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.

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.

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.