What's the difference between your pricing tiers?

Zenith Financial offers three main pricing tiers designed to match different levels of tax complexity. Here is a clear comparison of what each tier covers and who it is best suited for.

Standard Expat Filing ($500+): Best for single-country expats with employment income. Includes Form 1040, FEIE (Form 2555) or FTC (Form 1116), FBAR filing, standard deductions and schedules, multi-level quality review, e-filing, and year-round support. Ideal for: employees working abroad in one country, with straightforward income and foreign bank accounts.

Cross-Border Filing ($800+): Best for expats with complex income or treaty needs. Includes everything in Standard plus Form 8938 (FATCA), Form 8833 (treaty positions), self-employment income (Schedule C/SE), rental or investment income (Schedule E/D), combined FEIE and FTC optimization, housing exclusion analysis, and detailed strategy comparison. Ideal for: self-employed expats, those with multiple income types, investment income, or specific treaty needs.

Comprehensive Filing ($1,200+): Best for the most complex international situations. Includes everything in Cross-Border plus PFIC reporting (Form 8621), foreign corporation reporting (Form 5471), foreign partnership reporting (Form 8865), foreign trust reporting (Form 3520/3520-A), stock option and RSU cross-border allocation, foreign property sale reporting, and complex multi-country coordination. Ideal for: business owners, investors with PFICs, corporate assignees with equity compensation, or those with trusts and complex structures.

Common add-ons available with any tier: state tax returns ($150+), Canadian T1 returns, amended returns (Form 1040-X), multi-year packages, and Streamlined Filing Compliance.

We recommend the appropriate tier during your free consultation based on your specific facts. Most clients fall clearly into one tier, and we are transparent about which level of service you actually need — we never upsell services you do not require.