Start with a free check, then choose how you want to handle the work — PFIC and Form 8621 returns from a flat $499, an accountant handoff from $199.
Start here
Choose how you want to handle the work. Each route shows only the packages that apply to it.
Free Portfolio Scan
$0
Screen a foreign portfolio for likely PFIC exposure and reporting questions before choosing a paid path.
No payment required
Scan my portfolio freeNot sure what you need yet?
Start from what is happening in your life abroad and read the general answer. No account, no email.
Check my situationWhich years appear to have needed a return, which forms follow, and your deadlines, from your own figures. An assessment, not a return. The fee comes off an eligible Atamatax preparation service bought within 14 days.
What the assessment coversNeither is required before buying a package. If you already know what has to be filed, start below.
Every package
Who it is for, what you receive, the years and volume included, and the price.
Simple
$299/ return
The existing annual path for a supported expat return without PFIC holdings.
No PFICs · one tax year
You receive
A draft filing package for one tax year: Form 1040 and the supported schedules, Form 1116 inputs, FBAR/Form 8938 threshold logic and filing instructions — with every assumption disclosed.
Still yours to do
Outside this offer
Computed for tax years 2022–2026; official pre-filled IRS PDFs are integrated for tax year 2025, other years are delivered as worksheets mapped line-by-line to that year's forms.
Terms version 2026-08-27
PFIC Portfolio
$499/ return
PFIC analysis and the supported annual filing package for portfolios with foreign funds.
Up to 25 Forms 8621 · one tax year
You receive
Everything in Simple plus up to 25 supported Forms 8621 with QEF / mark-to-market / §1291 inputs per holding, fund-domicile classification with confidence shown, and the assumption log — for one tax year.
Still yours to do
Outside this offer
Computed for tax years 2022–2026; official pre-filled IRS PDFs are integrated for tax year 2025, other years are delivered as worksheets mapped line-by-line to that year's forms.
Terms version 2026-08-27
Complex
$799/ return
The existing annual path when supported treaty-position or expatriation screening inputs apply.
Supported treaty or expatriation screening · one tax year
You receive
Everything in PFIC Portfolio plus the supported treaty workflow with Form 8833 draft notes and expatriation screening — for one tax year.
Still yours to do
Outside this offer
Computed for tax years 2022–2026; official pre-filled IRS PDFs are integrated for tax year 2025, other years are delivered as worksheets mapped line-by-line to that year's forms.
Terms version 2026-08-27
One tax year per package. The on-screen result is free — you pay only to generate the PDF package. You file the package yourself, with the instructions provided.
CPA Export
$199/ return
A transparent PFIC analysis and worksheet handoff for an accountant you already work with.
Up to 25 fund reviews · one tax year
You receive
A PDF hand-off for an accountant: the holdings and PFIC classification table, the potential Form 8621 workload, FBAR/Form 8938 threshold logic, worksheets mapped to form lines, and the assumption log — for one tax year.
Still yours to do
Outside this offer
Computed for tax years 2022–2026; official pre-filled IRS PDFs are integrated for tax year 2025, other years are delivered as worksheets mapped line-by-line to that year's forms.
Terms version 2026-08-27
One tax year. Worksheets mapped to form lines (the pre-filled official form PDFs belong to the filing packages). Your accountant reviews, completes and files.
Annual Concierge · starting at $999
You receive
A prepared annual return package built from the documents you upload, with a written scope and fixed price confirmed before any payment, and missing-information follow-up during preparation.
Still yours to do
Outside this offer
Computed for tax years 2022–2026; official pre-filled IRS PDFs are integrated for tax year 2025, other years are delivered as worksheets mapped line-by-line to that year's forms.
Terms version 2026-08-27
Done-with-you · scope and price confirmed first: availability, exact deliverables and price are confirmed before any engagement, and starting a Concierge filing does not by itself purchase a completed return.
Streamlined Essential
$1,590
Behind on filings, with wages, pensions or bank accounts — no foreign funds or ETFs.
You receive
A Streamlined Foreign Offshore preparation package: up to three delinquent returns and six FBAR years as worksheets mapped to each year's official forms (official PDFs for the current filing year), a document completeness check, the Form 14653 organiser, and filing instructions — one scoped quote, one payment.
Still yours to do
Outside this offer
Computed for tax years 2022–2026; official pre-filled IRS PDFs are integrated for tax year 2025, other years are delivered as worksheets mapped line-by-line to that year's forms.
Terms version 2026-08-27
Streamlined Investor
$2,200
Recommended for foreign ETF / investment holders
Everything in Essential, plus foreign brokerage accounts and fund holdings.
