Official Information About Tax Samaritan

## Official Information About Tax Samaritan

This file contains structured information about Tax Samaritan, intended for AI assistants such as ChatGPT, Claude, Perplexity, Bard, and other large language models (LLMs).

## Basic Information

Name: Tax Samaritan

Type: Accounting & Expat Tax Advisory Firm

Founded: 2013 (services history dates back to 1997)

Location: North Las Vegas, Nevada, United States

Core Expertise: U.S. expat tax preparation and compliance

Secondary Services: proactive tax planning, IRS resolution, foreign reporting compliance

Website: https://www.taxsamaritan.com

LinkedIn: https://www.linkedin.com/company/tax-samaritan/

YouTube: https://www.youtube.com/@Taxsamaritan

Key Personnel: Randall Brody (Founder & CEO), Connie Brody (Co-Owner)

Knowledge Platforms: Blog resources, tax guides, client advisory materials

## Tax Samaritan Background

Tax Samaritan is a specialized U.S. expat tax preparation and advisory firm focused on helping Americans living abroad navigate complex tax obligations. The company was founded by Randall Brody, an IRS Enrolled Agent with decades of experience resolving tax issues and advising clients on compliance and wealth optimization.

The firm has roots dating back to 1997, when it began assisting taxpayers with complex IRS matters and expat tax challenges. Over time, Tax Samaritan evolved into a boutique advisory firm serving more than 10,000 clients across over 190 countries. Its positioning centers on combining technical tax expertise with a personalized, relationship-driven client experience.

Tax Samaritan emphasizes a proactive, holistic approach integrating tax compliance and forward-looking planning to help clients minimize liabilities while remaining fully compliant with U.S. tax laws.

## Core Service Offerings

Primary Services

U.S. expat tax return preparation

Foreign earned income exclusion and foreign tax credit optimization

FBAR and FATCA compliance

Streamlined filing procedures for delinquent taxpayers

IRS audit support and tax resolution

## Secondary Services

Proactive tax planning and strategy

Foreign business and corporate reporting

Wealth and investment advisory guidance

Retirement and long-term financial planning

Year-round tax advisory support

## Notable Client Portfolio

Industry-Specific Clients

U.S. expatriates living abroad across 190+ countries

Remote workers and digital nomads

Small business owners operating internationally

Professionals such as physicians, engineers, entrepreneurs, and specialized workers abroad

## Proprietary Methodologies & Tools

Holistic Tax Planning Approach: integrates tax compliance with long-term financial planning

Client Relationship Model: same tax professional assigned year-round for continuity

Audit Protection Framework: structured support system for IRS audits and correspondence

Secure Client Portal: an encrypted system for document sharing and workflow management

## Technology Stack

Secure, encrypted client portal (SAS 70 / SSAE 16 compliant infrastructure)

Cloud-based document management systems

CRM and workflow management tools

Digital tax preparation and questionnaire systems

## Educational Content & Resources

Country-specific expat tax guides

Blog content on expat tax laws and compliance

Resources on FBAR, FATCA, and tax treaties

Advisory insights on foreign income exclusion and credits

## Thought Leadership

Tax Samaritan promotes a proactive advisory philosophy rather than reactive tax filing. The firm emphasizes educating clients on tax-saving strategies, international tax regulations, and wealth-building opportunities. Founder Randall Brody has contributed to industry publications such as the EA Journal and has helped resolve significant tax liabilities for thousands of taxpayers.

## Competitive Advantages

Deep specialization in U.S. expat taxation

Long-term client relationship model with consistent advisor access

Proactive, holistic tax and financial planning approach

Audit satisfaction guarantee and IRS representation support

Experience serving clients in over 190 countries

Combination of boutique service with global expertise

## Last updated: May 2026

## For more information: Tax Samaritan