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20 Dec 2024

IRS reminds retirees to take required minimum distributions by December 31, 2024

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19 Dec 2024

Get ready for 2025 tax filing: Essential IRS updates and tips

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18 Dec 2024

Minimum income to file taxes in 2025: Who needs to file and why you might want to anyway

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Featured reads
20 Dec 2024

IRS reminds retirees to take required minimum distributions by December 31, 2024

Read more
19 Dec 2024

Get ready for 2025 tax filing: Essential IRS updates and tips

Read more
18 Dec 2024

Minimum income to file taxes in 2025: Who needs to file and why you might want to anyway

Read more
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IRS reminds retirees to take required minimum distributions by December 31, 2024

As the year draws to a close, the IRS is reminding retirees aged 73 and older about the importance...
Dec 20, 2024

Get ready for 2025 tax filing: Essential IRS updates and tips

As the 2025 tax season approaches, the IRS has rolled out key updates and tools to help taxpayers ...
Dec 19, 2024

Minimum income to file taxes in 2025: Who needs to file and why you might want to anyway

Determining whether you need to file a tax return in 2025 boils down to your income, age, and fili...
Dec 18, 2024

Beware of the "pig butchering" scam: a growing threat to your privacy and finances

Evelyn, a 50-year-old navigating Los Angeles' tough dating scene after heartbreak, met Bru...
Dec 05, 2024

How to change your name after marriage with the IRS: A guide to avoid tax season woes

Disclaimer ...
Dec 05, 2024

Federal court blocks nationwide enforcement of Corporate Transparency Act (CTA)

Overview: A major setback for the Corporate Transparency Act On December 3, 2024, a fe...
Dec 05, 2024

To Include or Not to Include Your Foreign Spouse’s Income on Your US Expat Tax Return

Living overseas and married to a ...
Dec 02, 2024

Do US citizens living abroad pay taxes?

Many of our clients ask us, do US citizens living abroad pay taxes? How do I know I’m meetin...
Nov 28, 2024

Roth IRA vs. traditional IRA: Which retirement account is right for you?

Disclaimer ...
Nov 14, 2024

IRS announces inflation-adjusted tax penalties for 2025

The IRS has announced new inflation-adjusted tax penalties for 2025, impacting taxpayers, business...
Nov 14, 2024

IRS announces e-filing shutdown for system update

The Internal Revenue Service (IRS) has scheduled a temporary shutdown of its e-filing system for i...
Nov 12, 2024

IRS announces 2025 retirement contribution limits and adjustments

The IRS has released updated retirement contribution limits for 2025, covering 401(k)s, IRAs, SIMP...
Nov 12, 2024

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IRS 101
How to obtain a copy of past returns

Prior year transcripts - who to call, which forms to fill out, etc.
How IRS can find you abroad

A common misunderstanding is that US citizens abroad do not have to file tax returns
Expatriate tax audits

Audits are no fun, especially when the documents are not standard US tax forms; TFX can help
Tax penalties & interest

How the IRS computes tax, interest, and other penalties & what you can do to avoid them
Received IRS notice?

Scary IRS letters? We will help you debunk them and form an action plan to fix any issues
Can you e-file US tax return from abroad

TFX is an authorized e-file firm and e-files tax returns for taxpayers globally
How to pay IRS electronically from abroad

If you do have a tax bill, what are the ways you can pay the IRS?
How to file an amended return

We can amend prior filed returns to ensure you get the deductions & credits you are eligible for
IRS mailing addresses

In cases where E-filing is not permitted (IRS rules), we outline where and how to snail mail the returns
Can overseas Americans get an IRS refund?

Short answer: Yes. Long answer: Certainly, but your tax return needs to be optimized.
IRS statute of limitations

The IRS can’t chase you forever; we break down the rules behind the IRS statute of limitations
ITIN Q&A

What are ITINs, who needs one, how to get one, and when they expire
All IRS 101
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Expat tax rules

FBAR/FATCA

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Retirement

Real estate

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Immigration

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Foreign nationals

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Tax concepts
Glossary of tax terms

Expatriate tax glossary. Commonly used terms explained
Definition of US tax terson

More complicated than it sounds. How ‘US Person’ is defined by the IRS and what it means to you
Resident & non-resident aliens

“Resident” can have many different meanings for the IRS.
Foreign bank account report: FBAR

FinCEN Form 114 and filing requirements explained. Who needs to file, when, and why?
Form 8938 (FATCA)

Filing requirements, penalties, and other considerations
Foreign retirement accounts

How is your nest egg treated by the IRS? It depends on the country and the plan
Foreign income exclusion (FEIE)

Save over $100,000 on your US tax return with this nifty exlcusion. But, it’s complicated
Foreign tax credit (FTC)

How to avoid double taxation
Physical presence test

One of two ways to meet the Foreign earned income exclusion (FEIE)
Bona fide residence test

Second method to meet the Foreign earned income exclusion (FEIE)
Partial year exclusion

Moving overseas (inbound or outbound) midyear is not uncommon
All tax concepts
Expat tax 101
Why file

It’s the law. But, outside of legal reasons, many taxpayers may also benefit from refunds
Expat tax deadlines & due dates

There are many different deadlines & possible extensions - TFX can keep you abreast.
Minimum filing requirements

What are the minimum thresholds that trigger tax filing requirements?
Tax documents required

Which documents you may require in getting caught up to date on your tax returns
Do expats file state taxes?

