Simple
*
$129 and up
- W-2 , interest , and standard deductions
- Not include rental or self-employment income
- State tax filing fees are charged separately
Standard
Multiple sources of income
$174 and up
- Multiple W-2s or for taxpayers with dependents
- State tax filing fees are charged separately
Rental
Rental Income
$299 and up
- Filing for rental property
- State tax filing fees are charged separately
Self Employed
Sole proprietors
$384 and up
- Including financial statement review
- State tax filing fees are charged separately
Tax Treaty
Treaty Filing
$139 and up
- F1, J1, OPT, H1B holders, and others eligible for tax treaty
- Form 1040NR or tax treaty filing
- State tax filing fees are charged separately
Oversea
Foreign Assets / Businesses / Income / Gifts
$599 and up
- FBAR / FATCA / Foreign Income or Gift
- Foreign company shareholding reporting requires an additional fee
- State tax filing fees are charged separately
LLC/Partnership Income Tax
$699 and up
- Including financial statement review
- Year-round tax consulting
- State tax filing fees are charged separately.
Corporation Income Tax
$799 and up
- Including financial statement review
- Multi-state tax filing support
- State tax filing fees are charged separately.
Bookkeeping
$99 and up /month
- Bookkeeping for monthly income and expense;
- Provide monthly financial statements
Business Setup
Business Formation
$299 and up
- Supports LLC / C-Corp / S-Corp / Non Profit
- Additional charges may apply for owners who are not U.S. persons.
Payroll
Set up a payroll system
$99 and up /month
- Process monthly employee payroll and tax withholdings
- Includes quarterly filings and annual forms
Sale Tax
Sales Tax Filing
$99 and up /month
- File sales tax on a monthly or quarterly basis
- Supports multi-state sales tax accounts
FBAR Remediation & Risk Assessment
Streamlined · Delinquent · Reasonable Cause · Path Selection
Project-Based Engagement
- FBAR / FATCA Non-Compliance Risk Assessment
- Eligibility Analysis for Streamlined Filing
- Delinquent Filing Pathway Evaluation
- Reasonable Cause Position Analysis
- Historical Missing Income Reconstruction
- Penalty Exposure Comparison Across Options
- Documentation Structuring
Startup & Founder Tax Advisory
*
Project-Based Engagement
- Federal & State Corporate Tax Compliance
- Founder Individual Tax Coordination
- Multi-Entity Tax Alignment Review
- Compensation Tax Planning (ISO / NSO / RSU)
- QSBS Qualification Analysis
- R&D Credit & Section 174 Planning
- Pre-Funding & Exit Tax Modeling
High-Income & Complex Tax Advisory
*
Project-Based Engagement
- Multi-Year Tax Projection Modeling
- Federal & Multi-State Tax Exposure Analysis
- Capital Gain & Income Timing Strategy
- Real Estate Investment Impact Analysis
- AMT Forecasting & Equity Vesting Modeling
- Liquidity Event Tax Impact
- Quarterly Tax Advisory
Strategic Advisory & High-Net-Worth Solutions
Private Client & Family Office Coordination
Project-Based Engagement
- Multi-Entity Tax Impact Analysis
- Related-Party Transaction
- Estate & Gift Tax Exposure Forecasting
- Intergenerational Wealth Transfer
- Long-Term Strategic Tax Roadmap
Cross-Border & International Tax Solutions
Cross-Border & VIE Tax Analysis
Project-Based Engagement
- Pre-Immigration Tax Consulting
- CFC (Controlled Foreign Corporation)
- Subpart F & GILTI Tax
- VIE (Variable Interest Entity) U.S. Tax Impact
- Foreign Tax Credit (FTC)
- International Information Reporting Support (Forms 5471 / 8865)
U.S. Expatriation & Exit Tax Analysis
*
Project-Based Engagement
- Covered Expatriate Risk Assessment
- Exit Tax Estimation
- Corporate Equity, Real Estate & Investment Tax Impact
- Long-Term Green Card Holder Risk Review
- Timing-Based Exit Tax Comparison
- Pre-Expatriation Tax Strategy
*Prices are starting rates. Actual fees may vary by filing details and state requirements.
AQ Tax & Advisory provides tax preparation and tax advisory services. We do not provide legal advice, investment advice, or financial planning services. Legal structuring, securities matters, and fiduciary services must be handled by qualified licensed professionals. Any tax projections or modeling are estimates based on information provided and current tax law, which may change.
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