Confusing PFIC rules and calculations?

Leave the heavy lifting to us. Let us prepare your Form 8621 for you.

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Focus your time on preparing their returns accurately and serving your clients. Our expertise is understanding PFIC regulations and delivering software that makes it easy to complete Form 8621.

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Stop the headaches!

Conquer the pain of PFICs reporting. From basis adjustments to return of capital to unreversed inclusions, Form 8621 Calculator performs all the complex calculations for you.

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Trainings and Webinars

Leave the heavy lifting to us. Let us prepare your Form 8621 for you.

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Trainings and Webinars

Check out our PFIC masterclass training.

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Tax Tools and Services

Take a look at our Tax Tools to help you with your tax preparation

Form 8621 Calculator

Generate the required entries for the Form 8621 and all affected 1040 schedules by simply entering the transaction summary of each fund in your client’s investment profile.Our Form 8621 Calculator provides you with a solution to this complex tax task.

Form 8621 Preparation

If you are someone who prepares their own taxes every year- but now you realize you own PFIC investments and need to file IRS Form 8621 to report them and you don’t want to pay an accountant to prepare your tax forms for you- we can help!

Form 8621 Calculator

Save Time! Serve Your Clients! Stop the Headaches!

Tired of the time-consuming calculation of Form 8621 for foreign citizens living in the U.S. or U.S. citizens living abroad who need to report their foreign investments? There is an easy solution. Form 8621 Calculator makes reporting all of the elements of Passive Foreign Investment Company Income (PFICs) easier. Enter your PFICs information and let Form 8621 Calculator handle the complex calculations.

Section 1291 Calculation
Mark to Market Election & Section 1296 Calculation
Unpedigreed and Pedigreed QEF Calculation
Deemed Sale Election
Becoming a US person transitional rule application
Offshore Voluntary Disclosure Program (OVDP) Alternate Calculation
Expatriation

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Why you need the Form 8621 Calculator in addition to your Tax Preparation Software?

We are hiring

We are seeking a highly skilled front End Developer/Web Designer to join our team on a contract basis. In this role, you will play a crucial role in creating intuitive and user-friendly interfaces and reports for our suite of tax-related tools. This is an exciting opportunity to combine your front end development expertise with your graphic design skills to deliver exceptional user experiences.

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