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Professional Tax Software for CPAs and Tax Professionals

Complex InternationalTax Work. Made Faster.

Expat Tax Tools helps CPAs, EAs and tax professionals save hours on complex international tax calculations and reporting—so you can serve clients more efficiently and grow your practice.

✓ PFICs  ✓ §962 Elections  ✓ International Capital Gains

Explore Our Tools
https://tools.expattaxtools.com
PFORM 8621 CALCULATOR™

PFIC Pro

Automate Form 8621 calculations, elections and multi-year tracking — §1291, Mark-to-Market and QEF in one place.

  • Track PFICs across years
  • Handle complex elections
  • Generate audit-ready PDF statements
Explore PFIC Pro →
PFIC Pro screenshot

111,000+

Form 8621s Completed Worldwide

Ready-to-File PDFs

Professional reports designed to integrate directly into your tax return.

46 Currencies

Daily exchange rates applied automatically for accurate international tax calculations.

Data Security First

Your client and investment data stays protected and confidential.

SPECIALIZED TOOLS FOR COMPLEX INTERNATIONAL TAX WORK

PFIC Pro

Automate Form 8621 calculations, elections and multi-year tracking.

✓ Track PFICs across years
✓ Handle complex elections
✓ Generate audit-ready PDF statements

Explore PFIC Pro →

Global Gains Pro

Calculate international capital gains across currencies using daily FX rates.

✓ Multi-currency support
✓ Daily FX rate integration
✓ Detailed gain/loss reporting

Explore Global Gains Pro →

§962 Assistant

Prepare a complete §962 election package, including the required forms.

✓ Automated election statement
✓ Forms 8992, 8993 & 1118
✓ IRS-ready package

Explore §962 Assistant →

Form 8621 Preparation

Prefer we handle it for you? Our experts prepare Form 8621 for your clients.

✓ Prepared by experienced professionals
✓ Reviewed by PFIC specialists
✓ Fast turnaround

Learn About Our Service →

Enter Client Data Once. Use It Across Your Tools.

PFIC Pro, Global Gains Pro and §962 Assistant share client and investment information so you can eliminate duplicate data entry and maintain consistency across all your international tax work.

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 BUILT FOR TAX PROFESSIONALS

Save Time

Reduce hours of manual calculations and simple data entry.

Increase Accuracy

Built-in tax logic and validations help minimize errors and audit risk.

Serve More Clients

Handle more complex international returns with confidence.

Improve Profitability

Streamlined workflow means greater efficiency and higher margins.

Trusted Support

Real people with real international tax expertise when you need it.

Stay Current

We handle the updates automatically—so you never have to worry.

TRUSTED BY TAX PROFESSIONALS

PFIC reporting can be particularly complex. The Form 8621 preparation service has streamlined the PFIC preparation process for us. The support team is consistently responsive and knowledgeable.

Sharon (CA, EA)

My experience with Expat Tax Tools has been extremely positive and the personalised assistance provided helped to eliminate a great deal of stress. … I can highly recommend Expat Tax Tools if you’re faced with sorting through the complexities of Form 8621.

Kerrie D

I have been using the 8621 calculation program since 2015. Up until I found this wonderful product I was doing my PFIC calculations on Excel worksheets which was very time consuming. I was desperate to find a way to be able to calculate and track PFICs in a more efficient manner.

Royale Schonbrun, CPA

I have been using Expat Tax Tools’ 8621 Calculator for a number of years. It is a lifesaver. Anyone who has done PFIC calculations on their own knows well how complex and confusing it can get. The 8621 calculator streamlines the process and is incredibly user friendly.

Ariel Rosenthal, CPA

Expat Tax Tools has saved me and my clients a ton of time and money by making Form 8621 preparation quick and painless. What used to take countless hours of spreadsheet calculations is now at worst a very simple data entry task.

Debra Rudd, CPA

I used to spend hours per fund. Now it’s 10 minutes, max.

Rachel F., CPA in Canada
106533

Form 8621s Completed

AND COUNTING WORLDWIDE

Expat Tax Tools —
Simplifying the Complex

Expat Tax Tools is making taxes easier, one form at a time.
The Form 8621 Calculator™ is used worldwide, bringing speed and confidence to taxpayers and tax practitioners alike.

For every completed Form 8621, there is a happier, more efficient tax professional — spending less time wrestling with PFIC rules and more time serving their clients.

Learn to Love PFICs

 

“Up to 19+ hours saved by reducing a 20 hour IRS process to a fast, reliable 30-minute exercise.”

George Kiss

George Kiss
Founder & Lead Developer