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Free intro phone consultation and tax planning consultation

Kirsten Simmons avatar
Written by Kirsten Simmons
Updated over a week ago

Table of contents:

Schedule a free intro phone consultation

New clients of TFX are eligible for an initial phone consultation with one of our tax advisors. While this consultation comes at no cost, we do require a $50 retainer fee, which is applied towards the client's tax preparation expenses. The consultation can last up to 30 minutes and during this time, we will discuss the client's tax situation, our services, the process involved, and the information we require to proceed. Common topics covered include the most suitable method of filing (how many years to file, whether to file using the Streamlined Procedure, etc.), necessary documents, and how to report a non-resident spouse and their income.

To schedule the introductory phone consultation:

  1. Log in to your TFX account and navigate to Phone Consult > Free Intro Consultation.

  2. Select your time zone, date and click Confirm next to one of the 30-minute slots available.

  3. Check the boxes next to the topics you would like to discuss.

  4. Type your additional comments, agree to the terms and conditions, and click Go to summary.

  5. Agree to the TFX terms of service and click Continue.

  6. Enter your card details and click Pay. A retainer fee will be credited towards your tax preparation expenses in the future.

  7. On the summary page, you will see the date, time, the CPA's name, dial-in instructions, and a copy of your inquiry. Once you have added the event to your calendar, click the Got it. Back to home page button.

❗ Important notes:

  • If you are unable to make the scheduled phone call, ensure that you reschedule at least 48 hours before the appointment. Let the assigned CPA know via the TFX messaging system and you will receive a link to reschedule the appointment.

  • You can book a free intro phone consultation only once, so make sure you put all the details in your request.

  • Once you have signed your Engagement Letter, we no longer consider you a new client, so the Free Intro Consultation option will be unavailable. However, if you need to schedule a phone consultation, you may contact your tax preparer.


Schedule a tax planning consultation

TFX offers tax planning consultations for expats with expatriate tax experts. These consultations are ideal for individuals who have specific U.S. tax questions but do not require immediate assistance with tax return preparation. During the 30-minute personal tax consultation by phone or Skype, we will discuss the impact of worldwide income from all sources on U.S. tax. Please note that we do not provide advice on local (non-U.S.) country tax impact. If your inquiry falls outside our area of expertise or requires additional analysis, we will inform you in advance and allow you to decide how to proceed. Speaking with an international taxation expert will help you understand how to handle issues that you may not have been aware of before. Refer to Expat Tax Planning for pricing.

To schedule the tax planning consultation:

  1. Log in to your TFX account and navigate to Phone Consult > Tax planning.

  2. Select your time zone and date.

  3. Click Confirm next to one of the 30-minute slots available.

  4. Type your questions and anything else you want us to know, agree to the terms and conditions, and click Proceed to pay.

  5. Agree to the TFX terms of service and click Continue.

  6. Enter your card details and click Pay.

  7. On the summary page, you will see the date, time, the CPA's name, dial-in instructions, and a copy of your inquiry. Once you have added the event to your calendar, click the Got it. Back to home page button.

❗ Important note: if you are unable to make the scheduled phone call, ensure that you reschedule at least 48 hours before the appointment. Let the assigned CPA know via the TFX messaging system and you will receive a link to reschedule the appointment.


How to dial in: Call the conference line + enter the pin code

Upon booking, you will receive an email confirmation with the date, time, the CPA's name, and dial-in instructions.

Use the provided phone number and pin to connect with your tax advisor. You can join the conference line via desktop or mobile Google Voice App, Skype, or direct call.

❗ Important note: if you reschedule the appointment, you will receive a new confirmation with the new number and pin code. The original phone number and pin code will be invalid.

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