You receive
A Streamlined Foreign Offshore preparation package: up to three delinquent returns and six FBAR years as worksheets mapped to each year's official forms (official PDFs for the current filing year), a document completeness check, the Form 14653 organiser, and filing instructions — one scoped quote, one payment.
Still yours to do
Outside this offer
Computed for tax years 2022–2026; official pre-filled IRS PDFs are integrated for tax year 2025, other years are delivered as worksheets mapped line-by-line to that year's forms.
Terms version 2026-08-27
Streamlined Complex
From$2,990
Many PFICs, corporations, trusts, multiple jurisdictions, or unusual treaty issues.
You receive
A Streamlined Foreign Offshore preparation package: up to three delinquent returns and six FBAR years as worksheets mapped to each year's official forms (official PDFs for the current filing year), a document completeness check, the Form 14653 organiser, and filing instructions — one scoped quote, one payment.
Still yours to do
Outside this offer
Computed for tax years 2022–2026; official pre-filled IRS PDFs are integrated for tax year 2025, other years are delivered as worksheets mapped line-by-line to that year's forms.
Terms version 2026-08-27
What moves a case between the three scopes
Every scope prepares the same three returns and six FBARs. What changes the scope is what else each catch-up year has to include — each line below is a thing that has to be prepared, not a surcharge.
Streamlined Essential
Streamlined Investor
Streamlined Complex
Eligibility for the Streamlined procedure depends on non-willfulness, which is your own certification on Form 14653; the scope check confirms the fit before any engagement. You sign Form 14653 and file. Prefer to talk first? Book a free 15-min eligibility call — a fit and scope check, not a purchase. Availability, deliverables, price and reviewer are confirmed before any engagement.
Common to every package
Exact form coverage is on the supported forms page; each package's own deliverable and exclusions are under its price above.
Self-serve vs consultation-led
Complex is self-serve calculations and worksheets for one year; a Streamlined engagement is the three-year submission prepared with you. The Streamlined tiers are quoted in writing once the scope is confirmed, and you accept the quote before any payment. A call is free, optional and available at any point. Where the scope needs a conversation — an open willfulness question, an IRS examination, or facts the intake leaves open — it is offered before any price; otherwise the written quote comes straight from the intake.
Read the $799 as one tax year. A three-year catch-up is three packages — and since prior years are worksheet-only, those bill at $199 each, so the self-serve route stays well under the Investor figure rather than creeping past it.
How it works
Complex $799: Self-serve software — you drive every step
Streamlined Investor $2,200: Done-with-you — prepared together, start to finish
Streamlined returns (3 years)
Complex $799: One package per tax year — each year's figures and worksheets; final package is not assembled
Streamlined Investor $2,200: Potential scope — exact years and deliverables confirmed before engagement
FBARs (6 years)
Complex $799: Threshold math + filing instructions for the year you bought; you e-file each at FinCEN
Streamlined Investor $2,200: Potential scope — preparation and filing responsibility confirmed on the call
Form 14653 (non-willfulness)
Complex $799: Not generated; you write and certify your own facts
Streamlined Investor $2,200: Potential drafting support — scope and adviser role confirmed first
Human review
Complex $799: None — software checks only
Streamlined Investor $2,200: Reviewer identity and review scope confirmed before engagement
Communication
Complex $799: Email support
Streamlined Investor $2,200: Contact and response process confirmed before engagement
Who signs & certifies
Complex $799: You — you sign and file with the instructions provided
Streamlined Investor $2,200: You — filing responsibility is confirmed in the engagement scope
Complex is a software purchase; the Streamlined Investor call is a fit and scope discussion, not an engagement. Neither path is e-filed for you.
Side-by-side
Pre-filled official IRS PDFs are integrated for tax year 2025; an earlier year is delivered as worksheets and priced at the CPA Export rate ($199). Years behind? The free Streamlined eligibility checker comes first.
Simple · $299
PFIC Portfolio · $499
Most popularComplex · $799
No surprise quotes
The self-serve packages above are flat for the scope they list — one tax year, up to 25 Forms 8621, no per-form fees inside that limit. A case that needs an individual quote (Concierge, Streamlined, or a portfolio past the included limit) is priced only from this published schedule.
Every quoted line names its adjustment from this list. If a factor is not on your quote, it is not being charged.
FAQ
Switching from a CPA?
You enter the election per holding; the engine carries it into this year's Form 8621 inputs and the assumption log.
Start a draft — free