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You can sign up for TFX services with your email address, WhatsApp phone number, or single sign-on options like Apple or Google for a quick and easy passwordless sign-in experience. Apple and Google sign-on options offer extra security features such as 2-factor authentication, login notifications, etc. For more information, refer to How to use Sign in with Apple and Using your Google Account to sign in to other sites or apps.
Note: you can change your sign-on method anytime in your Account settings.
Sign up with your email address
To use your email address for accessing TFX:
Navigate to the signup page, enter your email address, and click Continue with email.
Note: make sure to enter a valid email address that you have access to, as this will be used to verify your account.
Enter a verification code sent to the provided email address. Once submitted, you will automatically proceed to the next sign-up step.
Note: please check your Spam folder. If the verification code was not received in 1 minute, click Send code again. If the issue persists, provide another email address or use other sign-on options.
Enter your first and last name; create a strong and secure password for your account with at least eight characters, one number, and one capital letter; and click Create account.
Select which type of tax services you are looking for:
Personal tax services: For individuals filing federal and state tax returns that report income from employment or self-employment. This includes:
Sole proprietors, independent contractors, and freelancers.
Owners of single-member LLCs taxed as disregarded entities/sole proprietorships.
U.S. persons with ownership in non-U.S. businesses (corporations, partnerships, trusts).
Business tax services: For businesses (corporations, partnerships, multiple-member LLCs) required to file federal and state tax returns, including:
U.S. businesses (entities formed or registered in the U.S.).
Foreign-owned U.S. businesses (U.S. entities owned by foreign individuals or companies).
Non-U.S. businesses with a U.S. tax presence due to:
Effectively Connected Income (ECI): Business operations within the U.S.
U.S. source income subject to withholding: Rental income, royalties, etc.
U.S. office, employees, or agents: Potential tax liability under U.S. tax treaties.
Both personal & business tax services: A combination of individual tax filings and business tax filings, covering both personal and non-personal tax obligations.
For business tax services, indicate where your business is incorporated:
Business incorporated in the USA.
Business incorporated outside the USA.
Create and start filling out a Tax Questionnaire (TQ) for one tax year, multiple years, or 6 questionnaires for the Streamlined Procedures program.
Note: your answers are auto-saved so you can close the Tax Questionnaire (TQ) at any time and resume completing it later, even on a different device. Check out other useful tips for efficiently completing your TQ.
Sign up with Apple
When using Apple sign-on, enter your Apple Account email address and password on Apple's sign-in page and authorize our platform to access your Apple Account. Refer to How to use Sign in with Apple.
To use your Apple account credentials for accessing TFX:
Navigate to the signup page and click Sign up with Apple.
Enter your email address.
Select "Continue with Password" or "Sign in with Passkey".
If you select "Continue with Password", enter your password.
On your iOS device allow access to TFX.
Enter a two-factor authentication code that appears on your iOS device.
Click Trust.
Your first and last name will be filled in from your Apple Account. Edit the information if necessary and click Continue.
Note: you will be able to update your name later.
Select which type of tax services you are looking for:
Personal tax services: For individuals filing federal and state tax returns that report income from employment or self-employment. This includes:
Sole proprietors, independent contractors, and freelancers.
Owners of single-member LLCs taxed as disregarded entities/sole proprietorships.
U.S. persons with ownership in non-U.S. businesses (corporations, partnerships, trusts).
Business tax services: For businesses (corporations, partnerships, multiple-member LLCs) required to file federal and state tax returns, including:
U.S. businesses (entities formed or registered in the U.S.).
Foreign-owned U.S. businesses (U.S. entities owned by foreign individuals or companies).
Non-U.S. businesses with a U.S. tax presence due to:
Effectively Connected Income (ECI): Business operations within the U.S.
U.S. source income subject to withholding: Rental income, royalties, etc.
U.S. office, employees, or agents: Potential tax liability under U.S. tax treaties.
Both personal & business tax services: A combination of individual tax filings and business tax filings, covering both personal and non-personal tax obligations.
For business tax services, indicate where your business is incorporated:
Business incorporated in the USA.
Business incorporated outside the USA.
Create and start filling out a Tax Questionnaire (TQ) for one tax year, multiple years, or 6 questionnaires for the Streamlined Procedures program.
Note: your answers are auto-saved so you can close the Tax Questionnaire (TQ) at any time and resume completing it later, even on a different device. Check out other useful tips for efficiently completing your TQ.
Sign up with Google
When using Google sign-on, enter your Gmail account credentials on Google's sign-in page and authorize our platform to access your Gmail account. Refer to Using your Google Account to sign in to other sites or apps.
To use your Gmail credentials for accessing TFX:
Navigate to the signup page and click Sign up with Google.
Select your Gmail account or click "Use another account" and enter your Gmail email address and password.
Your first and last name will be filled in from your Gmail account. Edit the information if necessary and click Continue.
