For CPAs & EAs
Your client did the PFIC legwork. Here is what you receive.
When a client brings you an Atamatax package — the $199 CPA Export or any filing tier — you get the part of an expat engagement that burns the most hours: per-fund PFIC analysis, threshold math shown with its inputs, and an explicit list of what still needs professional judgment. This page explains the deliverable so you can decide in minutes whether to work from it.
What the package contains
- Form 1040 income & tax summary — every line mapped to the form and line it belongs on
- Holdings table with per-fund PFIC classification and the elected method (QEF / MtM §1296 / §1291)
- One Form 8621 worksheet block per PFIC: basis, year-end FMV, inclusion, and the Part I/II/IV/V mapping
- Form 8938 and FBAR threshold math — the exact totals and thresholds behind every “required” verdict
- Form 1116 detail: attested foreign tax, the §904 cap, and the credit actually applied
- Assumption log — every figure resting on a client attestation or a default, in one place
- Open data points and detect-and-route statuses: what is computed, what needs input, what was routed to you
See it before a client sends one: the public sample package is generated by the same engine and pipeline from synthetic data, and the sample professional export shows the structured hand-off — input, analysis, assumptions, workpaper trace, output — on one page.
What it deliberately leaves to you
- Judgment calls: willfulness for Streamlined cases, treaty positions beyond the disclosed defaults, sourcing splits on Form 1116.
- Out-of-scope forms: 5471, 3520/3520-A, dual-status years — detected and routed to you, never computed.
- The filing itself: the client (or you) signs and files; the package is a preparation aid, not a return of record.
The shared case — live, by invitation
A client can share their secure case with you directly: you sign in with the address they invited, read the file — the facts they confirmed, the document checklist with the reason for each item, the fund-by-fund trace — and comment in the case thread. You cannot change anything, the client can withdraw access at any time, and there is no accountant sign-up: a client shares, you accept. The example shared case is that view on an invented client, and the sample export is the same case as structured data — input, analysis, assumptions, workpaper trace, output — with JSON and CSV downloads.
A multi-client workspace — a client list, year-over-year rollover, reviewer sign-off on classifications, an audit trail — is not built. Whether it gets built, and what it does first, is being decided from the practitioners in the pilot; the Atamatax Pro page shows what exists today and has a six-field pilot form. If you would rather write to a person (or are an EA or CPA who would take Atamatax cases by engagement), email hello@atamatax.com or use the partners page.
Frequently asked
- Is the package a filed return?
- No. It is a draft preparation package: computed figures mapped to IRS forms and lines, plus the open questions. Your client (or you) reviews, completes, and files it — you remain the preparer of record.
- How do I verify the PFIC classifications?
- Each holding carries the classification reason (dataset match or domicile-based presumption) and the package prints the value/threshold pair behind every verdict. Nothing is asserted without the math next to it — if you disagree with a classification, the client can flip it and regenerate.
- Can I prepare client returns through Atamatax?
- Not as a self-serve product. Today a client hands you the PDF package, or shares their case with you to read and comment on (the pilot). Separately, Atamatax assigns its own paid cases to independent EAs and CPAs it has engaged, who work them in a private workspace scoped to those cases — by invitation, not sign-up. A multi-client firm workspace with classification sign-off, an audit log and re-exports is not built; the pilot is where that is being decided.
Last reviewed .