US Tax Services

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
  • Form 1040 – US Individual Income Tax Return, with all necessary additional schedules, forms, attachments and statements
  • Form 1040-NR – US Non-resident Alien Income Tax Return
  • Form 1040-X – Amended US Individual Income Tax Return
  • Form 3520 and 3520-A – Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts
  • Form 5471 – Information Return for US Persons with Respect to Certain Foreign Corporations
  • Form 8858 – Information Return for US Persons with Respect to Foreign Disregarded Entities
  • Form 8865 – Return of US Persons with Respect to Certain Foreign Partnerships
  • Form 8938 (FATCA) – Statement of Specified Foreign Financial Assets
  • FinCEN Form 114 (FBAR) – Report of Foreign Bank and Financial Accounts
  • Form 8621 – Information Return by a Shareholder of a Passive Foreign Investment Company
  • Form 8854 – Initial and Annual Expatriation Statement
  • Form 706 – United States Estate (and Generation-Skipping Transfer) Tax Return
  • Form 14653 – Streamlined Filing Compliance Procedures
  • Other services include preparation of multiple year delinquent Form(s) 1040, renunciation of U.S. citizenship, representation of taxpayers before the IRS on audit issues and tax court proceedings

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.

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.
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Our fees for the Form 5471 required for a foreign corporation start at £1,000 plus VAT.

Our fees for a non-resident Form 1040NR start at £1,250 plus VAT.
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More details can be found in our terms and conditions available in the Downloads section.

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Our motto: "Never ignore a letter from the IRS (or HMRC)"