Services we offer

U.S. tax preparation, Streamlined Procedures, tax projection, prior return & IRS letter review, tax planning phone consultations, etc.

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

TFX provides the following services:

U.S. tax preparation

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.

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.

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


Streamlined Procedures - IRS amnesty program

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.

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


Tax projection

Tax projection is a future-year tax calculation service. This service will help you prepare for the upcoming tax season by explaining how any changes in life circumstances may affect your taxes in the future. The deliverables include a draft of Form 1040 and estimated IRS payment vouchers. 

Note: the option to complete future year questionnaires is not immediately available in your TFX account to prevent any ambiguity. Please fill out a ''dummy'' Tax Questionnaire for 2005 with your projected income information.

For more information, please refer to Expat tax projection.


Prior return review

If you didn't use TFX to file your tax returns, it is possible that you made errors that could result in a smaller refund, higher tax, or an IRS audit. To avoid this risk, you can have an expert review the last three years of your tax returns to ensure that they are accurate and compliant with IRS regulations.

The tax review process includes all forms that are included in the individual tax return (Form 1040). Form 2555 and Form 1116 are also evaluated during the review process.

For more information, please refer to Check my tax return.


IRS letter review

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.

If an amendment is suggested, the review cost goes toward the amendment fee. Similarly, if IRS representation is necessary, the review cost will go towards the hourly fee, should you choose TFX to represent you.

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


IRS representation

TFX provides a professional IRS representation service billed per hour. Our agents will call and negotiate with the IRS on your behalf and:

  • Inquire about refund status (estimated time 30 minutes);

  • Request a tax transcript (estimated time one hour);

  • Discuss the case with the IRS agent, fax requested documents (estimated time one hour);

  • Write a letter to request a penalty waiver (estimated time two hours).

For more information, please refer to IRS representation.


Expatriation services

It is important to ensure that you are up to date with your tax filings and do not owe the IRS money from previous years if you consider renouncing your U.S. citizenship or relinquishing your Green Card. To expatriate, you must have another citizenship, file the last 5 years' U.S. tax returns, and submit Form 8854 with the final return to avoid being a U.S. tax resident.

TFX will evaluate your situation based on your citizenship or residency status and assess if you are current on your U.S. income taxes or if there are any outstanding requirements, such as foreign bank account reporting or past-due tax returns. Then, we determine if utilizing the Streamlined procedure or simply filing FBARs is sufficient. Once all necessary steps are taken, we proceed to file Form 8854.

For more information, please refer to Expatriation services.


VIP service: We complete a Tax Questionnaire for you

If you don't have time to complete our Tax Questionnaire, request the VIP service by sending an email to success@tfx.tax. Then, upload your documents to your TFX account, and we will use them to fill out a TQ for you. This service is billed per hour. The amount of time needed to fill out a TQ depends on the complexity of the individual’s tax situation, but it usually takes 1–2 hours. For more information, please refer to VIP service.

Note: if you have a foreign corporation or foreign partnership, we will require your balance sheet, income statement, and articles of incorporation.

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