TFX specializes in U.S. tax preparation and advisory services, assisting clients with reporting requirements, expatriate compliance, and tax-saving strategies. Our expertise lies in navigating international requirements and providing strategic advice on international tax treaties with the U.S.

Once engaged, TFX provides continuous support:

For a complete overview of the process, refer to our guide: TFX tax preparation process.

TFX, an expert in U.S. taxation, files tax returns for taxpayers in the U.S. and worldwide. All U.S. citizens and Green Card holders must file an annual tax return that reports their worldwide income, provided they meet the minimum filing requirements. TFX can file tax returns for Americans residing in 193+ countries across the globe. With years of experience in preparing expat returns, TFX can efficiently navigate complex state issues and address the specific nuances required by different professions. Additionally, TFX assists with specific expatriate requirements like FATCA and FBAR reporting.

Whether you are a repatriated citizen or have always lived within the U.S., TFX is here to assist you. Simply fill out our Tax Questionnaire and upload all required documents. Your return will be filed accurately and within the set deadline. TFX will optimize your return to ensure you take advantage of all credits and exclusions based on your unique personal situation. You can expect top-notch quality service from TFX, with respectful treatment throughout the process.

Turnaround time:

15 business days per filing tax year (after signing an Engagement Letter).

For more information, please refer to American expat tax return.

The Streamlined Foreign Offshore Procedures is an IRS amnesty program, designed to assist American expatriates who have unintentionally failed to file their U.S. taxes for multiple years in catching up, without facing any penalties for late filing. The program allows taxpayers to file their most recent three years of Federal tax returns, along with their last six Foreign Bank Account Reports (FBARs) with no penalties. TFX has helped thousands of U.S. citizens get compliant, penalty-free.

Turnaround time:

Approximately 1 month.

For more information, please refer to Streamlined Program - Which years to file?

Major life changes, such as moving abroad, receiving a promotion, retiring, or selling property, often bring significant shifts in income and, with them, substantial changes to your U.S. tax obligations. The IRS requires that you make estimated tax payments in the same year your income increases, even though your actual return won’t be filed until the following year. This is where our Tax projection service — a future-year tax calculation — can help you stay ahead.

The main goal of this service is to help you prepare for your upcoming tax obligations by explaining how any changes in life circumstances may affect your taxes in the future, so that you are not caught off guard by an unexpectedly high tax bill or IRS penalties.

When to consider a tax projection:

You may benefit from this service if you anticipate one of the following events:

Turnaround time:

Approximately 15 business days.

What you will receive:

For more information, please refer to Tax projection.

If your tax returns were prepared by someone other than TFX, they may contain errors, potentially leading to missed deductions, overpaid taxes, or exposure to IRS audits. Our experts can review your last three years of tax returns to ensure accuracy and compliance with IRS regulations.

What’s included in the prior return review:

Purpose of the prior return review:
We aim to identify errors and missed deductions that may work in your favor. If we discover underpayment, we will explain the risks of leaving the return as-is, but we do not report anything to the IRS. The decision to amend is entirely yours. 

Pricing:

If an amendment is suggested, the review cost of $250 goes toward the amendment fee.

Turnaround time:
Approximately 10 business days.

Note on refunds:

TFX offers this service for those who have received a letter or notice from the IRS. We will review the letter, analyze your state of affairs, and explain in plain English how to dispute the IRS's position. Our findings will be presented to you, along with a recommended course of action to ensure that you receive fair treatment.

Pricing:

If an amendment is suggested, the review cost of $250 goes toward the amendment fee. Similarly, if IRS representation is necessary, the review cost will go towards the hourly fee ($200/hr), should you choose TFX to represent you.

For more information, please refer to IRS correspondence - How we can help.

TFX provides a professional IRS representation service billed hourly at $200/hr. Our agents will call and negotiate with the IRS on your behalf and:

Expatriating from the U.S. tax system, whether by renouncing U.S. citizenship or relinquishing a green card, is a complex process, especially if your net worth exceeds $2 million or you have had significant U.S. tax liabilities. In such cases, the IRS may classify you as a "covered expatriate", which can trigger a substantial exit tax. Even if your net worth is below $2 million, failing to file tax returns for the five years prior to your expatriation year can still result in being classified as a "covered expatriate".

What is required for a compliant expatriation:

To avoid covered expatriate status and its tax consequences, you must:

Our process:

We begin by evaluating your citizenship or residency status and confirming whether you are current on U.S. income tax and foreign asset reporting. If you are not compliant, we will recommend the most suitable option to catch up, either through the Streamlined Filing Procedures or Delinquent FBAR Submission Procedures, before preparing your final return.

Once all compliance issues are resolved, we will prepare and file your final tax return and Form 8854 to formally complete your expatriation process and terminate your U.S. tax resident status.

The minimal total cost for preparing a final dual-status return (Forms 1040 & 1040NR) plus Form 8854 is ​$1,050:

For details about filing requirements and pricing scenarios based on your filing history needs, please refer to Expatriation services.

We understand that some clients are busy and may not have the time to complete our Tax Questionnaire (TQ). To accommodate them, we offer a VIP service, where our team will fill out the questionnaire on their behalf using the provided documents.

How it works:

Pricing:

The VIP service is billed at $200/hr. Once your TQ is completed, the rest of the tax preparation follows our standard pricing.

The time required depends on the complexity of your tax situation, but typically ranges from 1 to 2 hours.