1,250 to £1,500 plus VAT including a part-year state return.
Our fees for a non-resident Form 1040NR start at £1,250 plus VAT.
More details can be found in our terms and conditions available in the Downloads section.
UK preparation and advisory services.
We provide personal UK tax and advisory services and, in particular, specialise in the taxation of non-domicile UK taxpayers. The correct reporting and treatment of UK taxpayers with foreign income is an esoteric and complex area of UK tax law but our advisors are well versed this area, particularly in relation to US tax issues.
We can help you with, among other things:
Our minimum base fee for UK tax returns is £725 plus VAT (if we are not also engaged for US tax services the base fee is £825 plus VAT). Please see our terms and conditions in the Downloads section for more details on fees.
If you also require assistance with UK corporate tax and company accounts we work closely with several UK accountants and can refer you to the appropriate one.
UK tax services are provided by Jaffe UK Services Ltd, a Jaffe & Co group company, company number 11588450.
Our motto: "Never ignore a letter from the IRS (or HMRC)"