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CPA consultation

Expert answers to your most pressing tax questions.
Some situations call for more than a quick overview.
Having specific tax questions? A complex tax issue?
This 30-minute consultation connects you directly with a licensed CPA.
Get started now
CPA consultation

When to book a CPA consultation

This call is best suited for expats who:

Need clarity on IRS letters, penalties, or audits
Have multi-year filing issues or haven’t filed in a while
Are dealing with complex income sources (e.g., self-employment, crypto, trusts)
Need guidance on form-specific concerns (Form 8621, 3520, 1116, etc.)
Have unique situations they’d prefer to talk through rather than email
If it’s important, time-sensitive, or just too complicated to trust it ChatGPT (cause it might cost you a lot) – this call is for you.

What to expect

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30-minute phone call with an experienced US CPA.
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Focused answers to your specific tax questions.
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A clearer understanding of how to resolve your issue or proceed with confidence for how to move forward.
Important aspects of FBAR filing
Note: You’ll leave this consultation with clarity and next steps, not uncertainty. It’s one-on-one expert guidance — no fluff, no upsell.

How to book your CPA consult

1
Submit your Tax Questionnaire
Begin by submitting your Tax Questionnaire (TQ) so we can review your case and understand your situation.
2
Get matched with a CPA
Once your TQ is reviewed, a CPA will be assigned to your case.
3
Book your consultation
If your CPA identifies the need for a consultation, the “CPA Consultation” option will appear in your dashboard. You’ll be able to choose a time and receive a payment link.

CPA tax consultation cost — $250

Not quite ready for a CPA?

If you’re still figuring things out or don’t know which service you need, start with our Intro intro tax consultation.
We’ll help you assess your situation and decide if a CPA call or another service makes the most sense.

Questions before booking?

Our support team is here to help.

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success@tfx.tax

ADDRESS

276 5th Ave, St. 704, NY NY 10001

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