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atamatax

Comparison · updated monthly

MyExpatTaxes is the most polished low-end option. They still gate PFIC behind their Premium add-on.

MyExpatTaxes opens at $115 federal and includes the expat baseline (FEIE / FTC / FBAR). Form 8621 (PFIC) requires the Unlimited tier plus the Premium add-on. If you have foreign mutual funds, the price gap to Atamatax narrows fast.

Who MyExpatTaxes is for

MyExpatTaxes is a strong pick for expats with W-2 income, no foreign brokerage holdings, and no treaty positions beyond the FEIE / FTC defaults.

Side-by-side

Federal return entry price

Atamatax
$299 flat (no PFICs)
MyExpatTaxes Winner
$115 base; Premium add-on for PFIC

Form 8621 (PFIC) included

Atamatax Winner
Every tier.
MyExpatTaxes
Unlimited + Premium add-on.

§1291 interest-charge rates

Atamatax Winner
Real IRS quarterly rates 2009 — current year.
MyExpatTaxes
Not surfaced publicly.

Foreign brokerage CSV import

Atamatax Winner
Generic CSV + Plaid for Schwab/Fidelity/Vanguard/IBKR/Robinhood.
MyExpatTaxes
Manual entry.

Treaty desks

Atamatax Winner
FR / UK / DE / CA / AU with article citations.
MyExpatTaxes
General treaty handling.

FBAR + Form 8938

Atamatax
Generated alongside the 1040 package.
MyExpatTaxes
Included.

Streamlined Foreign Offshore

Atamatax
Single workflow at $799.
MyExpatTaxes
Premium pricing.

Integrated e-file

Atamatax
Draft PDF package; no integrated e-file or transmission.
MyExpatTaxes Winner
E-file available.

The marked column indicates which product handles the feature more completely as of August 2026. We update this page when their offering changes — tell us if it's out of date.

Bottom line

MyExpatTaxes wins on entry price if your situation is genuinely simple. The moment a PFIC enters the picture, the total cost converges and Atamatax gives you the §1291 interest-charge detail an IRS examiner expects to see.

Sources

Try it free

The on-screen draft is free. You pay when you generate the PDF package.

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