About
Tax filing built for US expats, not retrofitted.
Atamatax is the tax-preparation software the existing market didn't bother to build. TurboTax sells a Live Expat add-on but routes you to a CPA. MyExpatTaxes and Expatfile gate Form 8621 (PFIC) behind their top tier. Boutique expat firms do excellent work, usually billed per engagement and per form — more than many straightforward portfolios justify.
What we cover that others don't
- Form 8621 / PFIC — up to 25 supported forms in the $499 PFIC Portfolio package and inside every Streamlined Investor or Complex engagement, with QEF, mark-to-market, and §1291 using the real IRS interest-rate table from 2009 through the current year.
- Treaty desks for Switzerland (1996), Denmark (1999), Italy (1999), Germany (1989), United Kingdom (2001), France (1994), Canada (1980), and Australia (1982). We cite the articles; you keep the receipts. Ten of them — Switzerland, Denmark, Italy, Germany, United Kingdom, France, Canada, Australia, Netherlands and Spain — also have a full country desk covering local accounts, investments and pensions.
- Foreign Earned Income Exclusion (Form 2555), Foreign Tax Credit (Form 1116), FBAR / FATCA (Form 8938) — the four-form expat baseline, generated together so the figures reconcile.
- Streamlined Foreign Offshore — catch-up preparation done with you, in three published tiers ($1,590–$2,990+): three return years, six FBAR years and a completeness check, quoted in writing after a free scope check. You certify non-willfulness on Form 14653, sign, and file.
How it works
Atamatax computes the supported federal figures from the data you enter and confirm, and produces a package that maps them to IRS forms and lines with step-by-step filing instructions. You review the figures, sign, and file. Questions about a specific case go to support@atamatax.com.
Pricing, briefly
Two product lines, both published. Self-serve software is flat per tax year, no usage-based surprises: $299 (no PFICs), $499 (PFICs), $799 (PFICs + treaty positions). Prior years, which ship as worksheets rather than pre-filled official PDFs, are priced at the $199 CPA Export rate. You pay only when you generate the PDF package — the on-screen draft is free. Streamlined catch-up preparation is the other line, quoted inside a published band: Streamlined Essential $1,590, Streamlined Investor $2,200 and Streamlined Complex from $2,990. The full breakdown lives on the pricing page.
Who's behind it
Danilson Ramos
Founder · Monthey, Switzerland
I'm a software developer based in Monthey, Switzerland. I built Atamatax because the Form 8621 problem — conventional foreign funds commonly needing PFIC analysis and separate reporting — was being solved with per-form professional engagements or not at all. Atamatax is the missing middle: real PFIC math, sourced line by line, at software prices.
I'm a software engineer, and the software is what I sign my name to: the engine cites its sources, the methodology is public, and technical content is traceable to published authorities.
Atamatax is operated by Atamatax — raison individuelle, Suisse (registration pending CHF 100k revenue threshold). For everything else, support@atamatax.com reaches a human — within one business day.
Open questions
Have a treaty case we don't list? A brokerage we don't recognise? Tell us — we route real customer cases into the roadmap every week. And if you are weighing whether to trust a one-person product with a federal filing, that is a fair question: is Atamatax legitimate? sets out what is verifiable and how to check it.