The Need For An Expat Tax Professional – How To Find The Best Expat Tax Professional Firms for 2020
If you live overseas, chances are that you will need a U.S. expat tax professional at some point. To hire the right person, you are going to need to research the best online expat tax professional firms for 2020. While our services can help clients with all their expat tax needs, we understand that you might still want to consider all of your options before identifying the best online expat tax professional firm for you.
It is common for taxpayers to ask us, “If we don’t use Tax Samaritan, who would you recommend?” That’s why we have compiled a list of other online expat tax professional firms. Not wanting to shy away from this daunting question, we here at Tax Samaritan find that we are best-served to have an honest and transparent philosophy when it comes to interacting with our current and potential clients. We are happy to answer this question for you and provide this information because we believe it is important that you identify a tax firm that is the right fit for you.
Now to the subject at hand – What are the other expat tax professional firms?
You will also notice that I haven’t included price as a factor, as that should be the very last concern when selecting an online expat tax professional. It is much more important to choose a firm that provides an accurate and complete tax return and will keep you safe with both the IRS and state tax authorities. It’s also nice to find a tax professional that you feel you can return to, year after year, and always expect to receive the same level of support and assistance.
With many Americans residing abroad, a niche market for Expatriate Tax Return preparation has developed. Thus, you now have many options to choose from. Selecting one of the best expat tax professional firms should be based on both the quality of the professional and your personal fit.
This list of the 2020 expat tax professionals is in no particular order, and I have copied information directly from their website or from their marketing materials. I am not affiliated with any of them and am simply sharing the details that come to mind when I think of them. As part of any process in selecting a new tax professional, I highly recommend talking to at least three different firms – this will not only help you determine whether there is a good fit, but also a sense of differentiation amongst the different options. I always say because I hear it so often from many people that call us – if you find that the firm is not very responsive or unresponsive when you are just a prospective client – just think of how responsive they will be once you are a client… so, please keep that in mind during your research.
All of the firms are staffed by licensed tax professionals, such as Enrolled Agents (EAs) and Certified Public Accountants (CPAs). They all utilize some form of secure electronic communication method or portal. To me, these have always been two of the most essential elements when you begin considering doing tax business online.
To be neutral, I’m excluding Tax Samaritan from the conversation.
Tax Professional Firms Available Worldwide
H&R Block Expat Tax Preparation – H&R Block, the tax-preparation giant, began serving Americans abroad with virtual tax preparation in 2013 and quickly became one of the best online expat tax professional firms. They are a highly specialized team of tax attorneys, CPAs and Enrolled Agents (EAs), whose primary focus is on expat tax preparation for Americans abroad.
In some countries, H&R Block may even have a local office. This is a large company that offers predictable results, as well as a recognizable brand. H&R Block is a good choice for taxpayers who like to rely on household names when buying products or conducting their business. Plus, they offer secure uploading for tax documents and other sensitive information. If you are worried that your tax filing will be overly complicated, you can rest assured knowing that they also offer a guarantee of 100 percent accuracy and 100 percent satisfaction.
Greenback Expat Tax Services – Greenback Expat Tax Services was founded in 2008 by U.S. expats. They have worked with expats in 212 countries and have served over 8,400 expats in filing their tax returns. They offer straightforward pricing for basic returns, as well as for CPAs and EAs who work remotely throughout the world.
Greenback Expat Tax Services also offers extreme convenience in providing a secure data portal where customers can easily upload their tax documents.
Greenback Expat Tax Services also offer a flat fee for all basic IRS expat tax returns, so that the customer always knows and understands the basic pricing schedule.
Bright!Tax – Founded by an entrepreneur with venture capital backing, Bright!Tax is yet another option for taxpayers living outside of the United States. Beginning with the 2014 tax year, Bright!Tax almost exclusively employs Virtual Tax Preparers that are American CPAs (and no Enrolled Agents known as America’s Tax Experts). They offer a secure interface for clients, along with a flat fee for basic expat tax returns.
Bright!Tax has customers in over 190 different countries, and they have won multiple awards.
Additionally, they have set up the Bright!Tax Global Scholar Initiative, in which they fund scholarships for U.S. students who would like the opportunity to study out of the country for a full semester at an accredited university, college or other approved institution of learning.
