PFIC.net

PFIC consulting

PFIC consulting before the filing decision

Sometimes the valuable work happens before a form is prepared. PFIC consulting can help frame the relevant holdings, reporting history, available information, and questions to resolve before a return deadline or investment decision. Advice remains limited to the agreed tax scope.

Request a PFIC review

Is this your situation?

Start by defining the problem.

  • You want to understand the reporting implications before a tax return is prepared.
  • You need a second look at a proposed PFIC treatment or information request.
  • You are comparing the information demands of the default, QEF, and mark-to-market regimes.
  • You need a practical record checklist for several foreign holdings.

Included when agreed

A defined preparation scope

  • Defined question and fact-pattern review
  • Discussion of applicable PFIC reporting paths and information gaps
  • Record-planning and handoff checklist
  • Written scope summary when agreed
  • Coordination with preparation work if separately engaged

Outside the website promise

Clear boundaries

  • Legal representation or an IRS ruling request
  • Investment performance analysis or investment advice
  • Guaranteed eligibility for an election or exception
  • Unlimited support outside the agreed question

After fit is confirmed

Records typically requested

  • A concise description of the question and desired decision
  • Holding and ownership structure
  • Relevant dates and filing history
  • Available issuer statements or PFIC notices
  • Any prior professional analysis you want considered

Before you inquire

Service questions.

01Is a consultation the same as tax-return preparation?

No. Consulting and preparation can be scoped separately. The engagement terms should state exactly what will be delivered.

02Can you tell me which election is best?

A comparison requires the specific holding, eligibility, information availability, history, and objectives. The site provides general education; individual recommendations require an engagement and fact review.

03Can another tax professional refer PFIC work?

Use the contact form to describe the requested specialist scope and who will own the final return. Referral and overflow arrangements are evaluated case by case.

Related services

PFIC tax preparation

Focused PFIC tax preparation for U.S. taxpayers with foreign funds, multiple Forms 8621, and related return work.

Form 8621 service

Form 8621 preparation help for current-year, multi-fund, and prior-year PFIC reporting situations.

Initial inquiry only

Bring the PFIC question into focus.

Tell us the countries, funds, and tax years involved. Start with a short inquiry—never sensitive documents.

Request a PFIC review