Fixed fees. Quoted up front. No surprises.
Indicative starting prices below. Every engagement is confirmed with a written scope and fee before any work begins — and the fee in your engagement letter is the fee, full stop.
Four common engagement shapes.
Most clients land in one of these four. The exact fee depends on the documents — the figures below are the floor for each category, with add-ons listed further down.
Simple expat 1040
Single filer, UK employment income
from£850+ VATThe standard package for a US citizen or Green Card holder living in the UK with straightforward employment income.
- Form 1040 with FEIE or Foreign Tax Credit modelling
- FBAR (FinCEN 114) where required
- Schedule B and Form 8938 if thresholds are met
- EA representation on any IRS notice that follows
- Plain-English commentary on every position taken
- Most common
Expat with investments
ISAs, OEICs, brokerage, UK pensions
from£1,500+ VATWhen the UK side has more than a current account — ISAs and unit trusts trigger PFIC rules, pensions need treaty disclosure.
- Everything in Simple expat 1040
- PFIC reporting (Form 8621) per holding
- Treaty disclosures (Form 8833) on UK pensions
- Form 8938 with full asset detail
- QEF / mark-to-market election guidance
Streamlined catch-up
Multi-year non-filers wanting back into compliance
from£2,200+ VATThree years of returns + six years of FBARs + the non-willfulness narrative. Scoped per case based on document availability.
- 3 years of Form 1040 with all schedules
- 6 years of FBARs
- Form 14653 non-willfulness certification
- Reasonable-cause narrative drafted with you
- Streamlined-procedure submission and IRS follow-up
Business tax
LLCs, partnerships, S-Corp, C-Corp, Form 5471
fromQuote-based+ VATCross-border business filings — entity selection, K-1 distribution, foreign-shareholder structures. Priced per filing and complexity.
- Federal business return (1120 / 1120-S / 1065)
- State returns where nexus exists
- K-1 issuance for partners / shareholders
- Form 5471 / 8865 / 8858 for foreign entities
- Entity-election filings (2553, 8832) when needed
The line items that show up most often.
Additional PFIC holdings
£90 / holdingEach Form 8621 after the first.
State return
£150 / stateCalifornia, New York, etc — added per state where required.
Form 5471 (foreign corporation)
from £450Per category-of-filer treatment.
Amended return (Form 1040X)
from £400To capture missed credits, treaty positions, or prior-year errors.
IRS notice response
Included on returns we filedCharged separately at hourly rates only on returns prepared by another firm.
The questions we get most about pricing.
Why fixed fees instead of hourly?
Tax preparation isn't a creative profession — most engagements have a defined scope and a defined output. Hourly billing puts the wrong incentive on the preparer (slower work = more revenue) and creates anxiety for the client. Fixed fees solve both.
What if my situation changes mid-engagement?
We pause and re-quote. You sign off on any scope expansion before we continue, so the original quote is the only number you commit to until you choose otherwise.
Are payment plans available?
Yes, for engagements over £1,500. Half upfront and half on completion is standard; longer plans are available for Streamlined catch-up cases.
What if I'm not happy with the work?
If we made an error, we fix it at no charge. If you're unhappy with the work itself, we'll discuss it — and unwind the engagement if we can't get to a resolution. We're members of the ACCA complaints framework, which any UK client can use.
Request a quote tailored to your situation.
Most quotes are back to you within 2 working days. The quote is the floor; we'll only revise if scope changes and you sign off.