Average Fees for U.S. Individuals and Non-Residents with U.S. Source Income (2024)

Average Fee for a U.S. Individual Tax Return (1040) or U.S. Nonresident Alien Income Tax Return (1040NR) with one State (return may include a few investment income and capital transactions):

  • $400-$850 per year

CPA WorldTax will assess your tax situation and customize this fee estimate to your situation.

Below are Average Fees for Additional U.S. Filing Requirements per year filed:

Be sure to visit the Pricing Policies page for an overview of CPA WorldTax fee policies. CPA WorldTax invoices based upon time spent on a return.

Additional complexity, higher volume investment activities, services not specified below and/or tax research are billed at the standard hourly rate of the staff involved.

    Form

    Title

    Fee in USD

    Additional State Return

    $100-$200

    Additional Spouse Return

    Married Filing Separately

    $100-$200

    Form 114

    Foreign Bank & Financial Account Reporting (FBAR)

    $150-$250

    5471

    Information Return of U.S. Persons with Respect to Certain Foreign Corporations

    $1,350-$2,000

    8621

    Information Return by a Shareholder of a Passive Foreign Investment Company (PFIC)

    $250-$300 (Per Fund/Acct)

    8938

    Statement of Specified Foreign Financial Assets

    $250-$325

    8959

    Additional Medicare Tax

    $250-$325

    8960

    Net Investment Income Tax (NIIT)

    $250-$325


    1040-X
    Amended US Individual Income Tax Return
    $275-$350
    Average Fees for U.S. Individuals and Non-Residents with U.S. Source Income (2024)
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