Expat Tax Professionals – Unlike most tax firms, Expat Tax Professionals do not ever outsource their tax preparation services. All work is done by their in-house staff, primarily consisting of CPAs and tax attorneys.
Expat Tax Professionals was founded in 2012, and they specialize in assisting U.S. taxpayers in getting caught up with late filings.
Expat Tax Professionals utilize the most cutting-edge security measures (256 bit SSL and 256 bit AES encryption) for uploading tax documents and other supporting information, and they offer simple, competitive pricing. They also offer very detailed information on their website regarding filing requirements and late filing options, which can be very helpful.
Taxes For Expats – Taxes For Expats is women-owned and has been preparing taxes for U.S. expats for over 25 years.
Every return is checked by two pairs of eyes (a quality control check we advocate ourselves) – a CPA or EA, along with a senior supervisor who thoroughly reviews their work before creating the final tax documents.
Taxes For Expats is focused solely on American taxpayers living outside of the United States, and they have created a simple tax return process that offers flat-free pricing for most returns, along with secure uploading for documents and information.
They have helped U.S citizens living in over 190 countries with staying in compliance with the IRS, and they have extensive reviews online for prospective clients to review.
American Expat Tax Services – American Expat Tax Services is somewhat unique in that they specialize in taxpayers who live either in the United States or Canada.
But, work on the other side of the border and want to ensure that they are in direct compliance with all of the requirements that might apply with either country.
With American Expat Tax Services, you can expect to utilize a private data portal which will enable the convenience of encrypted document transfers.
American Expat Tax Services has over 30 years of experience, employing CPAs and EAs to offer assistance to expats, along with approved furthering education for expat tax professionals.
Expat CPA – Expat CPA is a Certified Public Accounting firm that is based in the United States, offering specialized assistance to American taxpayers when preparing and filing their tax returns.
Since 1994, Expat CPA has been focusing solely on American expat tax preparation. As that they completely understand the ins and outs of filing these types of returns, they are able to provide fair, competitive fees.
Expat CPA provides a secure portal for uploading all supporting tax documents and, five days after receiving the required or requested information, the completed tax returns will be emailed to the taxpayer as a PDF with password protection.
They also provide a Tax Notebook, which will populate your tax information from the previous year, if you are a return customer and continue to utilize their services.
American UK Tax Solutions – As the name implies, American UK Tax Solutions specializes in assisting both U.S. and UK taxpayers who live and/or work “across the pond.”
Providing a focus on filing returns from previous years, American UK Tax Solutions offers important information on programs and procedures to ensure that U.S. and UK taxpayers remain in good standing with the IRS.
Additionally, American Tax Solutions can help your business with their Tax Advisory Services, helping you to ensure that your business is structured in the most advantageous way to provide optimization and even tax relief in optimal situations.
Most fees are fixed, but they can differ due to the overall complexity of the preparation and filing.
Online Taxman – Online Taxman specializes in assisting U.S taxpayers who are working or living abroad, American entrepreneurs living outside of the country, government or military contractors and citizens of overseas countries who invest in the United States.
They also focus on providing help for digital nomads, which is a newer term for freelancers or people involved in the tech world who travel to countries where they can work and live a better lifestyle with less investment.
Online Taxman can help provide information to create business structures, set up financial planning, report foreign assets and bank accounts and get caught up on back taxes. For those with concerns about uploading their private documents online, Online Taxman utilizes a secure encrypted online portal.
US Expat Tax Help – US Expat Tax Help offers its clients dedicated tax assistance all throughout the year, so they are easy to contact, even outside of tax season.
They focus solely on preparing returns and additional forms for American taxpayers living abroad, along with both U.S. resident and non-resident aliens.
US Expat Tax Help also provides help with unresolved issues with the IRS, including filing back taxes and addressing unpaid tax debts.
Additionally, clients utilize US Expat Tax Help for business services, such as consulting, planning, cash flow management, new company setups payroll and non-profit organizations. They provide online client portals for secure documentation uploading and helpful financial calculators.
Expat Tax CPAs – Expat Tax CPAs offer services to American taxpayers who are living outside of the United States and fall under the requirements to file with the IRS or to prepare additional forms for overseas accounts.
