PFIC Compliance &
Form 8621 Filing for NRIs
Get your Indian mutual funds and PFIC exposure reviewed by CPAs who actually know how to calculate it.
Complete PFIC Compliance for
Your Indian Investments
We identify every PFIC in your portfolio, calculate the tax correctly, and file Form 8621 for the current year and any years you missed.
Where most PFIC problems begin?
Most NRIs come to us after one of these three moments, each one a Form 8621 obligation already sitting open.
The most common gap we find. Most people learn about it from a friend, Reddit, or an AI assistant, never from their own preparer.
Selling triggers the Section 1291 calculation, including a lookback tax on prior years, whether or not you've filed before.
Moving back doesn't automatically end your Form 8621 obligation, and timing your move can mean the difference between owing PFIC tax and owing nothing.
Not sure if your holdings count?
Why Most Tax Platforms Miss PFIC
Most tax platforms are built for standard US returns. Form 8621 and PFIC reporting aren't part of that.
Ready to get started?
A clear, step-by-step path from first call to a filed return.
Speak with our PFIC compliance specialist
A free 20-minute call. Tell us what Indian investments you hold, we’ll tell you if PFIC applies and what it means.
We review your full portfolio
Your specialist checks every holding against IRS PFIC rules, not just the obvious mutual funds.
You leave with a clear plan
You know exactly which years and funds are exposed, what it costs to fix, and what election makes sense going forward.
Meet your PFIC compliance specialists
PFIC is one of the most commonly mishandled parts of NRI tax filing. That's why every Form 8621 filing goes through advisors who calculate it correctly the first time.
Built for US-Based NRIs
PFIC is one of the most commonly missed obligations in NRI tax filing. Form 8621 doesn't exist in TurboTax's Indian mutual fund flow, and most general CPAs have never filed one. We file Form 8621 for Indian mutual funds, ULIPs, and other PFIC-eligible holdings every week, for clients with a single fund and clients with fifty.
- PFIC identification across your full portfolio, not just the obvious funds
- Free review of past returns to check for missed Form 8621 filings
- Transparent pricing before any work begins
Real people, real savings
See how our PFIC specialists help NRIs fix years of missed filings
I'd been contributing to SIPs in India for eight years. My CPA never once asked about them. InvestMates found the gap, filed six years of catch-up through the Streamlined Program, and I paid a fraction of what I feared.
I found out about PFIC from a Reddit thread, not my own accountant. One call and they had already flagged three funds I didn’t know were a problem.
I was about to sell a mutual fund I'd held for a decade. They ran the numbers first and told me it was a growth-option fund, meaning if I just held on a little longer instead of selling, I'd owe nothing this year. I didn't know that was even an option.
My ULIP from before I moved to the US turned out to be a PFIC too. My previous CPA had never even heard of it. InvestMates caught it in the first review and filed the catch-up before it became a bigger problem.
I'd been filing FBAR every year and assumed that covered everything. It didn't. InvestMates found the PFIC gap sitting right next to it and got both filings coordinated properly.
Frequently asked questions
Everything you need to know about PFIC compliance and Form 8621 filing
Not sure if you have a PFIC problem?
Book a free 20-minute PFIC review. We'll tell you exactly which of your Indian investments are affected and what it costs to fix.