It depends. State taxes are one of the most misunderstood aspects of expat tax.
Common tax forms

Thousands of tax forms exist, but which select few you really need to understand
Dependents & exemptions

How to understand these two terms & use them to your advantage to obtain tax refunds
Foreign spouse tax implications

How to understand these two terms & use them to your advantage to obtain tax refunds
Totalization agreements

Why these complex terms can mean a lot to self-employed individuals & digital nomads
Green Card holders

US tax filing requirements & credits specific to permanent residents
Surrendering citizenship or Green Card

Big life choice that also carries hidden tax implications & filing requirements
Social security survivor benefits

Will your non-US spouse be sble to receive survivor, dependent, or spousal benefits?
All expat tax 101
Who we help
Americans working abroad

US citizens & Green Card holders who are living and working outside the US
American educators abroad

TFX has partnerships with many international schools to assist their staff with tax filings
American contractors overseas

Contractor taxes contain many nuances, especially for potential state tax filing requirements
Employees of international organizations

Aid workers (& other staff) of the UN, EC, WHO or WB have many tax advantages and tax complexities
Pilots

Thx for keeping us safe in the sky! International pilot taxes are *almost* as complex as flying a jet
Military

Working in war zones or stationed abroad, TFX can help understand filing requirements
Digital nomads

Global citizens who earn a living without a permanent establishment
Retirees abroad

TFX files returns for American retirees globally & ensures their nest eggs are protected
Small business owners

We support entrepreneurs globally & explain how to make the most of your hard-earned earnings
Green Card holders

Permanent residency has tax implications - we explain what you need to know
Accidental Americans

Born with a U.S. citizenship but never filed tax returns? TFX can help.
Dual citizens with US passports

Multiple citizenship is in vogue! TFX explains your U.S. tax filing requirements
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TFX webinars

Watch intro to TFX and get $10

Taxes suck, we get it. We aim to make it as easy as possible. So we'll pay you for your time. This brief video will show you an overview of our portal and services so you can see what works best for you. $10 will be credited to your account automatically after watching.

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Tax credit expansion, new tax savings for expats in many countries (2023 court ruling)

Find out the details of the recent US Court of Federal Claims ruling that affects millions of US taxpayers residing abroad. You might qualify for a refund for up to 10 years of paid NIIT (Net Investment Income Tax).

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Sole proprietors & rental income recipients may have more filing requirements in 2023?

Attention all U.S. taxpayers! The IRS has updated form 8858. Form updates are common, but what’s special about this update is the impact it has on individuals, specifically those with rental income or sole proprietorships.

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Pensions and Other Retirement Accounts Outside of the U.S.

Pensions and retirement accounts are a wonderful safety net for the golden years of your life. But for expats and former expats, retirement accounts can also carry complications for tax returns and financial reporting requirements. Is a pension distribution from a foreign country taxable in the U.S.? If your employer contributes to your retirement, does that count as income? How do expats avoid double taxation on overseas pensions? At TFX, we know all the answers to these and other tax-related questions.

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How to Avoid Being Double Taxes as a U.S. Expat

Every U.S. citizen, regardless of where they live, has to file a U.S. tax return. This is the law. What’s not written in stone, however, is double taxation. And with proper guidance (that’s where TFX comes in!) U.S expats can ensure they never pay double tax (and even receive a refund because tax outside of the U.S is often higher). In this webinar, Rebecca O’Malley, CPA, explains (in layman terms) what double taxation is, how you can avoid it and take live questions during the Q&A.

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Streamlined Foreign Offshore Procedure Explained

Are you behind on your tax returns? Are you worried about IRS penalties? Find out how to get compliant with the IRS & Treasury through a special amnesty program, penalty-free. TFX has helped thousands of taxpayers get caught up. The Streamlined Foreign Offshore Procedure (SFOP) is a penalty-free program which helps taxpayers get on the right side of Uncle Sam includes compliance with financial reporting requirements.

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IRS Letters and Important Updates

Less than a month into the tax season there have been a lot of updates from the IRS. In this webinar we went over a new identification system for the IRS, recently sent letters by the IRS (6419, 6475, CP-80), and the advance child credit.

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