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Pricing · per return

One flat price per filing.
No add-ons. No surprise CPA bill.

The draft is always free. You pay only when you click e-file. Pricing is based on what your return actually needs — we surface the right tier after the PFIC scan so you never overpay.

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)
  • E-filing via IRS MeF
Start a Simple return
Most common

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
  • SEC EDGAR domicile lookup
  • 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 generation for every position
  • 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.

FeatureSimple · $299PFIC · $499Complex · $799
Form 1040 + schedules✓✓✓
FBAR (FinCEN 114)✓✓✓
Form 8938 (FATCA)✓✓✓
Form 1116 (Foreign Tax Credit)✓✓✓
Form 8621 per PFIC—Up to 25Up to 25
QEF / MtM / §1291 chooser—Per holdingPer holding
Treaty article-by-article—DefaultsPer article + override
Form 8833 (treaty position)——Auto
Streamlined backfile (3 yrs)——✓
Form 8854 (expatriation)——✓
Multi-residence year split——✓

FAQ

Common pricing questions.

When do I pay?
Only when you click e-file. The draft return — including the PFIC scan and treaty workflow — is free. If you decide 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 the IRS rejects your return for something we should have caught, we re-file at no cost. If you change your mind before submission, the draft simply expires.

Switching from a CPA?

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

Start a draft — free