Average Fees for U.S. Individuals and Non-Resident Aliens with U.S. Source Income
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.
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:
|
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) |
$250-$350 |
|
5471 |
Information Return of U.S. Persons with Respect to Certain Foreign Corporations |
$1,350-$2,000 |
|
8621 |
Information Return by a Shareholder of a Passive Foreign Investment Company (PFIC) |
$250-$300 (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 | $400-$500 |