For Individuals / Tax Preparation / Services & Fees

For Expatriates:

In addition to income tax preparation services to U.S. residents, we also provide the same services U.S. expatriates, who live and earn income overseas.

To learn about the services offered to expatriates, scroll down the the middle of the page or Click Here.

Services and Fees

Tax Preparation for U.S. Residents

taxCPAdirect offers three different PREP ("Prepared and Reviewed by Experienced Professionals") packages designed to meet the needs of most taxpayers:

PREP Simple - For taxpayers with W-2 wages, interest and dividend income, itemized deductions, or unreimbursed job expenses.
PREP Investor - For taxpayers with gain/loss from stocks, mutual funds, bonds, home, or other properties in addition to PREP Simple features.
PREP SE (Self-Employed) - For taxpayers with self-employment income (sole proprietors), rental income, or income from partnerships or S-corporations in addition to PREP Investor features.

There are no surprises when it comes to our fees; our fees are fixed and there are no processing fees, software fees, e-filing fees, or any other hidden fees. The fees and forms included in each PREP package are as follows:

	PREP Simple	PREP Investor	PREP SE
Fees	$199	$299	$399 - 499
Self-employed business income	--	--	ü
Investment gains and losses	--	ü	ü
W-2 income	ü	ü	ü
Itemized deductions	ü	ü	ü
Federal & one state, free e-file	ü	ü	ü

If you need to file in more than one state and/or require major form(s) not listed above, additional fees may apply. Start today by completing the Request the eOrganizer form. If you have any questions, please Contact Us for assistance.

Tax Preparation for Expatriates (U.S. Citizens Living Abroad)

We prepare income tax returns for taxpayers who have earned income from services performed outside the U.S. These taxpayers, also known as expatriates or expats, may qualify for the foreign earned income exclusion, up to a maximum of $91,400 for 2009, as well as a foreign housing cost exclusion. For an overview of the foreign earned income exclusion, click here.

We offer the same PREP packages to expatriates with the following fee modifications:

	EXPAT Simple	EXPAT Investor	EXPAT SE
Fees	$299	$399	$499 - 599
Self-employed business income	--	--	ü
Investment gains and losses	--	ü	ü
W-2 income	ü	ü	ü
Itemized deductions	ü	ü	ü
Federal & one state, free e-file	ü	ü	ü

If you have any questions about our EXPAT packages, please do not hesitate to Contact Us.

Other Services

In addition to above Form 1040 preparation services, we prepare the following tax returns at our standard hourly rates:

Income Tax Return for Estates and Trusts (Form 1041)
Estate Tax Return (Form 706)
Gift Tax Return (Form 709)

If you have any questions about our services or require more information, please do not hesitate to Contact Us.