System 01 / 08

AtamataxSteuer-Infrastruktur für US-Amerikaner im Ausland

In Produktion · Zahlungen aktiv

Americans living abroad face fragmented obligations — FATCA, FBAR, PFIC rules, Form 8621, Streamlined catch-up filing — spread across foreign banks, brokers and pension products. Atamatax turns that situation into a structured decision and filing workflow: a free diagnostic and portfolio scan, a Tax Situation Engine that maps facts to forms, then fixed-price packages, a CPA export or a concierge route.

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Das Produkt als System

  1. Trigger
  2. Tax Situation Engine
  3. Recommendation
  4. Package

Was geliefert wurde

  • Tax Situation Engine: US status, residence country, filing history, accounts and holdings map to the forms and the route back
  • PFIC Scan: foreign ETFs, funds and local products screened per holding, with the reasoning and the assumptions shown
  • Catch-up routing into fixed Streamlined scopes; paid diagnostic, filing packages and an accountant hand-off, all priced before checkout
  • Search-driven acquisition: country pages, treaty pages, broker and financial-product trigger pages, free tools

Screens

Atamatax homepage — an example portfolio result listing likely PFICs and the forms they trigger
The portfolio scan: likely PFICs per holding, the forms they trigger, the assumptions shown.
Atamatax PFIC portfolio analyzer — country, broker, account wrapper and balance band inputs
The free PFIC portfolio analyzer: where the assets sit decides the trust, treaty, FBAR and catch-up questions.

Hier belegte Fähigkeiten

Die passende Leistung

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Nächstes System

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