Atamatax

What it does

Self-serve federal tax filing for US expats — Form 8621 (PFIC), FBAR, FATCA, 1116, treaty disclosures for FR/UK/DE/CA/AU. $299–$799 flat. Free draft first.

Scan your situation free: likely PFICs in foreign ETFs and funds, FBAR and Form 8938 thresholds, the Form 8621 workload and the next step — before you pay. Software, not a CPA firm.

Scan your situation free. See the likely forms, workload and next step before you pay — from a brokerage CSV or your tickers, with FBAR and FATCA thresholds checked on the way. An illustration built from sample tickers, not a customer portfolio and not a legal determination. Your own scan reads your holdings and shows its reasoning the same way — how the screening works . Scan the portfolio first, then continue into the supported annual path that fits the result. Answer the scoping diagnostic and get routed to the supported package that fits — Simple, PFIC Portfolio or Complex. Begin with the existing Streamlined eligibility checker before choosing a package. Prepare a clean PFIC analysis…from atamatax.com

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