Average Fees for U.S. Individuals and Non-Resident Aliens with U.S. Source Income

Average Fee for a U.S. Individual Tax Return (1040) or U.S. Nonresident Alien Income Tax Return (1040NR) with one State (return may include a few investment income and capital transactions):
  • $400-$850 per year

CPA WorldTax will assess your tax situation and customize this fee estimate to your situation.

Below are Average Fees for Additional U.S. Filing Requirements per year filed:

Be sure to visit the Pricing Policies page for an overview of CPA WorldTax fee policies. CPA WorldTax invoices based upon time spent on a return.

Additional complexity, higher volume investment activities, services not specified below and/or tax research are billed at the standard hourly rate of the staff involved.


















Form

Title

Fee in USD

Additional State Return

$100-$200

Additional Spouse Return

Married Filing Separately

$100-$200

Form 114

Foreign Bank & Financial Account Reporting (FBAR)

$150-$250

W-7

Application for IRS Individual Taxpayer Identification Number (ITIN)

$325

5471

Information Return of U.S. Persons with Respect to Certain Foreign Corporations

$1,500-$1,550 per year

8621

Information Return by a Shareholder of a Passive Foreign Investment Company (PFIC)

$150-$200 (Per Fund/Acct)

8938

Statement of Specified Foreign Financial Assets

$250-$325

8959

Additional Medicare Tax

$250-$325

8960

Net Investment Income Tax (NIIT)

$250-$325


1040-X

Amended US Individual Income Tax Return

$275-$350

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