Which Base Plan Suits My Situation Better?

The best plan depends on your individual tax situation. If your tax return is simple with limited forms or credits, the Base Lite plan may be ideal. However, if you have more complex income sources or need additional support, the Base Full plan will better fit your needs.

Here's an overview of what we'll cover—click any section to jump ahead.

• About Our Base Plans
• Base Lite Package
• Base Full Package
• In summary:

About Our Base Plans

We heard you, and we listened! 🎉 Many of our customers asked for a simpler, more affordable option for straightforward tax situations, and that’s why we now offer the Base Lite package alongside our Base Full package.

Here’s a clear breakdown of what each package includes so you can choose the one that’s right for you:

Base Lite Package

The Base Lite package is designed for individuals with straightforward income sources. This is the best fit if you only have:

• US salary income, or
• Foreign salary income

Anything beyond just salary income? You’ll need the Base Full package.

Best for:

Expats or US taxpayers with simple income from employment only.

Base Full Package

The Base Full package is designed for more complex tax situations and includes everything in Base Lite, plus support for:

• Investment Income (stocks, dividends, rental income, etc.)
• Freelance / Self-Employment Income
• Pension Income
• FBAR and FATCA compliance (required for certain foreign financial accounts and assets)
• Foreign Earned Income Exclusion (FEIE) and Foreign Tax Credit (FTC) optimization

Best for:

Individuals with multiple income streams, foreign bank accounts, or who need to maximize U.S. tax benefits while staying compliant.

In summary:

• Only salary income? → Choose Base Lite
• Anything else (investments, freelance, pensions, FBAR, deductions, etc.)? → Choose Base Full Package.