About Us

Our story
At TFX we've been doing taxes for U.S. expats for over 25 years
Why get a pro?
Expat taxes are complicated. Seriously.
Security of your data
Every precaution recommended by the IRS. And then some
How we work
Clear, transparent process. Thorough & well-thought-out
Accountant-client privilege
IRS Restructuring & reform act of 1998 protects taxpayers
Testimonials
Trusted by tens of thousands of clients worldwide
CPA vs EA vs Tax attorney
Which should you hire and why?
Audit protection
We stand by our work — year in, year out.
Careers
If you have years of experience with expat tax, get in touch!
Webinars
If you have years of experience with expat tax, get in touch!
How to compare firms
Many imitators, only one TFX. Ask the tough questions
Who we help
Specific use cases & scenario analysis
Onboarding team
Top notch customer service is core to TFX
Why work with TFX?
We are the best at what we do and we’re here to help you

Beware of the "pig butchering" scam: a growing threat to your privacy and finances

05 Dec 2024

How to change your name after marriage with the IRS: A guide to avoid tax season woes

05 Dec 2024

Federal court blocks nationwide enforcement of Corporate Transparency Act (CTA)

Services

Getting started
Easy process with an expert tax preparer
US expat tax return
No matter where you reside — you must file US tax returns
Streamlined procedure
No matter where you reside — you must file US tax returns
Non-resident tax preparation
TFX helps non-US aliens or Green Card holders file returns
Tax preparation fee calculator
Discover the average cost of tax return preparation for you

Free intro consultation
Get started call with tax preparer
Tax planning
High-level phone consultations with experts
IRS letters review
Scary letter from the IRS? TFX can help
Tax projection
Selling stocks? New job? Make educated financial decisions
Substantial presence test calc
Easily determine your US tax residency status

Expatriation
How to renounce citizenship or green card
Check my return
TFX can review your prior returns for errors
Amended tax return
We can re-file returns that need a little fixing up
Representation
TFX can call and negotiate with the IRS on your behalf

Form 5472
New filing requirements for foreign owners of U.S. LLC
Form 5471
To report ownership in Foreign Corporations
Streamlined domestic
Amnesty program for those residing in the states
Amazon resellers
U.S. tax requirements of non-US e-commerce merchants
Tax preparation fee calculator
Discover the average cost of tax return preparation for you

Pricing plans

Core ($400)
Form 1040 federal tax return package
Premier ($500)
For those with additional income sources beyond the core package.
Streamlined procedure ($1,300)
For those who have not filed and want to become compliant with amnesty from penalties.

Compare all plans

Pricing

Tax Guide

Articles

Beware of the "pig butchering" scam: a growing threat to your privacy and finances

Evelyn, a 50-year-old navigating Los Angeles' tough dating scene after heartbreak, met Bru...
Dec 05, 2024

How to change your name after marriage with the IRS: A guide to avoid tax season woes

Disclaimer ...
Dec 05, 2024

Federal court blocks nationwide enforcement of Corporate Transparency Act (CTA)

Overview: A major setback for the Corporate Transparency Act On December 3, 2024, a fe...
Dec 05, 2024

To Include or Not to Include Your Foreign Spouse’s Income on Your US Expat Tax Return

Living overseas and married to a ...
Dec 02, 2024

Do US citizens living abroad pay taxes?

Many of our clients ask us, do US citizens living abroad pay taxes? How do I know I’m meetin...
Nov 28, 2024

Roth IRA vs. traditional IRA: Which retirement account is right for you?

Disclaimer ...
Nov 14, 2024

IRS announces inflation-adjusted tax penalties for 2025

The IRS has announced new inflation-adjusted tax penalties for 2025, impacting taxpayers, business...
Nov 14, 2024

IRS announces e-filing shutdown for system update

The Internal Revenue Service (IRS) has scheduled a temporary shutdown of its e-filing system for i...
Nov 12, 2024

IRS announces 2025 retirement contribution limits and adjustments

The IRS has released updated retirement contribution limits for 2025, covering 401(k)s, IRAs, SIMP...
Nov 12, 2024

Form 1040-V: Payment Voucher [who can file & how to file it]

When you file your federal income tax return, you may owe a balance due to the ...
Nov 12, 2024

What Trump’s second term means for taxes, economy, and foreign policy

Donald Trump’s re-election to the White House marks a pivotal moment in US policy, with plan...
Nov 11, 2024

What is double taxation: How it works & ways to avoid it

Disclaimer ...
Nov 08, 2024

All articles

IRS 101

How to obtain a copy of past returns

Prior year transcripts - who to call, which forms to fill out, etc.

How IRS can find you abroad

A common misunderstanding is that US citizens abroad do not have to file tax returns

Expatriate tax audits

Audits are no fun, especially when the documents are not standard US tax forms; TFX can help

Tax penalties & interest

How the IRS computes tax, interest, and other penalties & what you can do to avoid them

Received IRS notice?

Scary IRS letters? We will help you debunk them and form an action plan to fix any issues

Can you e-file US tax return from abroad

TFX is an authorized e-file firm and e-files tax returns for taxpayers globally

How to pay IRS electronically from abroad

If you do have a tax bill, what are the ways you can pay the IRS?

How to file an amended return

We can amend prior filed returns to ensure you get the deductions & credits you are eligible for

IRS mailing addresses

In cases where E-filing is not permitted (IRS rules), we outline where and how to snail mail the returns

Can overseas Americans get an IRS refund?

Short answer: Yes. Long answer: Certainly, but your tax return needs to be optimized.

