Services

Greenback Expat Tax Services

We provide best-in-class, expert expatriate tax services at a reasonable price. Let us make this tax year your most hassle-free US expat tax year yet!

No one loves doing his or her taxes. With US expat taxes, there’s added frustration in trying to figure out exactly what you can and cannot deduct while overseas, not to mention dealing with an ever-changing US tax code. Leverage Greenback Expat Tax Service’s expertise when you need it most —when you’re far away from home.

Select from our different tax services

Federal

^ Federal ^

US Expat Federal Tax Preparation Cost: $357

 

Included:

  • All standard expat forms including: Forms 1040, 1116, 2555, 8938
  • Schedules A, B, C, D, Sch. E (one rental property), up to three Schedule K-1′s, and up to 20 bank and brokerage transactions.

Greenback always offers…

  • Work directly with one CPA or Enrolled Agent on your tax return (and ongoing)
  • A secure data folder for storage of your tax documents year in and year out
  • The option to share files with us electronically or via post
  • Year round service and support
  • We do the financial calculations for you

Get Started

Add-Ons +

State Tax Return
Cost: $129

 

We will advise you if you need to file a state return (depends on which state you most recently resided in) and can prepare the return if needed. Most US expats don’t need to file a state return.

FBAR Cost: $67 for up to 5 accounts, $117 for up to 10 accounts, $157 for up to 15 accounts, and $187 for up to 20 accounts

 

If you are a current Greenback customer and have one or several financial accounts in foreign banks whose value was $10,000 or more during any point of the tax year, we can prepare your form TDF 90-22.1, commonly referred to as the FBAR form.

Additional Forms
(beyond those covered in our tax prepration packages)
Cost varies In most instances, our customers will not need to file forms other than those that are included in our Federal and State tax return packages. However, for customers who have more complex tax situations – such as those who have several rental properties or own specific types of foreign companies – additional forms or schedules may be necessary. In keeping with our policy of being upfront about pricing, customers can view the fee structure for additional forms on our FAQs page by clicking here.

Late

^ Late ^

Late Federal Tax Return Filing

Cost $279.00

 

If you are behind with your US expat taxes and need to file multiple past year returns to catch up, we offer a discounted rate of just $279 per late Federal Tax return. We have a particular expertise helping expats get back on track with delinquent tax returns and can help you get caught up as painlessly as possible.

Included:

  • All standard expat forms, including: Forms 1040, 1116, 2555, 8938
  • Schedules A, B, C, D, Sch. E (one rental property), up to three Schedule K-1′s, and up to 20 bank and brokerage transactions.

Greenback always offers…

  • Work directly with one CPA or Enrolled Agent on your tax return (and ongoing)
  • A secure data folder for storage of your tax documents year in and year out
  • The option to share files with us electronically or via post
  • Year round service and support • We do the financial calculations for you
  • Peace of mind of having an expat tax specialist help you get into compliance

Get Started

Add-Ons +

State Tax Return

Cost: $129

 

We will advise you if you need to file a state return (depends on which state you most recently resided in) and can prepare the return if needed. Most US expats don’t need to file a state return.

FBAR

Cost: $67 for up to 5 accounts, $117 for up to 10 accounts, $157 for up to 15 accounts, and $187 for up to 20 accounts

 

If you are a current Greenback customer and have one or several financial accounts in foreign banks whose value was $10,000 or more during any point of the tax year, we can prepare your form TDF 90-22.1, commonly referred to as the FBAR form.

Additional Forms
(beyond those covered in our tax prep packages)
Cost varies In most instances, our customers will not need to file forms other than those that are included in our Federal and State tax return packages. However, for customers who have more complex tax situations – such as those who have several rental properties or own specific types of foreign companies – additional forms or schedules may be necessary. In keeping with our policy of being upfront about pricing, customers can view the fee structure for additional forms on our FAQs page by clicking here.

