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PFIC cost calculator

Estimate preparation workload from the facts that drive PFIC scope. The result is transparent planning support—not a PFIC classification, filing conclusion or election recommendation.

Enter the portfolio scope to see the potential forms, complexity, configured package and transparent pricing basis.

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PFIC portfolio analyzer

Run your real portfolio through the actual §1291 calculation engine — not a rough estimate.

PFIC calculator (Form 8621)

Build a date-based §1291 allocation for supported Form 8621 inputs.

Is my fund a PFIC?

Check whether a foreign fund or ETF triggers Form 8621.

Swiss PFIC checker

Check your Swiss broker and holdings — Swissquote, IBKR, UBS, VIAC, finpension, Frankly — for PFICs.

FBAR & Form 8938 threshold checker

See if you must file FinCEN 114 and/or Form 8938 this year.

PFIC §1291 calculation estimator

Allocate a PFIC gain or excess distribution using exact dates and the filing engine.

Form 8621 complexity estimator

Estimate the number of holding-year reviews and the right Atamatax workflow.

Streamlined eligibility checker

See whether your facts may fit the Streamlined Foreign Offshore Procedures.

Foreign income → USD converter

Convert foreign income to USD with approximate IRS yearly-average rates.

Expat tax deadline checker

See the key US expat filing dates and how many days remain.

FEIE vs Foreign Tax Credit estimator

A rough directional read on whether FEIE or the Foreign Tax Credit fits.