What does the cross-border tax package include?

Our Cross-Border Filing package is designed for expats with more complex tax situations that go beyond standard employment income and FEIE/FTC. Starting at $800, this package includes everything in our Standard package plus significant additional coverage.

Everything in Standard, plus: Form 8938 (FATCA) for reporting specified foreign financial assets, Form 8833 for treaty-based return positions, analysis and application of applicable tax treaty provisions, both FEIE and FTC analysis (including potential combination strategies), Schedule SE for self-employment tax calculations, and Schedule C or Schedule E for business or rental income.

Additional Income Sources: self-employment income preparation and planning, investment and dividend income reporting with proper sourcing, rental income reporting with depreciation calculations, and pension or retirement account income with treaty analysis.

Strategic Planning: detailed FEIE vs. FTC comparison with written recommendation, Foreign Housing Exclusion analysis and calculation, treaty benefit optimization for your specific country, and projections for estimated tax payments if applicable.

The Cross-Border package is ideal for expats who: have multiple types of income (employment plus self-employment, investments, or rental); need to claim treaty benefits beyond standard provisions; have foreign assets exceeding FATCA thresholds; work in countries with specific treaty nuances; or have a combination of US and foreign income sources.

Common add-ons for Cross-Border clients include state tax returns ($150+), Canadian T1 preparation for US-Canada filers, and additional international information returns (Forms 5471, 8621, 3520) if needed, which may require upgrading to our Comprehensive package.

We determine the best package during your free consultation based on your specific needs. If your situation changes mid-engagement and requires additional services, we discuss any fee adjustment before proceeding.