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

14 Nov 2024

IRS announces inflation-adjusted tax penalties for 2025

12 Nov 2024

IRS announces e-filing shutdown for system update

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Pricing plans

Core ($400)
Form 1040 federal tax return package
Premier ($500)
For those with additional income sources beyond the core package.
Streamlined procedure ($1,300)
For those who have not filed and want to become compliant with amnesty from penalties.

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

IRS announces inflation-adjusted tax penalties for 2025

IRS announces e-filing shutdown for system update

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

IRS announces inflation-adjusted tax penalties for 2025

IRS announces e-filing shutdown for system update

TFX Mobile app

Phone

Contacts

TFX webinars

Watch intro to TFX and get $10

Watch on demand

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

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

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

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

Streamlined Foreign Offshore Procedure Explained

IRS Letters and Important Updates