US RETURNS
US Tax Returns and Compliance Form filings for all US jurisdictions (federal, state & local)
WEB, MAIL, AND FAX BASED SERVICES ARE AVAILABLE CANADA WIDE
BECAUSE WITH US LONG DISTANCE RELATIONSHIPS CAN WORK JUST AS WELL, OR BETTER, FOR YOU
irs compliance only
C $150
Compliance Returns are for those who are not required to file but do so in order to keep in good standing with the IRS and include the following:
- 1040 Only - Under filing income threshold
The following items require a higher complexity and are NOT included in this category:
- investments, business, or rental income
- additional treaty or compliance documents or statements
- state returns
common us filing needs
C $300
Common returns include one or more of the following:
- 1040 to report employment income and other common slip based income
- FTC- 1116
- Form 8843 - filed by US alien to exclude days of US presence from Sustantial Presence calculation
- Form 8833 Treaty Exemptions (up to three)
- Form 2555 -for Income Exclusion
3 year Common catch-up filing at 350/year if includes one of RESP/TFSA
400/year if it includes 2 and so on
additional income statements & calculations
C $500
Additional Income returns include any number of the following types of information:
- 1040 with all previous types of income
- up to two rental properties
- up to two Sole Proprietorship Statements
- calculation of non-slip-based Capital Gains or Losses
- K-1 Investments
- Form 8833 - up to five
- Form 8621 up to five for PFIC owners
- Form 1116 FTC calculations
- Form 2555
-Foreign Pension Calculations
additional forms and charges
Time based on form
This return pricing is for clients who have extra forms or returns such as:
- Most State returns: C$50.00
- Californian State Returns C$100.00
- FBAR Forms C$25.00 for first account
C$10.00 each additional account
-Foreign Trust 3520 & 3520A Forms Package C$250.00
or C$200.00 per form when completing multiple forms
- Form 8891 with prior returns under Streamlined Procedures $50/hour
- Forms work not listed C$60.00 per hour
(based on actual completion time needed)