In-Country

^ In-Country ^

Due to customer demand, we have recently started offering tax preparation services for some of the most common countries for US expats.

UK Self Assessment

Cost: £299

Australian tax returns- COMING SOON!
Canadian tax returns- COMING SOON!

 

Included:

  • Preparation of your HMRC Self-Assessment including all the relevant calculations for an American living in the UK
  • Work directly with a UK Chartered Accountant who has a special expertise in expats working in the UK
  • Your US and UK accountant will work together, saving you time in sharing documents multiple times
  • Maximum tax savings as a result of this combined expertise and joined up approach

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Other Services

^ Other Services ^

There are several common situations that we have deep expertise in for expats.

Repatriation Service

Cost: Federal $357 / State $129

 

The first year you move back to the US can be the toughest from a tax return perspective. You will have the complexity of two different tax homes.

Included:

  • Forms 1040, 1116, 2555, 8938
  • Schedules A, B, C, D, Sch. E (one rental property), up to three Schedule K-1′s, and up to 20 bank and brokerage transactions.

Greenback always offers…

  • Work directly with one CPA or Enrolled Agent on your tax return (and ongoing)
  • A secure data folder for storage of your tax documents year in and year out
  • The option to share files with us electronically or via post
  • Year round service and support
  • We do the financial calculations for you
  • An expert to help sort the varied requirements you will encounter as an American moving back to the USA

Get Started

Non-Resident Tax Returns

Cost: $357

 

For foreign nationals who have investments in the US (property, business interests), individuals who had been working in US and have now returned home, etc.

Included:

  • Forms 1040, 1116, 2555, 8938
  • Schedules A, B, C, D, Sch. E (one rental property), up to three Schedule K-1′s, and up to 20 bank and brokerage transactions.

Greenback always offers…

  • Work directly with one CPA or Enrolled Agent on your tax return (and ongoing)
  • A secure data folder for storage of your tax documents year in and year out
  • The option to share files with us electronically or via post
  • Year round service and support
  • Trust that you have an expert US accountant prepare and calculate your return for you

Get Started

Small Business Tax Returns

Cost: $357

 

  • S-corps, Partnerships, Corporations – foreign or US based, etc.
  • We can help you with the preparation of any small business tax return.

Greenback always offers…

  • Work directly with one CPA or Enrolled Agent on your tax return (and ongoing)
  • A secure data folder for storage of your tax documents year in and year out
  • The option to share files with us electronically or via post
  • Year round service and support
  • Trust that you have an expert US accountant preparing your taxes for you

Get Started

Tax Return Review

Cost: $97

 

Many customers come to us having filed their taxes incorrectly (or with a fear that they have previously filed incorrectly).

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Consultation

^ Consultations ^

Consultations

Cost: $97 per 30 minutes of time with an accountant

 

Our accountants are happy to speak to you directly to answer any questions you may have or advise on tax planning strategies. We are based in the US so while we will do everything we can to accommodate time zones, there may be some situations where it’s more practical to do an email based consultation. Allow at least one week advance notice (and more when close to tax deadlines) to speak with an accountant.

Any topic you choose, the most common ones are:

  • Reviewing employment contracts. Usually 60 mins
  • Late Filer Situation Assessments. Usually 60 mins
  • Tax Planning. Usually 30 mins

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How do you keep your prices so low?

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Comparing our expatriate tax services pricing to other providers?
Make sure you check the details. Most expatriate tax services companies have a standard “starting” rate for their expatriate tax services that increases with each form and schedule you need to do. That will just leave you open to hidden fees and a huge bill at the end of the process.

We’re really proud of the quality of the expatriate tax services we provide to our customers and promise you won’t be disappointed! If for any reason our services does not meet your expectations, we offer a full 30-day money-back guarantee. Head on over to our Customer Reviews section to learn about what our current customers love about our expatriate tax services.

If there are any expat tax services you require assistance with that aren’t listed above, please don’t hesitate to get in touch.