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atamatax
Pricing · per return

PFIC & Form 8621, done right —
a flat $499. No surprise CPA bill.

The PFIC plan is the one most expats need: a CPA charges $2,000–$3,200 for the same Form 8621 work. The draft is always free — you pay only when you click finalise, and we surface the right tier after the PFIC scan so you never overpay.

Atamatax is tax-prep software, not a CPA firm. Until integrated e-file via a partner ERO ships (in progress, target Q3 2026), you receive a pre-filled, IRS-ready package (1040, 8621, 1116, 8938, 8833) to e-file via IRS Free Fillable Forms or mail.

See a sample return (PDF)

Simple

$299/ return

Standard expat return, no PFICs.

Single brokerage, common stocks only, one residence country.

  • Form 1040 + Schedules B, D
  • Form 8938 (FATCA) when thresholds hit
  • FinCEN 114 (FBAR)
  • Form 1116 (Foreign Tax Credit)
  • Draft PDF package (mapped to IRS forms) · integrated e-file via partner ERO ships Q3 2026
Start a Simple return
Most popular

PFIC

$499/ return

Foreign-domiciled funds — the whole reason most expats are here.

Schwab/Fidelity/Vanguard/IBKR with Irish, Lux or Cayman funds.

  • Everything in Simple
  • Up to 25 × Form 8621
  • QEF / MtM / §1291 chooser per holding
  • Fund domicile classification
  • Bulk-apply method to similar funds
Start a PFIC return

Complex

$799/ return

Treaty positions, multi-year, or rough year ahead.

Multiple residence countries, Streamlined backfile, expatriation, or Section 6013(g) elections.

  • Everything in PFIC
  • Treaty workflow article-by-article (FR/UK/DE/CA/AU)
  • Form 8833 draft disclosure notes
  • Streamlined Foreign Offshore Procedure (3 yrs back + 6 yrs FBAR)
  • Exit Tax / Form 8854 worksheets
Start a Complex return

Side-by-side

What you get at each tier.

Simple · $299

  • Form 1040 + schedules
  • FBAR (FinCEN 114)
  • Form 8938 (FATCA)
  • Form 1116 (Foreign Tax Credit)

PFIC · $499

Most popular
  • Form 1040 + schedules
  • FBAR (FinCEN 114)
  • Form 8938 (FATCA)
  • Form 1116 (Foreign Tax Credit)
  • Form 8621 per PFIC — Up to 25
  • QEF / MtM / §1291 chooser — Per holding
  • Treaty article-by-article — Defaults

Complex · $799

  • Form 1040 + schedules
  • FBAR (FinCEN 114)
  • Form 8938 (FATCA)
  • Form 1116 (Foreign Tax Credit)
  • Form 8621 per PFIC — Up to 25
  • QEF / MtM / §1291 chooser — Per holding
  • Treaty article-by-article — Per article + override
  • Form 8833 (treaty position) — Draft disclosure
  • Streamlined backfile (3 yrs)
  • Form 8854 (expatriation)
  • Multi-residence year split

FAQ

Common pricing questions.

When do I pay?
Only when you generate your draft package. The draft — including the PFIC scan and treaty workflow — is free. If the result isn't worth filing, you walk away.
Why no subscription?
Most US expats file once a year and stay with the same situation. Charging monthly would tax you for nothing 11 months out of 12. We re-use last year's data automatically when you come back.
Do you offer team / accountant pricing?
Not yet. We're talking to a few CPAs about a partnership tier that lets them prepare client returns through Atamatax — get in touch if that's you.
Refunds?
If we deliver a PDF package with a software defect that we can't fix within 14 days, we refund 100%. If you change your mind before paying, the draft simply expires. IRS penalties and interest are your responsibility — we don't insure against your facts, only against defects in our generated forms.

Switching from a CPA?

Upload last year's Form 8621s and we'll match your QEF elections and basis automatically.

Start a draft — free