Year-by-year filing assessment
Get a year-by-year assessment of your potential U.S. filing requirements, with the next steps organized around your situation.
$100· One-time assessment
Check if this assessment fits my situationNo call. No document upload. About 10 minutes.
Sample report
The whole report for a composite case — filing years, forms with a status for each, the catch-up route, the document checklist and the filing sequence — produced by the same engine as yours.
Free fit check
Step 1 of 8
Before you pay
You answer the year-by-year questions at your own pace; the report is generated from your figures and delivered to the link in your inbox once it clears the check before release.
No. Everything happens in writing; questions go to the contact email.
No — an assessment. It names the years, forms and deadlines that appear to apply and the preparation route that fits; the return is the step after it.
Yes. The report is written to be handed over; it lists every assumption so an accountant can check them.
Yes — in full toward an eligible Atamatax preparation service bought within 14 days, applied at checkout or as a line on a scoped quote.
What you receive
Each year from 2026 back through the six most recent closed years, tested against that year's published threshold for your filing status and age. Required, not required, or not enough information — never a guess dressed as an answer.
Form 1040 and its schedules where a return is indicated, the FBAR on its own separate track, Form 8938, and the specialist forms your answers point to — each marked likely, possible or not indicated, with the rule that put it there.
Ordinary delinquent filing, late FBAR filing with a reasonable-cause statement, or a possible Streamlined Foreign Offshore review. Never a claim that you qualify for any of them: eligibility turns on a certification only you can make.
The dates that actually apply to you, including the automatic two-month extension for taxpayers abroad, with the weekend and holiday rolls computed rather than approximated. Then what to do, in the order that matters.
Creditable in full against an eligible Atamatax preparation service within 14 days. The report prints the expiry date and the net price, and the credit is applied server-side rather than being a code you have to remember.
You receive
A year-by-year report on whether a U.S. return appears to have been required, which forms follow and by which deadlines — with each threshold's Revenue Procedure cited and every assumption listed. An assessment, not a return.
Still yours to do
Outside this offer
Terms version 2026-08-27
How it works
Start by describing your situation in your own words if you prefer. We read it and propose answers, showing you the sentence each one came from — you confirm or correct every single one before it counts. Then a guided questionnaire fills the gaps, one section at a time, saving as you go.
One payment, no subscription. Creditable in full against eligible preparation work within 14 days if the report points you toward any.
On screen and through a private link you can return to. Every conclusion names the rule behind it and the official source that rule rests on, so you or an accountant can check the reasoning line by line.
Who it is for
Scope
An assessment of what you appear to need to file — by year, by form and by deadline — from the answers you give. The preparation of the returns, FBARs and information returns, the tax arithmetic and any Streamlined submission are the steps that follow it, each named in the report with the service that covers it. Whether a failure to file was willful is your own certification, on Form 14653.
Method
Every filing conclusion comes from a versioned rule with a tax year, a condition and an official source. The thresholds are transcribed from the IRS Revenue Procedure that set them, one per year.
By Danilson Ramos · Founder, Atamatax
No. This is an assessment of what you appear to need to file — by year, by form and by deadline. It is not tax return preparation. If the report points you toward preparation work, it names the service that covers it and applies your fee as a credit.
That is one of the most common reasons people buy this. Never having filed is not evidence that anything was ever due: the assessment evaluates each year on its own income against that year's published threshold, so a year you earned nothing comes back as no return required rather than as a gap to catch up on.
That is a legitimate result and the report says so plainly. Where nothing is identified, the report tells you what would change that and stops. You will have paid $100 to stop worrying about it, which is the point.
Yes. The full $100 is creditable against an eligible Atamatax preparation service bought within 14 calendar days. Your report shows the exact expiry date and the net price after the credit. The credit is single-use, tied to your diagnostic, and is applied server-side at checkout.
No. There is no document upload in this product and no field anywhere for a Social Security number, an ITIN, a passport number, a bank account number or a login. The questionnaire asks whether you have a taxpayer identification number, because the catch-up rules turn on that, but never asks for the number itself.
Most reports are produced the moment you finish the questionnaire. Where the assessment reaches something that should not be issued automatically — an open question, or a route that turns on a judgement — it is held for a check by Atamatax before release, which usually adds a working day. The report always tells you which of those happened.
The free pre-check catches the situations this product should not price: an open IRS examination or investigation, or a case where you tell us you knowingly chose not to report. Those are routed to a person and no payment is taken. Where a case is complex but still assessable, you get the full report and it names the specialist forms rather than pretending they are not there.
Seven questions, no payment, no email until you choose. It tells you whether this assessment fits your situation, and where a different route fits better, it points you there.
Check if this assessment fits my situation