$29 · one time · credited toward filing
Answer a few questions. Get a personalized action plan.
Atamatax already answers the questions Americans abroad search for. The Atamatax Express Plan answers the one the articles cannot: what all of it means for your situation, what you may need to file, in which order, and what to do next.
Free first, then the plan
The map is a real result, not a teaser: which filings may apply to you, a status for each, and how complex the situation looks. The plan is the organised, sequenced, document-level version of it.
US Tax Map
Free
No payment, no account. Answer the questions and read the result.
- Which US filings may apply to you, listed by name
- A status for each: likely, possible, needs review, not currently indicated
- A complexity band for the situation as a whole
- Whether a catch-up route appears to be in play
- No account, no card, and no email needed to see it
Atamatax Express Plan
$29
Everything in the map, plus the seven sections below. The price is credited against a qualifying Atamatax package.
- Potential filing years — Which return and FBAR years a catch-up would cover, counted from today's due dates.
- Catch-up route in detail — What supports it, what is unresolved, and what the certification involves.
- Form-by-form notes — Why each form appeared, in terms of your answers, and the one fact that would settle it.
- Personal filing sequence — What to do first, second and third — and what must not be filed before something else is settled.
- Document checklist — Exactly what to gather for each form, so nothing is requested twice.
- Professional-review notes — The items software must not decide, named so you can ask the right question.
- Recommended Atamatax service and credit — Which package fits, why, and how your Express Plan is credited toward it.
You see your free result before any payment is asked for.
What you get · what stays with youA written plan — nothing is prepared or filed.
Who does what
- Who prepares it
- The rules engine writes the plan from your Tax Map answers when payment settles. No return or form is prepared.
- Who checks it, and how
- Not checked by a person. The plan is generated at purchase and keeps the rule version it was generated under.
- Who signs
- Nothing to sign.
- Who files
- Nothing to file. The plan names the obligations that appear to apply and the service that fits; you choose the route.
- Before you can buy
- None. A situation the Tax Map cannot place is routed to a person instead of being priced.
- How to reach a person
- Write to Atamatax by email, or reply to any Atamatax email: a person reads every message, and we aim to reply within one business day.
Done by the software
Fully automated: rules generate the plan from your Tax Map answers; no person reads it.
You receive
A written plan built from your Tax Map answers: the obligations that appear to apply, the catch-up route if one does, the service that fits and why, and what to gather — generated at purchase and kept with its rule version.
After you pay
- The written plan is generated from your Tax Map answers as soon as payment settles, and the link is sent to the email you gave.
When it arrives: Generated when the payment is confirmed.
Still yours to do
- Decide on the route; the plan recommends, you choose.
- Confirm the facts it rests on when you start a service — they are carried over, not re-asked, but they are re-confirmed.
Outside this offer
- Forms, worksheets and returns — those come with a package.
- Year-by-year filing obligations — that is the diagnostic's job.
- Personalised tax, legal or investment advice.
Not promised
- It indicates what appears to apply from your answers; it is not a determination, and the IRS is not bound by it.
Refunds
If the plan is not delivered, or it contains an error we cannot correct within fourteen (14) days of written notice, the fee is refunded in full. Otherwise it is non-refundable once delivered. A refund withdraws access to the paid plan and cancels its credit toward an Atamatax package.
Terms version 2026-08-27
The $29 is credited. Go on to use an Atamatax package — a self-serve return, an annual concierge year or a Streamlined catch-up — and the amount you paid is deducted: automatically at checkout for self-serve, and from the quote for a scoped case. The credit is valid for six months.
What $29 buys, on a worked example
This is not a mock-up. It is a plan, generated a moment ago by the same rule set that builds a purchased one, from a composite set of answers shown at the top of it.
