Why Trust Expat Tax Tools
Why Trust Expat Tax Tools
Complex international tax software should not be a black box. Expat Tax Tools is built on real tax experience, software development expertise, and practical workflows designed for U.S. expats, global investors, CPAs, EAs, and tax firms handling specialized cross-border tax issues.
Built on tax and software expertise
Tax Expertise
Over 30 years of specialized experience with PFICs, Form 8621, foreign investment reporting, currency conversion, §962 analysis, and cross-border tax issues.
Software Expertise
More than 30 years of software development expertise to design purpose-built tools that turn repeated, complex calculations into structured workflows, reports, workpapers, and filing support.
Designed for real-world workflows
Expat Tax Tools is built for the way international tax work is actually performed: gathering data, applying specialized rules, reviewing calculations, documenting results, preparing workpapers, and supporting a tax return or client file.
Our tools and services support workflows involving:
- PFIC and Form 8621 calculations
- Foreign investment gains
- Currency conversion
- §962 analysis
- Professional reports and workpapers
- Preparation and support workflows
Professional judgement still matters
Our tools are designed to support professional judgment, not replace it. International tax situations can involve facts, elections, reporting positions, and compliance questions that require review. Expat Tax Tools helps organize and calculate the work that can be structured, while giving users clearer outputs to review, document, and explain.
Tools, Training, and Human Support
Expat Tax Tools is committed to supporting users beyond the software itself. Our Articles section provides practical guidance from Mary Beth Lougen on PFIC reporting, Form 8621, and other complex international tax concepts, helping taxpayers and professionals better understand the issues behind the calculations.
When users need more direct assistance, our office is available by phone or email during standard business hours. For more specific tax questions, one-on-one consultation sessions can be scheduled with Mary Beth.
For users who need Form 8621 completed quickly or prefer expert preparation, Expat Tax Tools also offers Form 8621 preparation services.
Whether you need education, product support, consultation, or preparation assistance, our goal is to help you move through complex international tax work with greater clarity and confidence.