Trusted partner · U.S. Expat Taxes

Universal Tax Professionals — U.S. Tax Filing for Americans in Mexico

Universal Tax Professionals files U.S. federal returns for Americans in Mexico — Form 1040, FEIE / FTC decision, Foreign Tax Credit (Form 1116), FBAR (FinCEN 114), FATCA (Form 8938), the U.S.-Mexico tax treaty, and the RFC / Mexican tax interaction.

Updated October 2026

Partners pay Moveinmexico a listing fee or a commission when you sign up. Your price never changes and our recommendations are independent. How we choose partners

Mexico-specific expertise

They know the U.S.-Mexico treaty, the IMSS / RFC interaction, and the FEIE / FTC math for Mexican tax residents.

Full federal stack

1040, FEIE, FTC, FBAR, FATCA, foreign pension, treaty positions, streamlined filing for late filers.

State exit strategy

They advise on California / Virginia / NY / NJ residency exits — a critical step before becoming Mexican tax-resident.

Filing U.S. taxes from Mexico has its own quirks. The Foreign Earned Income Exclusion ($132,900 for tax year 2026) has exact-day-counting rules and the U.S.-Mexico tax treaty has specific Social Security and pension provisions. The Foreign Tax Credit usually beats the FEIE for someone paying Mexican ISR — but most domestic CPAs default to the FEIE because it’s simpler. Add FBAR for your Mexican bank account, FATCA Form 8938 for foreign assets, and the RFC complications, and you need a CPA who specializes in expats. Universal Tax Professionals does only this — Americans abroad — and they handle Mexico-resident returns regularly.

  • Specialists in Mexico-resident U.S. tax returns
  • U.S.-Mexico treaty-aware planning
  • FBAR + FATCA included in standard expat packages
  • Streamlined filing available if you’ve missed prior year returns
  • Free initial consultation via the contact form

Why expat-specific CPAs matter

The U.S.-Mexico tax treaty, the Mexican RFC system, and the FTC vs FEIE decision are not concepts most U.S. CPAs deal with regularly. Mistakes are expensive (double taxation if the FTC is filed wrong; understated income if the FEIE is misapplied). Use a CPA firm that files thousands of Mexico-resident American returns a year — that’s Universal Tax Professionals.

Universal Tax Professionals

Universal Tax Professionals files U.S. federal returns for Americans in Mexico — Form 1040, FEIE / FTC decision, Foreign Tax Credit (Form 1116), FBAR (FinCEN 114), FATCA (Form 8938), the U.S.-Mexico tax treaty, and the RFC / Mexican tax interaction.

Book a Tax Consult

Disclaimer: general information for U.S. citizens living or planning to live in Mexico — not tax, legal, financial or immigration advice. Financial requirements are indicative 2026 figures: Mexican consulates apply different thresholds, documentation rules and exchange rates, and the UMA they are based on changes every year. Always confirm the requirements with the consulate handling your application, and tax questions with the IRS, SAT or a qualified professional before acting.