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Save Time

No more struggling with PFIC rules or spreadsheets. Our tools handle the heavy lifting—automatically calculating excess distributions, capital gains, and more. What used to take hours now takes minutes, so you can file faster and stress less

Download Ready-to-File PDFs

Generate polished, professional reports that integrate seamlessly into your full tax return. Whether it’s Form 8621 or a multi-currency gains report, everything is pre-filled, calculated, and formatted—so your accountant or tax software can pick up right where we leave off.

International Taxation Focused

We support over 150 currencies and apply daily spot rates automatically, so your capital gains reports are always accurate—no matter where you live or invest. Perfect for expats, global investors, and cross-border tax pros.

Data Security First

Your data is carefully protected using industry-standard security measures throughout the entire process. We handle your information with strict confidentiality and ensure it’s only used to generate your reports. Whether you’re a tax professional or an individual filer, your privacy and trust are our top priorities.

How It Works

01

Choose the tax form or calculator you need

Step One
02

Answer simple, guided questions

Step Two
03

Generate your ready-to-file form in seconds

Step Three

Our Foundation

Decades of Expertise.
Built by Humans, Backed by Integrity.

Our tools are the product of over 30 years of specialized experience in international taxation — navigating the complexities of PFIC rules, cross-border reporting, and IRS compliance long before these subjects entered the mainstream. Paired with more than 30 years of software development expertise, every calculator, assistant, and preparation tool we offer has been meticulously engineered to be accurate, reliable, and built to the exacting standards that international tax demands.

We believe the professionals and families who rely on us deserve complete transparency: while we leverage AI as a productivity tool to accelerate certain workflows, every line of code, every calculation, and every piece of logic at the heart of our products was written, designed, and validated by our own experts. We do not rely on AI to create, reason through, or verify the technical and legal foundations of what we build — that responsibility rests entirely with our team, backed by over 30 years of hard-won expertise.

30+
Years of International
Tax Expertise
30+
Years of Software
Development
0
AI Used in
Our Products
❝

We stand behind every product we offer — not as a formality, but as a promise rooted in decades of craft. Your trust is the foundation of everything we build.

Featured Tools

  • Form 8621 Calculator
  • $ 100 Monthly

    • Simple and Accurate!
    • Section 1291 Taxation
    • Excess Distribution Calculation
    • MTM and QEF Elections
    • Transitional and Expatriation Rules
    • Multi-Year Tracking
    • Audit Ready PDF Statements

Learn more
  • Global Gains Pro
  • $ 100 Monthly

    • Multi-Currency Support
    • Daily FX Rates
    • Country-Specific Reports
    • Upload Transaction Files
    • Precise Gain/Loss
    • Instant Calculations

Learn more
  • §962 Assistant
  • $ 100 Monthly

  • The fastest way to create a complete §962 election package. 
    Skip the manual formatting and complex calculations. The §962 Assistant automatically builds a polished, IRS-compliant election statement and all required forms —  8992, 8993, and 1118 — in just minutes.

Learn more
  • Form 8621 Preparation
  • $ 100 Monthly

    • Expert Tax Assistance
    • Hassle -Free
    • Accurate form completion
    • Fast turnaround
    • Secure document handling

Learn more
Business Woman

Trusted by Tax Professionals

Designed to scale for individual filers, solo practitioners, and large firms alike

Advanced export options to integrate seamlessly with your tax software

Cloud-based platform accessible securely from anywhere in the world

Dedicated customer support with tax expertise to assist whenever needed

Robust investment reporting tools for accurate capital gains, dividends, and portfolio tracking

What others say

My experience with Expat Tax Tools has been extremely positive and the personalised assistance provided helped to eliminate a great deal of stress. When I realised an investment account we opened 18 years ago was a PFIC, I was alarmed. However, when I began to understand the reporting requirements of Form 8621, I was really horrified!

Finding a tax service with 8621 expertise in Australia isn’t easy. I felt confident my forms would be completed accurately which was important to me and the supporting Guides were very helpful. 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. With the 8621 program, it has been a boon to profits and efficiency.

I find that the program shows the calculations clearly and shows you what the tax forms will look like making the review process easier as well. Whenever I had a computer issue with the program (a tech issue), George was always there quickly to fix the issue. Their customer service is top notch.

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. It does calculations in seconds that would take me hours to accomplish, and is obviously much more accurate and precise.

George has also continued to improve it over the years, continually adding new features. If I ever had a question regarding the calculations, George was always there with an answer. Thanks for the great product and service!

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.

When a client has PFICs to report, it is no longer a problem. Customer service is also extremely helpful and immediately responsive. Very excited to have this product!

Debra Rudd, CPA

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

Rachel F., CPA in Canada

Your Form 8621 generator is a game changer. It handled what my CPA couldn’t.

Michael B., Portugal

HAVE ANY QUESTIONS?

Call us

We’re available Monday to Friday from 9:00am to 5pm EST.

(613) 691-8621

You’ve done the reading and listened to the webinars and still have questions?

We offer consultation services for theory related questions, please schedule a consultation with Mary Beth Lougen.

The fee for the theory consultation is $250 USD / $350 CAD per half an hour.

96242

Forms 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
“96,242 forms completed worldwide. Each one a testament to faster, more confident tax practice.”

George Kiss

George Kiss
Founder & Lead Developer

Ready to simplify your expat taxes?

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