Tax Services
Experienced tax preparation and planning for individuals, small business owners, and clients with international tax needs.
Egan Tax combines 16+ years of experience with direct CPA oversight and practical guidance tailored to your situation.
Our Tax Services
Expat & International Tax
Specialized support for Americans abroad and taxpayers with international reporting requirements, including FBAR, FATCA, PFIC, and foreign income considerations.
Individual Tax Preparation
Accurate tax preparation for individuals and families, including federal returns, Minnesota state filings, investments, rental income, and prior-year corrections.
Small Business Tax Preparation
Tax preparation and planning support for small business owners, partnerships, S-Corporations, and self-employed professionals, with direct CPA guidance.
Tax Planning Guidance
Year-round tax planning strategies for individuals and business owners, helping you make informed decisions before deadlines arrive.
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Form 1040 and Minnesota state tax returns
Investment income reporting including capital gains, dividends, and interest
Rental property reporting through schedule
Mid-year tax projections and estimated tax guidance
Withholding adjustments
Prior-year amendments and corrections
Starting at $800
| Add-On | Price |
|---|---|
| Schedule C (self-employment/business income) | +$100 |
| Schedule E (rental/passive income) | +$100 |
| Year-End Tax Projection | +$500 |
| Year-Round Tax Planning (includes projection) | +$1,000 |
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Schedule C, S-Corporation, and partnership tax preparation
Entity structure guidance
S-Corp election timing and analysis
Quarterly estimated tax guidance
Mid-year tax projections
Prior-year amendments and corrections
Starting at $1,200
| Service | Price |
|---|---|
| Form 1065 (Partnership return) | starting at $1,200 |
| Form 1120-S (S-Corp return) | starting at $1,200 |
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US expat and cross-border tax preparation
FBAR and FATCA reporting
PFIC reporting
Streamlined Filing procedures
Foreign tax credit planning
Cross-border tax planning
Multi-year amendments and corrections
Starting at $800
| Add-On | Price |
|---|---|
| FBAR (FinCEN Form 114) | +$100 |
| Form 8938 (FATCA reporting) | +$100 |
| Form 8621 (PFIC), per fund | starting at $100 |
| Form 5471 (foreign corporation) | starting at $1,000 |
| Streamlined Filing package | starting at $2,700 |
| + FBAR, per year required (Streamlined only) | +$100 |
| Year-End Tax Projection | +$500 |
| Year-Round Tax Planning (includes projection) | +$1,000 |
What it’s like to Work with egan tax
01.
Start with a conversation
We'll take a quick look at your situation, answer initial questions and provide a fee quote upfront.
02.
Upload Your Documents
Documents are submitted securely through the client portal, so there’s no need to come into an office.
03.
Preparation + CPA Review
Your return is prepared and reviewed with direct CPA oversight.
04.
Review + File
Once everything is complete, you’ll review your return, sign electronically, and Egan Tax will e-file on your behalf.
A note on Timing
Egan Tax's core specialty is US expat and international tax, which is available year-round.
Individual and small business tax preparation is offered primarily during the standard tax season.
If you need domestic tax preparation, reaching out early is recommended to make sure there is room on the calendar.
Ready to get started?
Let's discuss your situation and find the right solution for you.