U.S. Tax Solutions for resident alien and nonresident alien foreign nationals

Basic Form 1040 with Standard Deduction	$225
Basic Form 1040NR (includes Form 8843 & Schedule A if required)	$250
Basic Dual-Status Return	$300
Basic Expatriate Return	$300
Basic Form 1040 with Treaty Benefits	$300
Any State Income Tax Return (when federal return is prepared by us)	$75
Local Income Tax & School District Returns	$40

Fees are based upon your proper input of your tax information in our on-line organizer, Tax Notebook. Your fee may be higher than the basic charge if your return requires additional forms or schedules or involves issues requiring special research. You will be quoted an exact fee prior to an engagement, but this fee could change if unanticipated work is necessary because of missing information. Normal follow-up with the IRS regarding your refund is included in the basic fee. An additional fee might be necessary for my representation before the IRS should your return be audited or adjusted. If an adjustment is made to your return resulting in a higher tax liability because of an error by my firm, my firm will pay any resulting interest and penalties.

Priority mail is included for addresses in the United States. Additional charges apply for express mail and overseas postage. See usps.com for the current rates in your area.

Please contact Gary Carter at gwc@gwcartercpa.com for information regarding our corporate international assignment services programs, including payroll and individual consulting and tax return preparation services.

A new law requires that CPAs and all other personal financial service providers disclose their privacy policies to clients in a written notice. These policies pertain to non-public personal information about current and former clients. Of course, Gary W. Carter, CPA, PLLC has always protected your right to privacy with professional standards that are even more stringent than those required by law. In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide you. We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an 'as-needed' basis. Non-public personal information is never collected without your authorization, and we do not disclose such information except as required or permitted by law. Permitted disclosures include third parties who assist us in providing services to you, such as CCH Incorporated, the vendor providing us with our tax compliance software, and Global Tax Network, Inc., the vendor providing us with our on-line organizer.