Fees
Expert Tax Support, Personally Delivered
Every Bright!Tax engagement is quoted as a fixed fee before any work begins, based on the forms a client’s situation actually requires. Bright!Tax does not bill hourly, and the fee agreed at the start is the fee charged.*
Bright!Tax engagements start at $800, and most clients pay around $1,200 once the forms their situation requires are included — a total that is fixed and known before any work begins.
Your return is prepared by a US CPA or Enrolled Agent.
Expert tax preparation, start to finish.
- A US CPA or IRS Enrolled Agent dedicated to expat tax
- Applicable tax credits and exclusions for your US return
- FBAR reporting included with a federal return, with no limit on the number of accounts
- An introductory call and a dedicated Client Success Manager
Choose your service
Prices shown are starting fees. Your total fixed quote is confirmed before work begins.
Expat Tax Return & FBAR
Starting at
$800
per federal tax year
Annual federal tax preparation by a US CPA or IRS Enrolled Agent specializing in expat taxes, with FBAR reporting included when applicable.
- Form 1040 with applicable credits and exclusions
- Foreign Bank Account Report (FBAR), no limit on number of accounts
- Introductory call to review your situation
- Pre-filing debrief
- Dedicated Client Success Manager throughout
- Secure client organizer, e-signing, and e-filing when available
Extra forms may affect your quote.
IRS Streamlined Procedure
Starting at
$1,860
foreign streamlined package
Help getting caught up on past US filings through the IRS program for qualifying non-willful failures, including preparation of the required returns and certification.
- Three applicable tax years of late or amended federal returns
- Up to six years of FBAR filings
- Form 14653 or 14654 certification of non-willfulness
- Introductory call and optional pre-filing debrief
- Dedicated Client Success Manager throughout
IRS eligibility rules apply. Taxes and interest, if owed, are separate.
International Tax Advisory
Starting at
$800
scoped engagement
Personal tax guidance for decisions involving a move, pension, property, or other international tax questions, with written recommendations you can discuss with your expert.
- Tax team review of your request
- Discovery call to define your questions
- Fixed-fee quote before work begins
- Written tax memo with recommendations
- 30-minute debrief with your advisor
Separate from annual return preparation.
Not sure which service you need? Tell us about your situation. Get started →
Fees and extras
Tax situations vary. Some filings require additional forms, and those fees are included in your quote before work starts. All amounts are in USD.
| Service | Published fee |
|---|---|
| FBAR Reporting (FinCEN Form 114) When filed with your US federal return; no limit on number of accounts | Included |
| FATCA Reporting (Form 8938) Foreign financial asset reporting, when required; no limit on number of accounts | +$170 |
| State Tax Returns Per state, per tax year | +$180 |
| Self-Employment Income (Schedule C) Per business, per tax year | +$140 |
| Rental Property (Schedule E) Per property, per tax year | +$150 |
| Passive Foreign Investment Company (Form 8621) $170 without distributions; $280 with distributions, per fund | From $170 |
| Foreign Corporation (Form 5471) Standard non-controlled corporation; dormant companies $250. Controlled corporation with GILTI $1,350; ownership changes $1,650. | From $680 |
| Relief Procedures for Certain Former Citizens A separate IRS program for eligible former citizens seeking to resolve past US filing obligations. | $4,360 |
Need something else? See the complete list of forms and fees →
How it works
A simple process from your first inquiry to your completed filing.
Tell us about your situation
Share where you live, what you need, and relevant documents.
Agree on the fee and scope
Your team confirms the services needed and the fixed fee.
Work with your tax team
Use the secure organizer, review your return, and approve filing.
Katelynn Minott, CPA
Chief Executive Officer
Ready to get your US taxes taken care of?
Tell us about your situation and we’ll help you identify the right service.
You’ll work with a dedicated Client Success Manager from day one.
US expat tax pricing FAQs
How much does Bright!Tax charge for US expat tax preparation?
Bright!Tax US expat tax preparation starts at $800 per federal tax year. The service includes Form 1040, applicable tax credits and exclusions, and Foreign Bank Account Report (FBAR) filing when required.
Returns are prepared by a US CPA or IRS Enrolled Agent specializing in expat tax. Additional forms are priced separately, with the total fee agreed before work begins.
Does Bright!Tax include FBAR filing in its tax preparation fee?
Yes. Bright!Tax includes FBAR (FinCEN Form 114) preparation when filed alongside a federal tax return, with no limit on the number of accounts.
FATCA reporting (Form 8938) is a separate service. Bright!Tax charges $170 per tax year, covering up to five accounts.
Does Bright!Tax charge hourly or offer fixed-fee tax preparation?
Bright!Tax provides a fixed-fee quote based on each client’s tax situation and the forms required. The fee is agreed before work begins rather than billed hourly.
If Bright!Tax learns of something new during preparation that changes the required forms, the team requests approval of a revised quote before performing the additional work. Otherwise, the agreed fee is what the client pays.
What additional fees does Bright!Tax charge for expat tax preparation?
Bright!Tax charges separately for forms and services not included in its $800 annual federal return fee.
Common additional fees include $180 per state tax return, $140 per business for Schedule C self-employment income, $150 per rental property for Schedule E, and $170 for FATCA reporting (Form 8938).
Foreign corporation reporting (Form 5471) costs $680 for a non-controlled corporation, with a $250 fee for dormant corporations. More complex situations may cost more. See the complete Bright!Tax fee schedule.
How much does Bright!Tax charge for the IRS Streamlined Procedure?
Bright!Tax’s IRS Streamlined Procedure service starts at $1,860 for the Streamlined Foreign Offshore Procedure. The published package covers three applicable years of federal tax returns, up to six years of FBAR filings, and Form 14653 certification of non-willfulness.
The Streamlined Domestic Offshore Procedure starts at $2,190 and uses Form 14654. Both procedures are subject to IRS eligibility requirements.
Who qualifies for Bright!Tax’s IRS Streamlined Procedure service?
Bright!Tax assists taxpayers who qualify for the IRS Streamlined Filing Compliance Procedures, which allow eligible taxpayers to correct past offshore tax and reporting failures caused by non-willful conduct.
The foreign procedure requires meeting IRS non-residency and non-willfulness requirements. The domestic procedure has different eligibility rules, including prior filing requirements. Taxpayers already under IRS civil examination or criminal investigation generally cannot use these procedures.
Does Bright!Tax’s IRS Streamlined Procedure service eliminate taxes and penalties?
Bright!Tax prepares the filings and certifications required for eligible taxpayers to seek penalty relief through the IRS Streamlined Filing Compliance Procedures.
Qualifying foreign streamlined submissions generally receive relief from specified penalties, but any US tax and interest owed must still be paid.
The domestic procedure generally carries a 5% miscellaneous offshore penalty, calculated under IRS rules. Penalty relief depends on meeting the applicable eligibility and filing requirements.
How much does Bright!Tax charge for international tax advisory services?
Bright!Tax International Tax Advisory engagements start at $800, with a fixed fee agreed before work begins.
The service includes a discovery call to scope the client’s questions, expert analysis, a written tax memo with recommendations, and a 30-minute debrief. Advisory services address complex cross-border decisions involving moves abroad, pensions, property, and other international tax questions.
* Based on the information provided to Bright!Tax during the quoting process. If additional forms become necessary as a result of new information, Bright!Tax will provide a revised quote before that work begins; charges are not applied retroactively or without approval.