IRS statute of limitations

The IRS can’t chase you forever; we break down the rules behind the IRS statute of limitations

ITIN Q&A

What are ITINs, who needs one, how to get one, and when they expire

All IRS 101

Tax musings

Financial planning

Tax saving strategies

Recently published

Recently Published Articles

Foreign nationals

All tax musings

Tax concepts

Glossary of tax terms

Expatriate tax glossary. Commonly used terms explained

Definition of US tax terson

More complicated than it sounds. How ‘US Person’ is defined by the IRS and what it means to you

Resident & non-resident aliens

“Resident” can have many different meanings for the IRS.

Foreign bank account report: FBAR

FinCEN Form 114 and filing requirements explained. Who needs to file, when, and why?

Form 8938 (FATCA)

Filing requirements, penalties, and other considerations

FBAR vs form 8938

Financial reporting requirements explained

Foreign retirement accounts

How is your nest egg treated by the IRS? It depends on the country and the plan

Foreign income exclusion (FEIE)

Save over $100,000 on your US tax return with this nifty exlcusion. But, it’s complicated

Foreign tax credit (FTC)

How to avoid double taxation

Physical presence test

One of two ways to meet the Foreign earned income exclusion (FEIE)

Bona fide residence test

Second method to meet the Foreign earned income exclusion (FEIE)

Partial year exclusion

Moving overseas (inbound or outbound) midyear is not uncommon

All tax concepts

Expat tax 101

Why file

It’s the law. But, outside of legal reasons, many taxpayers may also benefit from refunds

Expat tax deadlines & due dates

There are many different deadlines & possible extensions - TFX can keep you abreast.

Minimum filing requirements

What are the minimum thresholds that trigger tax filing requirements?

Tax documents required

Which documents you may require in getting caught up to date on your tax returns

Do expats file state taxes?

It depends. State taxes are one of the most misunderstood aspects of expat tax.

Common tax forms

Thousands of tax forms exist, but which select few you really need to understand

Dependents & exemptions

How to understand these two terms & use them to your advantage to obtain tax refunds

Foreign spouse tax implications

How to understand these two terms & use them to your advantage to obtain tax refunds

Totalization agreements

Why these complex terms can mean a lot to self-employed individuals & digital nomads

Green Card holders

US tax filing requirements & credits specific to permanent residents

Surrendering citizenship or Green Card

Big life choice that also carries hidden tax implications & filing requirements

Social security survivor benefits

Will your non-US spouse be sble to receive survivor, dependent, or spousal benefits?

All expat tax 101

Who we help

Americans working abroad

US citizens & Green Card holders who are living and working outside the US

American educators abroad

TFX has partnerships with many international schools to assist their staff with tax filings

American contractors overseas

Contractor taxes contain many nuances, especially for potential state tax filing requirements

Employees of international organizations

Aid workers (& other staff) of the UN, EC, WHO or WB have many tax advantages and tax complexities

Pilots

Thx for keeping us safe in the sky! International pilot taxes are *almost* as complex as flying a jet

Military

Working in war zones or stationed abroad, TFX can help understand filing requirements

Digital nomads

Global citizens who earn a living without a permanent establishment

Retirees abroad

TFX files returns for American retirees globally & ensures their nest eggs are protected

Small business owners

We support entrepreneurs globally & explain how to make the most of your hard-earned earnings

Green Card holders

Permanent residency has tax implications - we explain what you need to know

Accidental Americans

Born with a U.S. citizenship but never filed tax returns? TFX can help.

Dual citizens with US passports

Multiple citizenship is in vogue! TFX explains your U.S. tax filing requirements

All who we help

Tax guides

Form 1040NR - non-resident alien tax return

Non-US citizens and Green Card holders who have U.S income and require filing tax returns.

Form 5471

Non-US corporations owned by US citizens and Green Card holders. Complex form debunked.

U.S tax guide for retirees

Retirees abroad enjoy sunshine & tax advantages. Our guide explains how to plan accordingly.

US tax guide for digital nomads

Remote work is booming and so is the nomad lifestyle; understanding tax implications is a must

U.S. contractor abroad tax guide

Contractors (especially military) have different tax treatment than normal employed expats

FBAR (FinCEN 114) & 8938 (FATCA) comparison

Financial reporting forms - similarities, differences, due dates, and more

Tax reform 2017

Tax reform that reshaped much of the tax code: winners, losers, and business implications

Country guides

Dominican Republic

IRS forms

TFX help & support
Frequently asked questions & tips
Tax questionnaire guide
How to use our handy tax questionnaire
Daily webinar
We host a daily webinar to walk through our easy process and answer questions

Contact

TFX Mobile app

Phone

Contacts

Message us on WhatsApp

Join live webinar

Disclosure

I declare that I have examined a copy of the electronic tax return(s), accompanying schedule(s), and/or FBAR(s) and to the best of my knowledge and belief, it is true, correct, and accurately lists all amounts and sources of income I received during the applicable tax year(s) as well as financial accounts on form(s) FinCEN 114 (FBAR).

If my return is marked as eligible for e-filing, I consent to allow my tax preparer, Taxes For Expats, to send my return(s) to the IRS and to receive from the IRS an acknowledgment of receipt or reason for rejection of the transmission. If my return is marked "Must be mailed", I will take care of printing and mailing it to the IRS according to the instructions given to me by TFX.

If filing FBAR(s), I grant authority to allow my tax preparer, Taxes For Expats, to transmit completed FBAR(s) to the US Treasury via the FinCEN BSA E-file system.