Personal & Personalized Expat Tax Service

Let our Bright!Tax expat tax experts take care of your taxes. Explore our services below to find your best fit!

Tax Prep

$500

Meet Your CPA

Our premium US federal tax return filing service - year-round CPA support and all credits and exclusions.

  • Tax Return prepared by world-class, expat expert CPA
  • Fixed fee – no surprises!
  • Initial CPA consultation
  • Additional CPA call if required
  • Communicate with your CPA year-round
  • Above and beyond, total support
  • Easy and secure client portal
  • Schedules C and E
  • One K1 and 1 rental property
  • 20 interest/brokerage /dividend entries
  • E-Sign and IRS E-file
  • Access UNFCU banking
  • FBAR filing for $99
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Streamlined

$1500

Meet Your CPA

Need to catch up? The Offshore Streamlined Procedure is a penalty-free path to IRS compliance and peace of mind.

  • Catch up penalty-free
  • Fixed fee – no surprises!
  • Last 3 missed US federal returns
  • Includes up to 6 FBAR filings
  • Tax Returns prepared by world-class, expat expert CPA
  • Initial CPA consultation
  • Additional CPA call if required
  • Communicate with your CPA year-round
  • Above and beyond, total support
  • Easy and secure client portal
  • Schedules C and E
  • One K1 and 1 rental property
  • 20 interest/brokerage /dividend entries
  • E-Sign and IRS E-file
  • Access UNFCU banking
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Consultation

$260/30 min

Meet Your CPA

If you don't need tax prep right now but wish to consult with one of our world-class CPAs for advice or tax planning.

  • World-class, expat-expert American CPAs
  • Fixed fee – no surprises!
  • Many are also Masters in Accounting or Finance
  • Ideal for tax planning or general advice
  • Consult by Zoom, phone, or email
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State Tax Returns

Some US states require US expats to file state taxes on their income as well. The rules are different in each state. Your Bright!Tax CPA will give you definitive information regarding your particular circumstance.

$160

FBAR Reporting

FBAR, or the Foreign Bank Account Report (FinCEN Form 114), is required for individuals who have foreign accounts with balances that in total exceeded $10 thousand at any time during the tax year. Includes up to 10 accounts per year.

$100

FATCA Reporting

FATCA, or the Foreign Account Tax Compliance Act (Form 8938), is required for individuals with foreign financial assets which, in aggregate, IRS thresholds. The rules vary depending on your location and/or marital status. FATCA filing is a relatively new law that the US government is enforcing vigorously. Includes up to 10 accounts per reporting year.

$150

Foreign Corporation

Foreign corporate returns (Form 5471) are required for all US persons who own 10% or more of a corporation overseas. Our flat fee assumes your corporate accounting records are in reasonably good order. Your Bright!Tax CPA will advise you about your particular foreign corporate return fees at the outset.

$630

Relief Procedures for Certain Former Citizens (Renouncing US Citizenship)

‘Accidental’ Americans who don’t have a US social security number and who aren’t US tax compliant can face negative treatment from foreign banks. This IRS program allows them to renounce their US citizenship without facing back taxes or penalties by filing their last 5 US tax returns.

$2,500

All other expat tax situations may be accommodated by our world-class, expat-expert CPAs, including partnerships, cryptos, trusts, and mutual funds.