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Pricing for Tax, Bookkeeping & Accounting Service | OptimizeTax

Transparent Pricing

For Comprehensive Tax, Bookkeeping, and Payroll Solutions

Individual Tax

$200.00

$100.00

US Residents, Non Residents and Expats wanting to file personal Income Tax 1040 or 1040NR

Core Features

  • Single or married
  • Dependents
  • W2 Income
  • Interest and Ordinary Dividends
  • Child tax Credit
  • Student loan interest

Custom pricing for below

  • Itemized deduction
  • Stock, gain and losses
  • Rental property Income
  • Royalty & Schedule K-1 Income
  • Freelance Income, 1099-NEC
  • Foreign bank & financial accounts
Customize your plan

Business

$300.00

225.00

Partnership, Corporation or S Corporation Business Owners wanting to file business Taxes

Core Features

  • Revenue recognition
  • Cost of goods sold
  • Business Expenses
  • Depreciation and Amortization
  • Home office Deduction
  • Vehicle Expenses
  • Payroll Taxes
  • Section 179 deduction
  • Health Care

Custom pricing for below

  • Compliance 5472/5471
  • Compliance 8804/8805
  • R & D Credits
  • Other special scenarios
Customize your plan

Bookkeeping

$300.00

225.00

Dedicated Bookkeeper for Small Business and Start-ups

Core Features

  • Dedicated Bookkeeper
  • Monthly Financials
  • Unlimited Support
  • Business Tax Preparation
  • Personal Tax Preparation
  • Bank Statement and CC Reconciliation

Custom pricing for below

  • Account Payable Invoice
  • Account Receivable Invoice
  • Business Tax Preparation
  • Personal Tax Preparation
Contact Us

Transparent Pricing

FINCEN Form 114 (FBAR)

Foreign Bank Account Reporting (FBAR) is required for overseas accounts totaling over $10,000 yearly. Our service fee covers up to 5 accounts. An additional $50 fee applies for every 5 extra accounts. Ensure compliance with the U.S. Treasury.

$75

USD

FATCA (Form 8938)

FATCA Form 8938 reporting is required for foreign financial assets exceeding $50,000 for single filers or $100,000 for married joint filers. These thresholds are higher for taxpayers living abroad. We ensure compliance and accurate filing to avoid IRS penalties.

$100

USD

State Tax Return

State tax filing is required to ensure compliance with state tax laws, accurate tax payments on earned income from the state, and to avoid penalties.

$75

USD

Form 8621 (PFIC Income)

Form 8621 is required for reporting Passive Foreign Investment Companies (PFICs) if your holdings exceed $25,000 for single filers or $50,000 for married joint filers. We handle complex PFIC calculations, ensuring accurate reporting and helping minimize tax implications for foreign mutual funds and investments.

$75

USD

Form 5471

Form 5471 is required for U.S. persons with significant ownership or control (10% or more) in foreign corporations. We handle complex reporting, ensuring compliance with IRS regulations and helping you avoid substantial penalties for non-filing.

$75

USD

Form 5472

Form 5472 is required for foreign-owned U.S. corporations and foreign corporations engaged in U.S. trade with 25% or more foreign ownership. We manage the reporting of transactions between related parties, ensuring IRS compliance and avoiding penalties.

$75

USD

Form 8804 & 8805

Forms 8804 and 8805 are required for partnerships with foreign partners. We optimizeTax handle withholding tax on foreign partners’ U.S. income, ensure accurate reporting, and manage partner-specific allocations to ensure compliance with IRS regulations.

$75

USD

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