PFIC diagnostic
A free CSV or manual-entry screen that shows likely PFICs, assumptions and open questions.
PFIC resources for professionals
Give clients a clearer first step for foreign funds.
Share a free PFIC scan, route an existing accountant relationship to CPA Export, or embed the minimal checker on an educational page. Attribution contains campaign context only—never holdings, documents, balances or tax answers.
Who it is for
FiduciariesAccountantsFinancial advisorsRelocation professionalsExpat communities
CPA Export
A paid analysis and worksheet handoff for the client's own accountant.
Tracked links
Server-validated partner codes with first-touch and last-touch attribution.
Educational resources
Public PFIC, Form 8621, FBAR, FATCA and country guides already available on Atamatax.
Partner paths
One way in for each kind of professional.
Introductions happen with the client's consent. A referral code records who introduced someone; it opens no case and no document. You see a client's status only if the client shares it from their own portal. No referral fees are paid.
CPAs and preparers who need PFIC support
Keep the client and the return. Atamatax handles the PFIC part as a separate responsibility.
- CPA Export: a PFIC analysis and worksheets you review, sign and file.
- Managed PFIC preparation, quoted in writing, when you want the forms prepared for you.
- Your link carries your code once the code is active.
Realtors, title and settlement professionals
For foreign sellers: the withholding and the cash at closing before listing, then scoped help with the paperwork.
- Introduce sellers before or after listing, with their consent.
- See status only when the seller shares it.
- A free Closing Cash Map your clients can run themselves.
Providers serving foreign founders with U.S. companies
Formation agents, registered agents, banks and accountants whose clients own a U.S. LLC from abroad.
- A check of what the company has to file, starting from the existing entity.
- A written scope and quote before any work.
- Annual renewal only with the founder's explicit agreement.
Relocation and immigration professionals
Clients arriving in or leaving the U.S. with funds, pensions or companies abroad.
- Free checks that show what may apply, in ranges.
- U.S. residence is decided by the tax tests, not by the visa.
- You introduce; the client decides.
Embeddable checker
Add a cautious PFIC screen without collecting client financial data.
The iframe accepts a public ticker or ISIN, returns only an on-screen catalog match or a request for more facts, and posts height changes—not the entered identifier—to the host page. Analytics remains consent-gated.
Build an iframe snippet
Only an active server-validated code is included. The iframe sends height updates to its host; it never posts entered fund data.
Discuss a tracked educational referral
Tell us who you serve and how you want to share the diagnostic. A code is created only after it is added to the server-side allowlist.