Simple, flexible pricing for your tax calculations
One account. Two kinds of credits.
Access PFIC Pro, Global Gains Pro, the §962 Election Assistant, and every tool we add next
1 credit = $1 USD
≈ $1.40 CAD
Universal Credits
Spend anywhere
Spend on any product — Global Gains Pro, §962, your subscription, or extra PFIC forms.
PFIC Credits
Locked to PFIC Pro
Created when you commit to a PFIC Pro volume — usable only for Form 8621 calculations.
Choose your tools
PFIC Pro
Commit to a volume — lock in your rate
Commitment
Credits / form
Total credits
Pay as you go
85
—
50 forms
60
3,000
100 forms
35
3,500
200 forms
21
4,200
300 forms
16
4,800
400 forms
14
5,600
500 forms
12
6,000
Committing to a volume locks in that per-form rate for your whole pool.
Need more forms?
Within one year of buying a bundle commitment, extra forms are a flat 12 credits each, taken from your Universal Credits.
Example:
a client needs 344 Form 8621s. They take the 300-form commitment and add 44 more.
300-form commitment — 4,800 credits (16/form)
44 extra forms — 528 credits (12/form)
That’s 5,328 credits total, split into two pools: a 4,800-credit PFIC Pool locked at 16 credits/form, and a 528-credit Universal Pool usable anywhere. Every Form 8621 run draws from the PFIC Pool first at the locked rate; once it’s empty, forms draw from Universal Credits at 12/form, as long as it’s within one year of buying the commitment.
Flat rate
Global Gains Pro
3 credits
Per investment, per calculation date. Re-running the same date doesn’t cost more.
If you do not pay the annual fee, your account will become inactive. Inactive accounts are subject to a maintenance fee of 5 credits per month. If no payment is received within two years, your license agreement will be terminated, and your account and associated client data will be scheduled for deletion.
How it works
Buy credits
Buy Universal Credits, or commit to a PFIC Pro volume — 1 credit = $1.
01
Spend anywhere
Spend Universal Credits on any product, or your annual subscription.
02
Lock in your rate
A PFIC commitment locks in your per-form rate in its own PFIC Pool.
03
Add extra forms
Within a year of your commitment, extra forms draw from Universal Credits at
12/form.
