When do I pay?

The in-wizard calculation and summary are free. The engine shows forms triggered by the inputs it supports and calls out unsupported or incomplete areas before you pay.

Payment is required when you generate the draft PDF package, which you file with the instructions provided. Tiers are flat and each covers one tax year: $299 (no PFICs), $499 (PFICs), $799 (treaty positions or expatriation screening). A prior tax year ships as worksheets rather than pre-filled official PDFs, so it is priced at the $199 CPA Export rate.

Refund policy: if a generated package contains a software defect we cannot fix within 14 days of your written notice, the purchase is refunded in full. The pricing and terms pages state the full conditions.