US Individual Tax Return (Form 1040 & FBAR) Preparation, Tax Consulting & Planning, ITIN Applicaiton

Fee Table

10% sales tax will be additionally charged to the below.
 
FEDERAL INDIVIDUAL INCOME TAX RETURN
Form 1040/1040NR U.S. Resident/Nonresident Individual Income Tax Return Required ¥39,000          Base Fee
  Part-year resident (dual status: 1040&1040NR Combination) Required Add’l ¥30,000
       
SCHEDULES ATTACHED TO TAX RETURN

Schedule 1

Additional Income and Adjustments

Required, if applicable

Base-fee included

Schedule 2

Tax

Required, if applicable

Base-fee included

Schedule 3

Nonrefundable Credits

Required, if applicable

Base-fee included

Schedule 4

Other Taxes

Required, if applicable

Base-fee included

Schedule 5

Other Payments and Refundable Credits

Required, if applicable

Base-fee included

Schedule 6

Foreign Address and Third Party Designee

Required, if applicable

Base-fee included

Schedule A

Itemized Deductions

Optional

Base-fee included

Schedule B

Interest and Ordinary Dividends

Required, if applicable

Base-fee included

Schedule C

Profit or Loss from Business (per Business)

Required, if applicable

¥25,000 ~

Schedule D or FX Transaction Stmt

Capital Gains and Losses

Required, if applicable

¥15,000

Schedule E

Supplemental Income and Loss for Rental Activity (per Activity)

Required, if applicable

¥20,000

Supplemental Income and Loss from Partnership (per Activity)

Required, if applicable

¥20,000

Schedule EIC

Earned Income Credit

Optional

¥5,000

Schedule R

Credit for the Elderly or the Disabled

Optional

¥1,000

Schedule SE

Self-Employment Tax

Required, if applicable

Base-fee included

Schedule 8812

Child Tax Credit

Optional

Base-fee included

       
FORMS ATTACHED TO TAX RETURN

Form 465

Limitation on Business Loss

Required, if applicable

Fee Negotiable

Form 926

Return by a U.S. Transferor of Property to a Foreign Corp (per Form)

Required, if applicable

¥10,000~

Form 965

Deferred Foreign Income

Required, if applicable

Fee Negotiable

Form 965-A

Individual Report of Net 965 Tax Liability

Required, if applicable

Fee Negotiable

Form 1116 – General  Basket

Foreign Tax Credit (per Form)

Optional

¥15,000

Form 1116 – Passive Basket

Foreign Tax Credit (per Form)

Optional

¥15,000 ~ ¥30,000

Form 1116 – Treaty Resource Basket

Foreign Tax Credit (per Form)

Optional

¥15,000

Form 2106

Employee Business Expenses

Optional

¥20,000

Form 2210

Underpayment of Estimated Tax

Optional

Base-fee included

Form 2441

Child and Dependent Care Expenses

Optional

¥3,000

Form 2555

Foreign Earned Income Exclusion (per Form)

Optional

¥15,000

Form 3800

General Business Credit

Optional

¥15,000 ~

Form 3903

Moving Expense

Optional

¥10,000

Form 4562

Depreciation and Amortization (per Activity)

Optional

¥15,000

Form 4684

Casualties and Thefts

Optional

¥10,000

Form 4797

Sales of Business Property

Required, if applicable

¥25,000

Form 4952

Investment Interest Expense Deduction

Optional

¥5,000

Form 5329

Add’l Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts

Required, if applicable

¥15,000

Form 5405

First-Time Homebuyer Credit & Credit Repayment

Required, if applicable

¥10,000

Form 5471

Information Return of U.S. Persons With Respect To Certain Foreign Corporations

Required, if applicable

Fee Negotiable

IRC 965 Statement

IRC 965 Transaction Tax Statement

Required, if applicable

Fee Negotiable

Form 5695

Residential Energy Credits

Optional

¥5,000

Form 6198

At-Risk Limitations 

Required, if applicable

¥10,000

Form 6251

Alternative Minimum Tax – Individuals

Required, if applicable

Base-fee included

Form 6781

Gains/Losses From Sec 1256 Contracts & Straddles

Required, if applicable

¥5,000

Form 8082

Notice of Inconsistent Treatment

Required, if applicable

Fee Negotiable

Form 8283

Noncash Charitable Contributions

Optional

¥5,000

Form 8582

Passive Activity Loss Limitations

Required, if applicable

¥5,000

Form 8606

Nondeductible IRAs

Optional

¥3,000

Form 8615

Tax for Certain Children Who Have Unearned Income

Required, if applicable

¥10,000

Form 8621

Information Return by a PFIC or QEF Shareholder

Required, if applicable

Fee Negotiable

Form 8801

 Credit for Prior Year Minimum Tax

Optional

¥15,000

Form 8814

Election to Report Child’s Interest and Dividends

Required, if applicable

¥3,000

Form 8829

Expenses for Business Use of Your Home

Optional

¥25,000

Form 8833 or its Equivalent Stmt

Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) (per Form)

Required, if applicable

¥15,000

Form 8840

Closer Connection Exception Statement for Aliens

Required, if applicable

¥10,000

Form 8843

Statement for Exempt Individuals

Required, if applicable

¥5,000

Form 8854

 Initial and Annual Expatriation Statement 

Required, if applicable

Fee Negotiable

Form 8863

Education Credits

Optional

¥15,000

Form 8879 & 8453

E-file

Optional

¥5,000

Form 8880

Credit for Qualified Retirement Savings Contributions

Optional

¥3,000

Form 8889

Health Saving Account Deduction

Optional

¥3,000

Form 8903

Domestic Production Activities Deduction

Optional

¥5,000

Form 8917

Tuition and Fees Deduction

Optional

¥5,000

Form 8936

Qualified Plug-in Electric Drive Motor Vehicle Credit

Optional

¥5,000

Form 8938

Stmt of Foreign Financial Asset -up to 5 accts. Add’l 5,000JPY per add’l 5 accts each