Once the documents and other requested information are uploaded to their secure portal, Expat Tax CPAs prides themselves on returning the completed forms within 12 days.
They can assist with streamlined programs to file late or back taxes, as well as FACTA and FBAR filings. Additionally, they can offer help with ITIN applications, representation with IRS audits, setting up foreign organizations and business tax filings.
As with most other tax preparation businesses, Expat Tax CPAs also offers a free 15-minute consultation to help you decide if they are the preparers for you.
Expatriate Tax Returns – Expatriate Tax Returns have over 25 years of experience in providing federal, state and city filings for expats located all across the world.
They work on all of their clients’ filings in-house, where they are based in Detroit with global outreach, without outsourcing to other tax professionals.
They offer competitive pricing, with upfront estimates so that you know exactly what to expect.
Expatriate Tax Returns provides their Virtual Client Filing System, where it is simple and safe to upload the documents that will be needed to prepare your tax returns.
Additionally, they work year-round, so they can always offer assistance in the case of additional questions or IRS audits.
Universal Tax Professionals – Universal Tax Professionals focus solely on tax preparation for American expats, late expat tax returns, corporate business returns and non-profit organizations.
This is a full-service firm made up of CPAs who are experts in ensuring that you meet all of the regulations and requirements of the IRS and local agencies.
Universal Tax Professionals offers CPAs in several countries abroad, including Australia, Brazil, the Czech Republic, Germany, Israel, Mexico, Norway, Sweden and the UK, along with online global connections.
On the Universal Tax Professionals website, you can also find additional resources to help with your tax planning process.
Artio Partners – Artio Partners provide tax assistance and filing for American citizens, Green Card holders and foreign nationals, as well as global mobility services.
They are made up of CPAs and accountants with over 35 years of experience, and they are the winner of the coveted APAC EMMA’s, given for exceptional services in the field of global mobility.
Plus, Artio Partners offers educational seminars for both individuals and businesses, as well as International Assignment Services.
Artio Partners are also experts in foreign real estate, international visas, foreign adoptions, international mutual funds, controlled foreign corporations, currency transactions, U.S. citizenship renunciation, FACTA, FBARs and much more.
EFPR Group – EFPR Group has over 60 years of experience in both Western New York and around the globe, serving over 10,500 clients.
They are a large firm of over 200 Business Consultants and CPAs, providing varied assistance with filings for American expats, as well as international business plans that help with employee compensation plans, cross-border transactions and tax equalization.
EFPR Group also offers commercial services, auditing services, IT consulting, staffing, outsourcing, litigation services, business valuation and forensic services. EFPR Group’s website also contains helpful information in the form of blog posts, updates news and videos. Throughout the year, they sponsor several community events as well.
Inemer & Wolf LLP – Inemer & Wolf LLP is a firm based in New York City that provides tax planning and consulting services for international clients.
Services are offered to both employers and employees doing business overseas.
This company handles everything from basic income tax preparation to foreign bank account reporting.
If you are on the fence about using this company, Inemer & Wolf LLP offers a free online consultation to potential clients.
Horizon Expat Tax, LLC – Horizon Expat Tax, LLC handles tax returns and reporting for U.S. taxpayers in countries all over the world.
This firm has more than 10 years of experience with international taxes. Horizon Expat Tax, LLC handles foreign earned income, foreign bank accounts, foreign investments and foreign property.
Services are offered in packages with flat-rate prices ranging from $100 to $1,800, depending on your specific needs. Horizon Expat Tax, LLC can help with both federal and state taxes.
American Expatriate Tax Consultants – American Expatriate Tax Consultants states that their services are affordable, easy, accurate and secure.
If you choose this tax firm to represent you, you will be matched with a personal CPA or IRS enrolled agent who will guide you through the process of preparing and filing your taxes.
Payment is not due until the tax return is complete.
American Expatriate Tax Consultants is a full-service tax preparation agency that handles both state and federal taxes for individuals, as well as small business taxes, foreign bank account reporting and much more.
Overseas Tax Associates – Overseas Tax Associates prides itself in providing timely, high-quality tax services to U.S. taxpayers who are living overseas.
This firm offers tax preparation, as well as tax planning. Overseas Tax Associates also offers tax debt resolution services for expats who have unpaid U.S. taxes.
