PFIC filing services | Form 8621 expert help

Assistance with PFIC filing requirements

If you own non-US investments in mutual funds, ETFs, other certain pooled investments (REITs), or have interest in foreign companies generating passive income, PFIC (Passive Foreign Investment Company) reporting can get complicated fast. Non-US brokers inadvertently invest in PFICs.

We help you determine what’s reportable, prepare accurate Form 8621 filings, and select the most tax-efficient treatment – so you stay compliant and avoid costly penalties tied to PFIC filing requirements.

What’s included in our PFIC filing service?

How our PFIC filing service works

Easy process. Thorough review. Peace of mind.

1

Free consultation

Share a brief overview of your investments and the tax years we’ll review.

2

Secure document upload

Upload statements, year-end values, and transaction history in our secure portal.

3

Review and preparation

We confirm the PFIC filing threshold rules that apply, prepare Form 8621 and related reporting.

4

Filing & support

We finalize your PFIC reporting as part of your tax return preparation and stay available for follow-ups.

Have foreign funds or PFICs?

Our CPAs help you handle PFIC reporting with confidence

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Why choose TFX for PFIC reporting?

Deep PFIC expertise

We’ve completed thousands of PFIC Form 8621 filings and specialize in complex PFIC accounting, late filings, and section 1291 calculations.

Dedicated CPA support

You work with an experienced tax professional – no outsourcing, no junior staff.

Fully integrated tax services

PFIC filing requirements are met alongside your Form 1040, FBAR, and FATCA reporting – one coordinated process.

Risk reduction & compliant filings

We help minimize mistakes, avoid unnecessary red flags, and keep your filings consistent year to year.

Transparent, flat-fee pricing

Clear add-on pricing for standard PFIC work; hourly billing when required.

Services	Price
Federal Income Tax Return	$450
Expanded Income Bundle	$75
Form 8621 (PFIC income (section 1296 or 1293))	$200 (for one) / $150 (each additional)
PFIC income (section 1291)	Billed hourly

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Struggling with PFIC reporting?

Start PFIC reporting with a CPA-led process that keeps filings accurate and consistent

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Frequently asked questions

1. How much does our PFIC filing service cost?

Standard Form 8621 work is priced per form ($200 for the first, $150 for each additional) and added to the tax return. Section 1291 excess distribution cases are billed hourly.

2. How quickly can you prepare my PFIC filing?

We aim for a maximum turnaround of 15 business days per filing year. PFIC work is completed as part of your tax return preparation, and timing depends on your tax case.

3. What are the penalties for not filing Form 8621?

Failure to file Form 8621 can lead to significant extra tax and interest under PFIC rules (Section 1291), often calculated at the highest tax rates. It can also increase overall compliance risk.

4. Can you help with PFIC filings for past years?

Yes. We’ll review what was missed, determine a correction path, and prepare prior-year forms when you need to catch up.

PFIC filing services – CPA-led Form 8621 reporting