Example plan · not a customer
Generated by the live rule set
Built from these answers: US citizen, living in Switzerland all year · Filing single, employment income in the mid band · Two recent years not filed, and foreign accounts unreported in those years · Non-US funds: between four and ten, one of which paid a distribution · Swiss foreign-account peak between $50,000 and $200,000 · An employer pension (pillar 2 vested benefits).
6 potential filing areas for a US citizen living in Switzerland
Potential filings, with a status for each
- US federal tax return (Form 1040)Likely
- FBAR (FinCEN Form 114)Likely
- PFIC reporting (Form 8621)Likely
- FATCA Form 8938Possible
- Foreign pension reportingPossible
- Foreign Earned Income Exclusion (Form 2555)Possible
- Foreign Tax Credit (Form 1116)Possible
- Streamlined Foreign Offshore ProceduresPossible
Catch-up route and the years it would cover
Your answers appear consistent with several Streamlined Foreign Offshore criteria
- Potential return years
- 2025 · 2024 · 2023
- Potential FBAR years
- 2025 · 2024 · 2023 · 2022 · 2021 · 2020
Unresolved: A valid SSN or ITIN in hand before submission — a published prerequisite.
Document checklist — 21 items across 6 groups
For every year in scope
- · Your most recent US returns as filed, or the last one you filed if it was some time ago
- · Passport or other proof of identity, and your SSN or ITIN
- + 3 more in this group
FBAR
- · A list of every non-US account: institution name and address, account number, and whether it is yours or one you only sign on
- · The highest balance of each account at any point during the year, in the account's currency (statements or an online export)
- + 1 more in this group
Form 8938
- · Year-end and peak values of each specified foreign financial asset — accounts, directly-held foreign stock, insurance and pension interests
- · Any foreign entity interests and their year-end value
+ 3 further groups in the full plan.
Filing sequence — 8 steps, in order
- 01Order IRS account and wage transcripts for the years in question to confirm exactly which returns and FBARs are missing.
- 02Gather the prior US returns you have and the local tax records for each year in scope.
- 03Build the account list with each account's highest balance during the year — this feeds both the FBAR and Form 8938 and is the item most people underestimate.
+ 5 further steps, each with what must not be filed before it.
What software must not decide
- Foreign pension treatment: the treaty article and the plan's legal form decide which forms apply and whether growth is taxed now.
- FEIE versus Foreign Tax Credit: the election is hard to reverse and depends on figures this assessment did not ask for.
Recommended next step, with the reason
Streamlined Investor · $2,200
- The catch-up years include non-US funds or a personal foreign plan, so each back year needs PFIC work as well as the return and the FBAR.
The recommendation is the cheapest service that covers the situation — never the most expensive one that could.
A composite example, not a customer's data and not a tax determination. Your own plan is generated by the same rule set from your own answers, and stamped with the rule version it was built under.
How it reads your answers
- On the Streamlined procedures it tells you which published criteria your answers appear consistent with, and which are still open — the certification itself is yours.
- Willfulness, a treaty position or penalty exposure are named as professional-review items rather than decided from a questionnaire.
- The recommended service is the cheapest one that covers the situation, with the reason — never the most expensive package by default.
- It is a plan for the work, not the work: the filing itself happens from the package that follows.
Frequently asked questions
Is this tax advice?
No. The plan applies published US filing rules to the answers you give and organises the result: which filings may apply, in what order, with which documents. Items that are yours or a professional's to decide — non-willfulness, a treaty position, your US status where it is unclear — are named as needing professional review, not guessed.
How is the price credited?
If you go on to use an Atamatax package — a self-serve return, an annual concierge year or a Streamlined catch-up — the amount you paid for the plan is deducted: automatically at checkout for self-serve, and from the quote for a scoped case. The credit is valid for six months.
Do I need an account?
No. The plan is tied to the browser you built it in and to the email you save it to. Sign in later with that email and it appears in your account.
Free preliminary result · a few questions
Build your personalized US tax map
Answer a few questions. See which US filings may apply to your situation, what to gather, and what to do first.