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
| Feature | Atamatax | MyExpatTaxes |
|---|---|---|
| Federal return entry price | $299 flat (no PFICs) | $115 base; Premium add-on for PFIC |
| Form 8621 (PFIC) included | Every tier. | Unlimited + Premium add-on. |
| §1291 interest-charge rates | Real IRS quarterly rates 2009 — current year. | Not surfaced publicly. |
| Foreign brokerage CSV import | Generic CSV + Plaid for Schwab/Fidelity/Vanguard/IBKR/Robinhood. | Manual entry. |
| Treaty desks | FR / UK / DE / CA / AU with article citations. | General treaty handling. |
| FBAR + Form 8938 | Generated alongside the 1040 package. | Included. |
| Streamlined Foreign Offshore | Single workflow at $799. | Premium pricing. |
| Integrated e-file | PDF package today; e-file Q3 2026 (EFIN pending). | E-file available. |
Highlighted cell indicates which product handles the feature more completely as of May 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 We update this page when their offering changes — tell us if it's out of date.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 draft is always free. You only pay when you finalise.
Start the wizard, see your real numbers, and decide from there.