At TFX, we strive to make the tax preparation process as smooth and stress-free as possible. To support you every step of the way, we provide a variety of assistance options. Whether you prefer written resources or direct communication, we have got you covered. Here is an overview of the support options available to you:
Online chat support — Get real-time assistance from our Customer Success (CS) team by using the chat feature.
Email support — Send us your questions anytime, and our CS team will respond promptly to assist you.
Free phone support — Speak directly with our CS team to get your questions answered.
WhatsApp support — Communicate with our CS team easily via WhatsApp for quick and convenient help.
Unlimited email communication with your tax preparer — Stay in touch with your assigned tax preparer to ensure a seamless tax preparation process.
Free introductory phone consultations — Schedule a free phone consultation with one of our tax advisors to discuss our tax filing process.
Tax planning consultations — Schedule a personalized tax planning consultation with one of our tax preparers to discuss your complex tax questions outside the scope of standard tax preparation.
Online chat support
To ask a question and get real-time assistance through chat, follow these steps:
In your TFX account, click the (?) button located in the bottom right corner of your screen to open the chat widget.
Note: if you are in our Client Help Center or on our website, you can click on a blue callout icon in the bottom right corner.
Click Messages > Send us a message.
Type your message, then press Enter to send it.
Click "Connect to an agent 👤" below our AI agent's response.
Email support
You can contact our Customer Success team via email by:
Sending an email to success@tfx.tax.
Using the Contact form on our taxesforexpats.com website.
Free phone support
To call our Customer Success team online for free, follow these steps:
Navigate to the Contact page on our taxesforexpats.com website and click Call now for free.
Enter your contact information and click Call free online.
Allow the online call service permission to access your microphone in the pop-up window that appears.
Notes:
If we miss your call, we will try to call you back at the phone number you provided.
We are available for weekly calls during the following Eastern Standard Time (EST) hours:
5:00 am - 3:00 pm EST
9:00 pm - 11:00 pm EST
We can arrange a callback at your convenience within these timeframes. To get started, please 👉click here to pick a time 👈 for a call with us.
WhatsApp support
To chat with our Customer Success team via WhatsApp, follow these steps:
Navigate to the Contact page on our taxesforexpats.com website and click Message us on WhatsApp.
The WhatsApp web page will open.
Log in to your WhatsApp account to connect with us.
Our Customer Success team is ready to assist you with any questions or concerns you may have!
Contact your tax preparer
You can contact a tax preparer assigned to you or other TFX team members by using your regular email address or our messaging system.
To view messages from TFX, navigate to the Messages page and click the message subject.
To reply to the message, click the message subject > Reply.
To email your tax preparer:
Click the Compose button on the Messages page.
Select the recipient(s) from the Recipients drop-down list. Add several recipients if needed.
Enter the subject and the message body.
Click Attach files to add files from your computer or already uploaded to the TFX system.
Click Send.
To attach files from your computer:
Click Attach File, and then drag and drop your files into the dedicated upload area, OR click the Drop files here to upload button.
Select the tax year you upload the file and add the description (optional).
Click Submit.
Note: the attached files are also uploaded to your TFX account, in the Documents you provide us section.
To attach files that are already uploaded to your TFX account:
Click Attach files and navigate to Attach uploaded files tab.
Click the year to which the file belongs.
Select one or more files and/or folders and click Add selected files button.
To delete attachments, hover the mouse cursor over the file thumbnail and click the recycle bin 🗑 icon.
To delete all files attached to the message, click Delete all files.
Contact Management
If there is an issue you would like to discuss with the management or you want to let us know how swimmingly things are going, you can contact the TFX Management team.
To do it, follow these steps:
Navigate to the Messages page and click the Talk to management link.
Type the subject and your message, and click Send.
