At Greenback, we aim to be as clear and straightforward as possible when it comes to pricing our services. Our comprehensive federal package covers the most common forms and schedules needed by most expats. However, we also cater to the unique tax needs of expatriates who require additional forms or schedules. Our flat-fee policy extends to these additional services, providing transparency and predictability to our clients.
Schedule C
One is included in our base price, each additional is charged at $110 USD for each additional source of self-employment income/loss
$110
USD
Schedule D
The first 20 capital gains transactions that cannot be summarized are included in our base price. Each additional set of 20 transactions will incur a fee of $110 USD.
$110
USD
Schedule E
One rental property is included and each additional rental property will be charged at $90 USD (this is used to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in REMICs)
$90
USD
Schedule F
This form is used to report profit or loss from farming activities and we charge $125 USD for this form.
$125
USD
Schedule K-1
This form reports income and other tax items from partnerships, S corporations, and trusts. Up to 3 K-1s are included in our base price. Each additional set of 3 K-1s is an extra $70. Our experienced team will prepare and include these in your return, ensuring everything is handled accurately.
$70
USD
Schedule K-2 and K-3
Starting in 2021, additional schedules (K-2 and K-3) are required for all foreign income reported on a K-1. By default, all partnerships reported on Form 8865 are foreign and so have foreign income on the K-1. Therefore, Form 8865 requires these Schedules every time it is filed. K-2 and K-3 are bundled together and the price is for one of each.
$105
USD
Form 709
This is the US Gift Tax Return, which also covers Generation-Skipping Transfers (GST). It’s used to report transfers subject to federal gift tax and allocate the lifetime GST exemption to applicable property transfers. Our fee to complete this form is $435 USD.
$435
USD
Form 926
This form is used to report transfers of property to a foreign corporation. It is required if you are a US citizen or resident, a domestic corporation, or a domestic estate or trust transferring $100,000 or more to a foreign corporation in a given year. Our fee for preparing this form is $125 USD.
$125
USD
962 Election
Election on 1120 Forms, this allows owners for an entity registered in a low tax jurisdiction to choose to have their allocation of the corporate profits taxed at the US corporate tax rate with a 50% deduction applied. We charge $950 USD for this form.
$950
USD
Form 965
Is the Inclusion of Deferred Foreign Income form and is used to report and pay the repatriation tax due under the Tax Cuts and Jobs Act which required deferred earnings from foreign corporations to be reported. We charge $645 USD for this form.
$645
USD
Form 990-EZ
This is the Short Form Return of Organization Exempt from Income Tax and is an informational return required from tax exempt organizations, nonexempt charitable trusts and section 527 political organizations. We charge $430 USD for this form.
$430
USD
Form 1040-X
This form is used to amend or correct a previously filed form 1040, make certain elections after the prescribed deadline, change amounts adjusted by the IRS or make a claim for a carryback due to a loss or unused credit. We charge $530 USD for this form
$530
USD
Form 3115
Is the Application for Change in Accounting Method and is used when you change either the overall method of accounting or the accounting treatment of any item. We charge $465 USD to complete this form.
$465
USD
Form 3520
This form the Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts and is used to disclose transactions with foreign trusts, ownership of foreign trusts and receipt of certain large gifts or bequests from foreign persons. We charge $440 USD for this form.
$440
USD
Form 3520a
This form is used to disclose a foreign trust with a US owner or beneficiary. If you file Form 3520 and the foreign trustees do not complete this report on your behalf, you are required to file Form 3520-A. Our fee for preparing this form is $440 USD.
$440
USD
Form 5471
This is the Return of US Persons With Respect to Certain Foreign Corporations and is used by officers, directors or shareholders to report their interest in foreign corporations. We charge $665 USD to complete this form for active foreign companies and we charge $280 USD for Dormant foreign companies.
$665
USD
Form 5472
This is the Information Return of a 25% Foreign-Owned US Corp and is used to provide the required information when a foreign entity owns 25% or more of a US entity or a foreign corporation is engaged in a US trade or business. We charge $235 USD to complete this form for a corporation and we charge $380 if this return is for a US LLC with Foreign Owners.
$235
USD
Form 8621
Form 8621 with distributions – This is an Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund informational return and is filed by a shareholder of a passive foreign investment company (“PFIC”): an example would be a foreign mutual fund. We charge $275 USD to complete this form when there have been distributions and $185 USD if there have been no distributions.
$185
USD
Form 8832
Is the Entity Classification Election and is used by an eligible entity to choose how it will be taxed for federal tax purposes, as a corporation, a partnership or as a entity disregarded as a separate entity from its owner. We charge $165 USD to complete this form.
$165
USD
Form 8833
This form is used to disclose a Treaty Based Return Position and we charge $100 USD for this form.
$100
USD
Form 8854
This is the Annual Expatriation Statement and is used by US citizens or long-term residents who have ended their residency or expatriated on or after June 4th 2004. We charge $420 USD to complete this form.
$420
USD
Form 8858
This is the Report of Foreign Disregarded Entities and is used to report a foreign owned disregarded entity such as a foreign LLC . We charge $330 USD to complete this form.
$330
USD
Form 8865
This is the Return of US Persons With Respect to Certain Foreign Partnerships and is used to report ownership of, transfers to and acquisitions, disposals and changes in foreign partnership interests. We charge $445 USD to complete this form.
$445
USD
Form 8992
This form is used by US shareholders of Controlled Foreign Corporations (CFCs) to calculate their GILTI (Global Intangible Low-Taxed Income) inclusions as per Section 951(A). Our fee to prepare this form is $655 USD.
$655
USD
Form W-7
Is the form used to apply for an ITIN or Individual Taxpayer Identification Number. We charge $320 for this form and $165 for each additional W-7 by the same family.
$320+
USD
Form 1040NR
This form is used by nonresident aliens to report income that is subject to US tax, including income connected to a US trade or business and certain passive income. The fee for completing this form starts at $520 USD.
$520
USD
Additonal Services
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