Holiday Home Fees

We offer a three-tier fee quote. 

Premium – For Those Who Want A Personal Relationship – includes US tax preparation, detailed tax memos and position papers covering income, inheritance, gift, and capital gains tax to assist you in tax planning, regular tax updates, telephone and email assistance throughout the year, Taxpayer ID application, as well as an in-person visit each year to review your tax situation and make strategic decisions.

Regular – For the Self-Reliant Person – includes US tax preparation, detailed tax memos and position papers, regular tax updates, telephone and email assistance throughout the year, and Taxpayer ID application. All work is done by post, email, fax, and phone.

Budget – When Cost is an Issue – includes only US tax preparation with instructions on how to apply for a Taxpayer ID number on your own, as well as our detailed tax memos, position papers, and regular tax updates. 

Fees are reduced for multiple ownersFees are reduced for multiple owners of a single property. There is a small additional charge for additional properties. Corporate and Partnership fees are quoted separately.

All services include the following US tax returns:
US Form 1040NR
US Form Schedule E for one property
US Form 4952 (Depreciation), up to five line entries
US extension Forms 4868 and 2868 

Refer-a-friend discount programme: We offer rebates and discounts for referring friends and Villa Associations. For a full personalized fee quote, please contact us for further details.