$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 — which filings may apply, with a status for each, and how complex it looks — is free. The plan is the organised, actionable version.
- Free
Potential filing areas with statuses
Likely, possible, needs review, not currently indicated.
- $29
Potential filing years
Which return and FBAR years a catch-up would cover, counted from today's due dates.
- $29
Catch-up route in detail
What supports it, what is unresolved, and what the certification involves.
- $29
Form-by-form notes
Why each form appeared, in terms of your answers, and the one fact that would settle it.
- $29
Personal filing sequence
What to do first, second and third — and what must not be filed before something else is settled.
- $29
Document checklist
Exactly what to gather for each form, so nothing is requested twice.
- $29
Professional-review notes
The items software must not decide, named so you can ask the right question.
- $29
Recommended Atamatax service and credit
Which package fits, why, and how your Express Plan is credited toward it.
What it will not do
- It will not tell you that you qualify for the Streamlined procedures. It tells you which published criteria your answers appear consistent with, and which are unresolved.
- It will not decide willfulness, a treaty position or penalty exposure. Those are named as professional-review items.
- It will not push you at the most expensive package. The recommended service is the cheapest one that covers the situation, with the reason.
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 it cannot 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.