Free 15-minute call

Get a clear filing route in 15 minutes.

We'll identify whether your situation fits self-serve PFIC preparation, accountant handoff, Concierge or a case requiring a qualified tax professional. You leave with a route, not a pitch — and when the honest answer is “self-serve covers you” or “you need an attorney, not us”, that is what you hear.

• ·Which foreign funds, ETFs or accounts create a filing obligation — and roughly how many Forms 8621 that means
• ·Whether the Streamlined Foreign Offshore Procedures could fit your facts (non-willfulness, the 330-day test) — a first screening of the fit
• ·Whether self-serve, CPA Export, Concierge, or a qualified tax professional is the right route for you

Prefer writing? support@atamatax.com reaches a human within one business day. The call is educational — it is not individualised tax advice, and booking creates no engagement or fee.