Are prices different for late filers with multiple years?

Yes, multi-year filing engagements are priced differently from single-year returns, reflecting the additional work involved in preparing multiple returns. However, we offer significant per-year discounts when preparing multiple years together, making the cost per return considerably lower than filing them separately.

For Streamlined Filing Compliance Procedures — the most common multi-year engagement — we offer a bundled package that includes: preparation of 3 years of federal tax returns (Form 1040 with all required schedules), preparation and filing of 6 years of FBARs, all required international information returns for each year, the Streamlined certification statement, and FATCA reporting (Form 8938) for applicable years.

The total Streamlined package cost depends on the complexity of each year — a straightforward Streamlined filing with employment income starts significantly lower per year than individual single-year rates. We provide a fixed quote for the complete package during the consultation.

For non-Streamlined multi-year filings (for example, filing current and prior year returns that are simply late), we typically discount each additional year by 15-25% compared to our single-year rates. The exact discount depends on the number of years and the consistency of your tax situation across years (returns with similar facts each year are more efficient to prepare).

We also offer priority scheduling for multi-year clients to ensure your catch-up filing is completed as quickly as possible, reducing the time you spend in non-compliance.

All multi-year pricing is quoted upfront during your free consultation. We assess your situation, determine how many years need to be filed, recommend the appropriate compliance program, and provide a complete quote covering the entire engagement. There are no surprise fees during or after the process.