US expat tax services in Mexico for Americans
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Understanding US tax obligations from Mexico
I live in Mexico City and pay Mexican taxes. What do I owe the IRS? -
Foreign Earned Income Exclusion in Mexico
Can I exclude my income while living in Playa del Carmen? -
Never filed US taxes from Mexico
I’ve been in Mexico for years and only just learned I had to file with the IRS. -
FBAR for Mexican bank accounts
I have Banamex or BBVA accounts in Cancun. Do I report them to the IRS? -
Tax implications of retirement in Mexico
I'm retired in Puerto Vallarta – what are my US tax obligations? -
Digital nomad and US taxes
I work remotely in San Miguel de Allende – how do I file US taxes? -
Mexican rental income and US reporting
I earn rental income in Cabo San Lucas – what do I owe the IRS?
Our services for US expats in Mexico
Tax return preparation for US expats
Get your US tax return filed accurately and on time. Serving Americans in Mexico City and throughout Mexico with fully remote service.
Streamlined Procedure
Behind on US taxes in Mexico? Our CPA-led team handles the Streamlined Procedure – 3 years of returns and 6 years of FBARs, penalty-free.
Tax planning & consulting
Strategic US tax planning to optimize Foreign Earned Income Exclusion and tax benefits. We maximize your US tax position for Mexico expats.
FBAR filing
Accounts at BBVA México, Banorte, or Citibanamex or other foreign institutions may be reportable if the combined value of your foreign accounts exceeds $10,000 at any point during the year. We handle current and prior-year FinCEN Form 114 filings as applicable.
FATCA reporting
Our FATCA service prepares Form 8938 when applicable and coordinates the information with your Form 1040, FBAR, foreign investment accounts, and other specified financial assets.
PFIC filing
Many Mexican and other non-US mutual funds, ETFs, or pooled investment accounts may be treated as PFICs, depending on circumstances. We analyze each holding and prepare Form 8621 as required.
Nonresident tax return
TFX prepares Form 1040-NR for eligible non-US citizens in Mexico with US-source income or another US nonresident filing requirement. This service is separate from US expat tax return preparation for US citizens and green card holders.
Expatriation
Considering renouncing US citizenship while in Mexico? We provide expert guidance on IRS expatriation tax requirements.
Amended returns
Need to correct past US tax returns? We help fix IRS mistakes and ensure compliance with streamlined procedures.
Free expat tax extension
Push your US tax filing deadline to October 15 for free. Available throughout Mexico and worldwide.
Why Americans in Mexico trust our expat tax services
Just filed my taxes with TFX, and it was super easy. I always dread this time of year but not anymore! Been in Mexico for 10 years and my earning situation changes every year but Anthony made it so easy. Answered all my questions really quick and with patience. Had it all filed and wrapped up in no time. Also got my missing stimulus checks not long after filing which was awesome.
I'm an expat living in South America and have been using TFX for over ten years to prepare my tax returns. In years prior, I dreaded having to figure out my taxes and file on time each year. Now, thanks to TFX, those days are long over. With TFX, the whole process is handled quickly and professionally, and all the stress on my end is gone. TFX has my full endorsement.
I am an expat living in South America. Every year, TFX prepares and processes my US tax return. I couldn't be more pleased with their professional service, ease of communication, and concern for my welfare. TFX has my full endorsement!
Taxes for Expats (TFX) is the best! Always efficient, with great attention to detail and provides an invaluable service to Americans abroad. A total lifesaver for me as I live in Chile; and other countries before that. Thus, without hesitation I use TFX to do my taxes every year; and they continue to help me navigate tax-related financial issues abroad.
Just filed my taxes with TFX, and it was super easy. I always dread this time of year but not anymore! Been in Mexico for 10 years and my earning situation changes every year but Anthony made it so easy. Answered all my questions really quick and with patience. Had it all filed and wrapped up in no time. Also got my missing stimulus checks not long after filing which was awesome.
I'm an expat living in South America and have been using TFX for over ten years to prepare my tax returns. In years prior, I dreaded having to figure out my taxes and file on time each year. Now, thanks to TFX, those days are long over. With TFX, the whole process is handled quickly and professionally, and all the stress on my end is gone. TFX has my full endorsement.
I am an expat living in South America. Every year, TFX prepares and processes my US tax return. I couldn't be more pleased with their professional service, ease of communication, and concern for my welfare. TFX has my full endorsement!
Taxes for Expats (TFX) is the best! Always efficient, with great attention to detail and provides an invaluable service to Americans abroad. A total lifesaver for me as I live in Chile; and other countries before that. Thus, without hesitation I use TFX to do my taxes every year; and they continue to help me navigate tax-related financial issues abroad.
Transparent pricing for expat tax services in Mexico
US Personal Income Tax Return
- CPA-led US tax return preparation
- US and non-US wages
- Foreign tax credit (form 1116)
- Qualified IRA or ROTH contributions
- Alternative minimum tax calculations
- Estimated payment vouchers
- US retirement and social security income
- Interest and dividends (10 transactions included)
- Foreign earned income exclusion (form 2555)
- Child & dependent credits & deductions
- Over 35 tax forms included
Streamlined Procedure (SFOP)
- CPA-led Streamlined Procedure filing
- 3 years tax returns (currently 2023-2025)
- 6 years FBAR (currently 2020-2025)
- One package $1,450
- Special package: 25% discount on standard rates
- Optional: Certification letter add-on
See why Americans abroad choose our tax team
50,000+ clients, 193+ countries, 4,000+ reviews