MyExpatTaxes pricing runs $115 to $639 per return. Form 8621 is a per-form add-on on every plan.

Who MyExpatTaxes is for

MyExpatTaxes is a strong pick for expats with W-2 or salary income, no foreign brokerage holdings, and no treaty positions beyond the FEIE / FTC defaults — and for anyone who wants integrated e-file.

Where each sits

Products in different categories are not better or worse than each other; they are for different returns. The category that matches your situation is the one to compare inside.

Side-by-side

Each row states what the two products do as of September 2026. We update this page when their offering changes — tell us if it's out of date.

Competitor pricing last verified: September 17, 2026 against MyExpatTaxes's own published price list. Prices change; confirm on their site before deciding.

Two Atamatax product lines appear in this table. Self-serve software for one tax year — $299 (no PFICs), $499 (up to 25 Forms 8621) and $799 (treaty positions) — and the Streamlined catch-up preparation tiers at $1,590–$2,990+, which are quoted in writing after a free scope check and prepared with you. They are different services at different prices.

MyExpatTaxes pricing: what each plan buys

MyExpatTaxes prices per tax return, in one-time plans, with add-ons per form. Base Lite ($115) is the self-serve plan for salary-only income. Base ($175) adds investment and freelance income, the FBAR and FATCA reporting, and the FEIE / foreign tax credit optimisation; it is the plan most expats with an ordinary situation would land on. Reviewed ($320) adds a review and signature by a US tax professional, assigned in about ten business days; Premium ($639) has a tax professional enter your documents, with an expedited review and one Form 8621 and one state return included. Their site notes that non-euro prices are converted weekly with a 3% exchange fee, so the dollar figures move.

The add-ons are where a situation changes the bill. Form 8621 is $149 per form on Base and $69 per form on every plan above it; a state return is $139 on Base and $69 above; an FBAR filed without a return is $69; Form 3520 for a foreign gift or inheritance is $359; a foreign corporation goes through a separate $939 Corporate bundle with one Form 5471 or 8865 included. For a filer with no foreign funds, none of these apply and the headline price is the price.

• ·Salary income only, no foreign accounts to speak of: MyExpatTaxes Base Lite at $115.
• ·Ordinary expat return with an FBAR and some investment income: MyExpatTaxes Base at $175, or Atamatax Simple at $299.
• ·The same return with foreign ETFs or funds: MyExpatTaxes Base plus $149 per fund per year, or Atamatax's $499 PFIC Portfolio package covering up to 25 Forms 8621 flat.
• ·A professional's signature on the return: MyExpatTaxes Reviewed at $320 or Premium at $639; Atamatax's packages are self-prepared with the arithmetic shown for your own review.

Streamlined and offshore support

MyExpatTaxes sells a $875 Streamlining package: up to four years of federal returns — the three the procedure requires plus the current year — and up to six years of FBARs, prepared in their software with support along the way, Forms 8621 billed at $69 each on top. It is the cheaper route for a catch-up whose years contain no foreign funds and whose facts are straightforward.

Atamatax's Streamlined tiers ($1,590–$2,990+) are the same three return years and six FBAR years prepared with you, with the PFIC and FATCA work inside those years on the Investor and Complex tiers, a completeness check, and a written quote before any engagement. You certify non-willfulness on Form 14653, sign, and file. The tiers start higher because the years are prepared with you rather than in a self-serve flow; for a catch-up with a dozen Forms 8621 in it, that difference is where the price goes.

Complex foreign investment considerations

Both services prepare Form 8621. The difference is how the cost scales and what is shown. On MyExpatTaxes each PFIC is a per-form add-on, so a portfolio of eight UCITS ETFs held for one year is eight forms at $149 or $69 each, every year they are held. Atamatax's PFIC Portfolio package prices up to 25 forms at a flat $499 and prints the §1291 computation — the throwback allocation and the interest charge at the real IRS quarterly rates — on the form, which is the detail an examiner asks to see.

Either way, the fund's domicile is what decides whether it is a PFIC at all, and a fund held through unfiled years adds a Form 8621 to each of those years. Scan the holdings before choosing a preparer: the count is what sets the price on both sides.

Which type of user needs which capability

The honest split is by situation, not by brand. A visitor who leaves this page for MyExpatTaxes with a salary-only return, an FBAR and no foreign funds is well served; the one who leaves with eight foreign ETFs and three unfiled years should have run the numbers first.

• ·Simple return, want to e-file, want a human signature available: MyExpatTaxes.
• ·Foreign mutual funds or ETFs in the current year: Atamatax's $499 PFIC Portfolio package, or MyExpatTaxes plus per-form fees — compare on the fund count.
• ·Years behind, no foreign funds: MyExpatTaxes Streamlining at $875, or Atamatax Streamlined Essential at $1,590 if you want the years prepared with you.
• ·Years behind with PFICs in them: the Atamatax Streamlined Investor or Complex tier, where the Forms 8621 are prepared inside the package rather than billed per form.
• ·A foreign corporation or a foreign inheritance: MyExpatTaxes prices these as separate bundles and add-ons; scope them with Atamatax's free case intake before choosing either.

Bottom line

MyExpatTaxes wins on entry price and e-file if your situation is genuinely simple: $115 or $175 per return, a professional's signature from $320. The moment PFICs enter the picture their per-form pricing adds up, while Atamatax's $499 PFIC Portfolio package covers up to 25 Forms 8621 flat and shows the §1291 interest-charge detail an IRS examiner expects to see. For a Streamlined catch-up, compare their $875 self-serve Streamlining package with Atamatax's done-with-you tiers, which start higher because the years are prepared with you.

Before choosing either

Check the facts the price depends on

• Streamlined eligibility checkerBefore paying anyone's Streamlined price: whether the published gates fit your facts, and where a question is a professional's to settle.Free · no signup
• Is my fund a PFIC?Screens a fund or ETF by ISIN or domicile — the count of PFICs is what a per-form price turns on.Free · no signup
• PFIC filing cost calculatorWhat Form 8621 preparation is likely to cost from your holdings and years, to set beside a per-form quote.Free · no signup
• US expat tax calculatorWhich forms your year actually needs, and an outlook on the tax — the list the price on either side should be quoted against.Free · no signup

Sources

• MyExpatTaxes pricing (plans, add-ons, Streamlining package)