Note: you will be able to update your name later.
Select which type of tax services you are looking for:
Personal tax services: For individuals filing federal and state tax returns that report income from employment or self-employment. This includes:
Sole proprietors, independent contractors, and freelancers.
Owners of single-member LLCs taxed as disregarded entities/sole proprietorships.
U.S. persons with ownership in non-U.S. businesses (corporations, partnerships, trusts).
Business tax services: For businesses (corporations, partnerships, multiple-member LLCs) required to file federal and state tax returns, including:
U.S. businesses (entities formed or registered in the U.S.).
Foreign-owned U.S. businesses (U.S. entities owned by foreign individuals or companies).
Non-U.S. businesses with a U.S. tax presence due to:
Effectively Connected Income (ECI): Business operations within the U.S.
U.S. source income subject to withholding: Rental income, royalties, etc.
U.S. office, employees, or agents: Potential tax liability under U.S. tax treaties.
Both personal & business tax services: A combination of individual tax filings and business tax filings, covering both personal and non-personal tax obligations.
For business tax services, indicate where your business is incorporated:
Business incorporated in the USA.
Business incorporated outside the USA.
Create and start filling out a Tax Questionnaire (TQ) for one tax year, multiple years, or 6 questionnaires for the Streamlined Procedures program.
Note: your answers are auto-saved so you can close the Tax Questionnaire (TQ) at any time and resume completing it later, even on a different device. Check out other useful tips for efficiently completing your TQ.
Sign up with WhatsApp
Choosing WhatsApp as your sign-up method will require you to enter the phone number associated with your WhatsApp account. However, verification will still be done through your email address.
To sign up with your WhatsApp account:
Navigate to the signup page and click Sign up with WhatsApp.
Enter a phone number associated with your WhatsApp account and click Continue with WhatsApp.
Enter your email address and click Create account.
Note: make sure to enter a valid email address that you have access to, as this will be used to verify your account.
Enter a verification code sent to the provided email address. Once submitted, you will automatically proceed to the next sign-up step.
Note: please check your Spam folder. If the verification code was not received in 1 minute, click Send code again. If the issue persists, provide another email address or use other sign-on options.
Enter your first and last name; create a strong and secure password for your account with at least eight characters, one number, and one capital letter; and click Create account.
Select which type of tax services you are looking for:
Personal tax services: For individuals filing federal and state tax returns that report income from employment or self-employment. This includes:
Sole proprietors, independent contractors, and freelancers.
Owners of single-member LLCs taxed as disregarded entities/sole proprietorships.
U.S. persons with ownership in non-U.S. businesses (corporations, partnerships, trusts).
Business tax services: For businesses (corporations, partnerships, multiple-member LLCs) required to file federal and state tax returns, including:
U.S. businesses (entities formed or registered in the U.S.).
Foreign-owned U.S. businesses (U.S. entities owned by foreign individuals or companies).
Non-U.S. businesses with a U.S. tax presence due to:
Effectively Connected Income (ECI): Business operations within the U.S.
U.S. source income subject to withholding: Rental income, royalties, etc.
U.S. office, employees, or agents: Potential tax liability under U.S. tax treaties.
Both personal & business tax services: A combination of individual tax filings and business tax filings, covering both personal and non-personal tax obligations.
For business tax services, indicate where your business is incorporated:
Business incorporated in the USA.
Business incorporated outside the USA.
Create and start filling out a Tax Questionnaire (TQ) for one tax year, multiple years, or 6 questionnaires for the Streamlined Procedures program.
Note: your answers are auto-saved so you can close the Tax Questionnaire (TQ) at any time and resume completing it later, even on a different device. Check out other useful tips for efficiently completing your TQ.
What to do if you are not ready to fill out the questionnaire at the moment you signed up or need other services
If you signed up but don’t need to complete the questionnaire right away:
You can click "< Back to home" and explore your newly created TFX account.
If you signed up but don’t need to complete the questionnaire and are looking for other services TFX offers:
Click "Other services".
Choose a service: Streamlined Procedures, tax planning consultation, IRS letter review, prior return review, expatriation, and more.
If you signed up but are not ready for the tax preparation and wish to pause automatic reminders from TFX:
You can place your newly created TFX account on hold. To do it, follow these steps:
Click the Not ready? button on the Choose service page.
Choose a date when you'd like to receive an email notification from us in order to get started with the tax preparation, and click Continue.
Reminders and notifications from TFX will be paused, but we will reactivate your account and send you an email reminder on the selected day to get started. If you’d like to begin sooner, feel free to contact our Customer Success team anytime.
❗ Important note: if you have a TFX account for some time and would like to temporarily pause reminders and notifications from TFX, for example, during a vacation or while waiting for required tax documents, you can email your CPA or contact our Customer Success team. We will disable automatic notifications until your specified time. See how to resume reminders from TFX before your specified time.