What is the Streamlined Concierge, and why is there no checkout for it?

The Concierge is consultation-led rather than a self-serve checkout. The advertised $2,200 scope is discussed on a free 15-minute call, where availability, eligibility, exact return/FBAR/Form 14653 deliverables, and any human reviewer are confirmed before an engagement. Booking the call does not buy or guarantee a completed Streamlined package.

Only when you generate your draft package. The diagnostic — including the PFIC scan and treaty workflow — is free. If the result isn't worth filing, you walk away.

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. Your holdings and PFIC elections stay on your account, so next year starts from where you left off instead of from zero.

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.

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.

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 single-year Form 8621 work. The draft is always free — you pay only when you click generate package, and we surface the applicable tier after the PFIC scan.

Atamatax is tax-prep software, not a CPA firm. Integrated e-file is not available. You receive a draft package with computed figures mapped to IRS forms and lines (1040, 8621, 1116, 8938, 8833). Official PDFs are filled only where integrated, and the package identifies fields you or your CPA still need to review and complete. Atamatax does not transmit the filing today.

See the sample PFIC report (PDF)

CPA Export

$199/ return

Give your CPA a clean PFIC package instead of a messy spreadsheet.

You have (or want) an accountant — Atamatax does the PFIC analysis, they finish the return.

Holdings table + PFIC classification per fund
Estimated Form 8621 workload + elected methods
FBAR / Form 8938 threshold logic, shown with the math
Assumption log + CPA notes
Filing worksheets mapped to IRS form lines (no pre-filled official PDFs — that's the filing tiers)

Build my CPA Export

Free on-screen summary first · 100% refund on software defects (14 days)

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 · no transmission or integrated e-file

Start a Simple return

Free on-screen summary first · 100% refund on software defects (14 days)

Complex at $799 or Concierge at $2,200 — what the $1,401 buys.

Complex supplies self-serve calculations and worksheets; it does not assemble or transmit a complete Streamlined submission. Concierge begins with a call, and its exact service scope must be confirmed before purchase.

	Complex · $799 · self-serve	Concierge · $2,200 · done-with-you
How it works	Self-serve software — you drive every step	Done-with-you — prepared together, start to finish
Streamlined returns (3 years)	Year-specific computed figures + worksheets; final package is not assembled	Potential scope — exact years and deliverables confirmed before engagement
FBARs (6 years)	Threshold math + filing instructions; you e-file each at FinCEN	Potential scope — preparation and filing responsibility confirmed on the call
Form 14653 (non-willfulness)	Not generated; you write and certify your own facts	Potential drafting support — scope and adviser role confirmed first
Human review	None — software checks only	Reviewer identity and review scope confirmed before engagement
Communication	Email support	Contact and response process confirmed before engagement
Who signs & certifies	You — nothing is filed for you	You — filing responsibility is confirmed in the engagement scope

How it works

Complex $799: Self-serve software — you drive every step

Concierge $2,200: Done-with-you — prepared together, start to finish

Streamlined returns (3 years)

Complex $799: Year-specific computed figures + worksheets; final package is not assembled

Concierge $2,200: Potential scope — exact years and deliverables confirmed before engagement

FBARs (6 years)

Complex $799: Threshold math + filing instructions; you e-file each at FinCEN

Concierge $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

Concierge $2,200: Potential drafting support — scope and adviser role confirmed first

Human review

Complex $799: None — software checks only

Concierge $2,200: Reviewer identity and review scope confirmed before engagement

Communication

Complex $799: Email support

Concierge $2,200: Contact and response process confirmed before engagement

Who signs & certifies

Complex $799: You — nothing is filed for you

Concierge $2,200: You — filing responsibility is confirmed in the engagement scope

Complex is a software purchase. The Concierge call is only a fit and scope discussion; do not rely on the comparison as an engagement agreement. Atamatax does not e-file either path today, and you remain responsible for the figures and certifications you submit.

Side-by-side

What you get at each tier.

Feature	Simple · $299	PFIC · $499Most popular	Complex · $799
Form 1040 + schedules	Included	Included	Included
FBAR (FinCEN 114)	Included	Included	Included
Form 8938 (FATCA)	Included	Included	Included
Form 1116 (Foreign Tax Credit)	Included	Included	Included
Form 8621 per PFIC		Up to 25	Up to 25
QEF / MtM / §1291 chooser		Per holding	Per holding
Treaty article-by-article		Defaults	Per article + override
Form 8833 (treaty position)			Draft disclosure
Streamlined year-by-year worksheets			Final submission not assembled
Expatriation / Form 8854 screening			Form 8854 not generated
Multi-residence year split			Included

Two offers sit outside this ladder. The CPA Export ($199) delivers the analysis (holdings, PFIC classifications, threshold math, assumption log) as a handoff package for your accountant — without the pre-filled official form PDFs the filing tiers include. The Streamlined Concierge ($2,200) is consultation-led: availability and exact deliverables are scoped on a free call rather than sold through checkout.

Simple · $299

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

PFIC · $499

Common pricing questions.

What is the Streamlined Concierge, and why is there no checkout for it?: The Concierge is consultation-led rather than a self-serve checkout. The advertised $2,200 scope is discussed on a free 15-minute call, where availability, eligibility, exact return/FBAR/Form 14653 deliverables, and any human reviewer are confirmed before an engagement. Booking the call does not buy or guarantee a completed Streamlined package.
When do I pay?: Only when you generate your draft package. The diagnostic — 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. Your holdings and PFIC elections stay on your account, so next year starts from where you left off instead of from zero.
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?

Bring last year's Form 8621s — re-select each fund's QEF or mark-to-market election in one screen and they carry into this year's forms.

Automatic parsing of prior-year 8621 PDFs (elections + basis pulled straight from the upload) is on the roadmap — today you enter the election per holding and the engine does the rest.

Start a draft — free