Overseas Tax Associates was founded in 1997 and has assisted more than 1,000 expats with their U.S. tax needs. The firm has extensive experience with IRS expatriate tax compliance programs as well.
Expat CPA Tax Services – Expat CPA Tax Services is licensed accounting office with its base in the state of North Carolina.
The staff at this firm is composed of professionals who are IRS enrolled agents, certified public accountants, hold graduate degrees in accounting and/or are certified in financial forensics.
Expat CPA Tax Services also employs chartered global management accountants. Services are available for employed individuals, retired individuals and overseas businesses with U.S. tax obligations.
1040 Abroad – 1040 Abroad was founded in 2012 by Olivier Wagner, who is a CPA and IRS enrolled agent now living as a U.S. expat.
This firm aims to help every client remain 100 percent compliant with all IRS laws while minimizing their U.S. tax liability and maximizing their wealth.
1040 Abroad dedicates itself to providing trustworthy, excellent services with a focus on the customer. This firm advertises its services to people who are already compliant with U.S. tax law, as well as to those who have a long history of non-compliance that needs to be resolved.
Protax Consulting Services Inc. – Protax Consulting Services advertises its comprehensive tax planning and preparation services to U.S. expats and foreign nationals. This firm specializes in working with individuals who have high net worth. Both consulting and tax preparation services are available to individuals, businesses and employers.
Although Protax Consulting Services is headquartered in Manhattan, it offers its services worldwide. This firm also offers a wealth of resources online to answer clients’ questions or help with tax planning. Protax Consulting Services was founded in 2001 and has earned notoriety through publications, quotes and speaking engagements.
Perkins & Co – Perkins & Co works specifically with employers who want to send employees abroad. This tax firm offers preparation of U.S. and foreign tax returns, payroll and compensation consulting, compliance consulting, tax cost projections and much more.
Perkins & Co promises to work directly with both employers and their employees in overseas locations to ensure 100 percent compliance for all parties.
The firm will also coordinate its services with relocation companies to ensure smooth transitions with no unexpected surprises.
Perkins & Co has been in business for 32 years, and one-third of employees at this firm have been working with the company for more than a decade.
Mendonca & Partners – Mendonca & Partners is a tax firm based in New York that offers expat tax preparation services.
This firm offers a variety of services, including federal tax return preparation, state tax preparation, foreign bank account reporting and compliance.
Services are available to both individuals who live abroad and small businesses operating abroad. Mendonca & Partners offers consulting services to taxpayers who are confused about their tax liabilities and responsibilities to the United States. The goal of this firm’s services is to eliminate the confusion from expat tax filing and ensure that every client is compliance with the law without paying more than his or her fair share.
Expat US Tax – Expat US Tax tailors all of its services specifically to U.S. taxpayers living abroad. The accountants employed by this firm specializes in serving clients from specific regions, such as the Middle East, Canada or Australia.
This firm also provides services to expats who are out of compliance with filing or tax payment requirements. The team at Expat US Tax has more than 100 years of combined experience with U.S. tax law and tax preparation. Offices are available in three different countries, and the firm offers online services as well.
Your perfect fit is out there with the best online expat tax professional firms, but make sure you are armed with the most updated information so you can make an educated decision. As you search for the perfect expat tax firm, remember to:
- Work with a licensed professional – an Enrolled Agent (EA), CPA or Tax Attorney.
- Be sure that your sensitive data is protected and that document uploading is secure.
- Always take into account the overall responsiveness of the tax professional.
- Enquire about the ability (or likelihood) to be able to work with the same tax professional year after year.
- See if follow-up support is included in the event of an IRS or state audit.
Searching For Expat Tax Firms
Learn everything that you need to know when it comes to preparing U.S. expat taxes. Download our free Expat Tax Guide here!
Our goal at Tax Samaritan is to provide the best counsel, advocacy and personal service for our clients. We are not only tax preparation and representation experts, but we strive to become valued business partners who can assist you with lessening your overall tax impact.
Tax Samaritan is committed to understanding our client’s unique needs; every tax situation is different and therefore requires a personal approach in providing the best realistic and effective solutions that apply to your individual circumstances.
If you have any questions or would like to discuss our list of the best expat tax professional firms further, please feel free to contact us directly by phone or email anytime.