Your tax software does not support Form 8621
Treat PFIC classification, the applicable calculation, Form 8621, required statements and primary-return integration as one specialist project.
Form 8621 · USD 250/formSpecialist U.S. tax project platform
Do not solve every difficult tax problem alone.
US Tax Pilot accepts clearly scoped specialist engagements and complete-return engagements. Buy only the professional work you need, or ask us to coordinate the complete return and arrange multiple professionals with relevant experience when its complexity calls for collaboration.
Specialist projectFixed price (USD)
PFIC / Form 8621
USD 250 / formClassification · workpapers · form · statements · integration notesForeign gift / Form 3520
USD 300 / formGift or inheritance from a foreign individual · form · statementComplete Form 1040 return
From USD 500 / yearFederal individual income tax return · standard schedules in scopeOther foreign reporting projects
Quoted after reviewForm 8938 · FBAR · foreign pensions and similar mattersPricing terms
Form 8621 and qualifying Form 3520 projects have fixed per-form, per-tax-year prices; Form 1040 is shown with a starting price. Scope, required information and deliverables are confirmed in writing before work begins. Form 1040 does not include Forms 8621, 3520, 8938, FBAR, state returns or other separate projects. No fee is added without approval.
Form 8621 and qualifying Form 3520 projects have fixed per-form, per-tax-year prices; Form 1040 is shown with a starting price. Scope, required information and deliverables are confirmed in writing before work begins. Form 1040 does not include Forms 8621, 3520, 8938, FBAR, state returns or other separate projects. No fee is added without approval.
Common difficulties
The place where you get stuck can become one clearly scoped project.
These are common matters currently available for engagement or further assessment. The actual facts and records determine whether a filing is required.
You received a foreign gift or inheritance
First determine whether Form 3520 may apply. A clearly documented gift or inheritance from a foreign individual can be prepared under a fixed scope.
Form 3520 · USD 300/formA difficult issue affects several forms
When several projects need to be integrated, commission a complete Form 1040 return with international projects identified and priced separately.
Form 1040 · from USD 500/yearThe US Tax Pilot product model
Assessment, specialist projects and complete returns.
Instead of expecting one generalist to handle every issue, define the project first and then arrange professionals whose verified experience matches the work.
01 · Assessment
Start where the return became difficult and identify possible forms, tax years, records and next steps. An assessment does not predetermine the filing conclusion.
02 · Specialist project
Each project has a written scope, information list, deliverables, role arrangement and price. You can keep preparing the rest of the return.
03 · Complete return
A complete return combines defined work projects with return-level integration, review, signing and filing arrangements. Depending on the fields involved and the return’s complexity, one or more professionals with relevant experience may collaborate under defined roles.