Required, if applicable

¥15,000 ~

Form 8949

Sales and other Dispositions of Capital Assets

Required, if applicable

¥10,000

Form 8959

Additional Medicare Tax

Required, if applicable

¥5,000

Form 8960

Net Investment Income Tax

Required, if applicable

¥5,000

Form 8962

Premium Tax Credit

Required, if applicable

¥10,000

Form 8965

Health Coverage Exemptions

Required, if applicable

¥10,000

Form 8990

Limitation of Business Expense

Required, if applicable

Fee Negotiable

Form 8991

Tax on Base Erosion Payments

Required, if applicable

Fee Negotiable

Form 8992

Global Intangible Low-Taxed Income

Required, if applicable

Fee Negotiable

Form 8993

Section 250 Deduction for FDII & GILTI

Required, if applicable

Fee Negotiable

Form 8995

Qualified Business Income Deduction (simplified)

Optional

Fee Negotiable

Form 8995-A

Qualified Business Income Deduction

Optional

Fee Negotiable

Form 14652/14653

Streamlined Procedures Certificate

Required, if applicable

Fee Negotiable

7701 Election

Full Year Election

Optional

¥5,000

6013 Election

Joint Filing Election

Optional

¥5,000

Equity Compensation Stmt

Equity Compensation Statement or its Equivalent

Required, if applicable

¥20,000

Other Forms & Schedules

 

 

Fee Negotiable

       
OTHER      

Form SS-4

Employer Identification Number Application

Optional

¥25,000

Form W-4

Employee’s Withholding Allowance

Required, if applicable

¥20,000

Form W-7

Form W-7 Preparation & Passport Certificate

Optional

¥35,000

Non-Passport ID Certificate & Translation

Optional

Add’l ¥5,000 ~

Other Attachment Review

Optional

Add’l ¥7,500 ~

Form W-8BEN

Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding

Optional 

¥20,000

Form W-8BEN-E

Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding (Entities)

Optional 

¥30,000 ~

Form W-8ECI

Certificate of Foreign Person’s Claim for ECI

Optional 

¥20,000

Form W-9

Request for Taxpayer Identification Number and Certification

Optional

¥10,000

Form 56

Notice of Fiduciary Relationship

Required, if applicable

Fee Negotiable

Form 673

Exemption from Withholding on FEIE

Optional 

¥30,000 ~

Form 2848

Power of Attorney and Declaration of Representative

Optional

¥7,000

Form 1040X

Amended U.S. Individual Income Tax Return

Required, if applicable

Fee Negotiable

Form 1040ES

Estimated Tax for Individuals 

Optional

¥45,000 ~

Form 4506-T

Request for Transcript

Optional

¥7,000

Form 4868

Automatic Extension of Time to File U.S. Individual Tax Return

Required, if applicable

¥10,000

Form 8288

Withholding Tax on Real Property Sale

Optional

Fee Negotiable

Form 8802

Application for U.S. Residency Certification

Optional

¥25,000

Form 8822

Change of Address

Optional

¥5,000

Form 709

United States Gift Tax Return

Required, if applicable

Fee Negotiable

Form 3520

Annual Return To Report Transactions w/ Foreign Trusts & Receipt of Foreign Gifts

Required, if applicable

Fee Negotiable

Form 706

U.S. Estate Tax Return

Required, if applicable

Fee Negotiable

       
FOREIGN BANK ACCOUNTS REPORT

Form 114 (fka TDF 90-22.1) – FBAR & e-file

Report of Foreign Bank and Financial Accounts – per form (up to 5 accts. Add’l 5,000 JPY per add’l 5 accts each)

Required, if applicable

¥19,000 ~

Amended Form

per form

Required, if applicable

Fee Negotiable

       
STATE INDIVIDUAL INCOME TAX RETURN

State Tax Return, w/ Forms & Sch

per 1 State

Required, if applicable

¥25,000

CA, MA, NJ, NY, PA add’l 10,000 JPY

per 1 State if applicable to any State on left

Required, if applicable

¥10,000

Other Special Forms & Schedules

per Form

Required, if applicable

Fee Negotiable

Extension

per State

Required, if applicable

¥5,000

Estimated Tax

per State

Optional

¥10,000

Amended Return

per State

Required, if applicable

Fee Negotiable

       
LOCAL INDIVIDUAL INCOME TAX RETURN

Local Tax Return, w/ Forms & Sch

per1 Local

Required, if applicable

20,000

Other Special Forms & Schedules

 per Form

Required, if applicable

Fee Negotiable

Extension

per Local

Required, if applicable

¥5,000

Estimated Tax

per Local

Optional

¥10,000

Amended Return

per Local

Required, if applicable

Fee Negotiable

       
OTHER

Application of Optimal Tax Filing Position based on Tax Saving Calculation

Optional

¥30,000 ~

Handling of Notice from Tax Authority and Tax Audit (Tax lawsuit is not included)

Required, if applicable

¥15,000 ~

Other Tax Consulting & Tax Planning

Optional

¥15,000 ~

TEL 03-5403-4639 Mon.-Fri. 9:00 - 17:30

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