Reviews 4,000+ Verified REVIEWS
Tax Guide
Tax Guide
All articles

Phone consultation

At TFX, we appreciate that clients have different needs. That is why we offer three types of phone consultations.

Free Introductory Phone Consultation

We appreciate that as great as our website is - you might want to speak with a tax professional on the phone to discuss your situation before having us work on your case.

That is why we offer a free Introductory Phone Consultation with one of our tax advisors (up to 30 minutes). While this service is free - it requires a $50 retainer towards your tax preparation fees.


Who can order the consultation

Anybody with an account in our system can order it via a link in their Client Home area.

How to schedule the consultation:

Click ‘Phone’ in the left-hand sidebar (must be logged in)
2.PICK THE time
Pick the date / time from the calendar showing available time slots.
Pay the $50 retainer (it will show up as credit in your account).
Provide overview of situation / questions you want to go over during the consultation.

How far in advance can we schedule?

You have to order the consultation at least one day in advance. This means that you can’t just order it in an hour – as that does not leave sufficient time for us to prepare for the call.

Which questions are appropriate for this service?

This is a good option for clients who are new to TFX, plan to have us prepare their return and want to discuss their situation on the phone before we begin. For example:

  1. Deciding on optimal method of filing (how many years to file, if they should file, whether they qualify for the Streamlined Procedure, etc).
  2. How to complete our Tax Questionnaire. If any questions are unclear or you are not sure how to input certain items of income or expense.
  3. What documents may be necessary
  4. Timelines & how long the process should take
  5. How to report non-resident spouse and their income

Can I speak to someone without a retainer?
Of course!

We host a webinar (there is also a recorded version you can watch anytime) where you can learn all about TFX and how we work. In addition to a live demonstration and overview, members of our tax team are there to answer any questions, as well. In addition, you can always schedule a call with a member of our onboarding team.

Customer Service Help
  1. You can call us directly on +1-646-EXPAT-US.
  2. You can request a callback
    Request callback
  3. Or you could email us at and we will set up a call at a mutually convenient time.

What if I have high-level tax planning questions?

If you are not looking to have us prepare your tax return, but want to discuss your situation with an expert, we offer a different venue.

The Tax Planning Service is offered by the firm's top brass. It is suited for people who are not our clients and have general questions about US taxes. It carries a higher price tag ($250 for 30 minutes) and aims to answer a different set of questions.

Any kind of tax planning or complex tax advisory should be ordered through that channel.

CPA Phone Consultation

In the course of working with us you may want to have a phone consultation with your tax consultant. Because we work on fixed-fee basis (as opposed to billable hours), we can't offer this service for free. We do, however, offer the option to schedule a 30 minute paid consultation.


Phone Consultation for up to 30 minutes with your tax consultant $150

This is the option for you if you have specific questions about your return and don’t want to discuss them by email (which is always free). We aim to price it at a very affordable rate so that most clients who want to discuss their case on the phone can do so.

Tax Planning

If you have specific U.S. tax questions that you would like to discuss with an Expatriate Tax Expert, this is the service for you.


30 minute Tax Planning session over the telephone $250
Follow up quantitative scenario analysis (price per hour) $200

How Does It Work?

Once you create an account in our system, choose 'Phone Consult' from the sidebar and select Tax Planning, you will be able to choose an available time slot that works for you.

You will submit a brief overview of your situation and a list of topics / questions that you would like to discuss. A senior member of our team will review the information provided and, if necessary, request additional details. Note - this consultation covers impact on U.S Tax from worldwide income, from all sources. We do not advise on local (non-U.S) country tax impact.

If your inquiry falls outside the area of our expertise, or requires additional analysis, we will notify you in advance and you will have an opportunity to decide how you'd like to proceed.

You will talk via the telephone with our experts. They will answer the questions you submit as well as any further ones that might arise in the course of the consultation.

It is likely that we will ask additional questions that would allow us to provide further guidance or offer tax planning suggestions. By having an expert guide you, you will learn about issues that you didn’t even realize could be important. For now, they are your unknown unknowns.

If you are interested in follow-up quantitative analysis, we can do so at our standard rate of $200 per hour.

Sample Cases

Personal Tax Planning Business Tax Planning

Provided that I can only qualify for the Foreign Earned Income Exclusion based on the Physical Presence test, how should I plan in advance my summer vacations to the U.S. over the next two years in order to obtain the maximum allowed amount of earned income and housing exclusion?

How should I structure salary and dividends distribution from my UK corporation for the upcoming year to receive the most beneficial U.S. tax results?

I received a job offer with relocation to Dubai, UAE. I would like to evaluate three scenarios of U.S. federal and state tax consequences of accepting the offer:

  • I live in Dubai while my wife stays in the U.S. and continues working.
  • I live in Dubai with my wife. I work for the foreign employer and my wife works remotely for the U.S. employer.
  • My wife and I both move to Dubai. I work; my wife does not work.

I run an online business in India selling goods through Ebay to customers in the U.S. I would like to evaluate the U.S. tax consequences of two business structures:

  • Establishing a branch of Indian corporation in Delaware. The U.S. branch of foreign corporation would receive income from U.S. operations and pay salary to myself and to the U.S. agent residing in New York state.
  • Establishing an independent U.S. corporation in Delaware. The U.S. corporation would buy goods wholesale from my Indian corporation. I will receive salary from Indian corporation. The U.S. corporation will pay salary to the U.S. corporate officer.

I live and work in Romania. I would like to evaluate my opportunities for opening an individual U.S. retirement accounts. How much I am allowed to contribute and what will be the U.S. tax saving effect?

I am a 100% owner of a foreign Corporation with gross revenues of about $300,000. How do I determine whether to take the Housing Exclusion or Deduction? How much in wages would I need to pay myself and/or my wife to realize the full benefit?

I would like to open a ROTH IRA account. I heard that taxpayers applying foreign earned income exclusion do not qualify for ROTH IRA contributions. Is this correct? Can you calculate how much I am allowed to contribute?

I am a single owner of an S-corporation. I provide web publishing services for U.S. clients. My husband received a job offer in France and I am going to join him. What would be my federal, state, and self-employment tax obligations if I continue running the U.S. business while living in France?

I am considering two different options for a job offer. First offer has a higher salary and taxable benefits. Second offer includes a lower salary and non-taxable benefits. Which offer will result in higher net pay?

I am a sole proprietor living and working in Brazil. Since there is no Social Security Totalization Agreement between Brazil and U.S., I am subject to double taxation. I pay self-employment tax both in Brazil and in the U.S.

Will it be cost-effective for me to incorporate my business in Brazil? What would be the total resulting U.S. tax saving consequences?