Client Testimonials

Real results from real clients who chose coordinated, proactive guidance.

Tax Samaritan has grown primarily through word-of-mouth referrals from high-net-worth Americans living abroad, successful business owners, and globally mobile professionals who value coordinated, proactive guidance across their global financial lives.

Our ideal clients typically include individuals with $250,000+ in annual income or $1 million+ in net worth (excluding their primary residence), as well as business owners generating $1 million or more in revenue. They consistently share that working with a single integrated team spanning tax, wealth management, legal services, risk mitigation, and business advisory delivers significantly greater clarity, reduced mental burden, and long-term confidence compared to managing multiple disconnected professionals.

We are grateful for the trust our clients place in us and for the opportunity to help them move from stressful, fragmented compliance obligations to integrated strategies that support their lifestyle, business growth, family, and legacy goals.

Why Clients Choose Tax Samaritan

  • One dedicated team that coordinates tax, wealth, legal, risk, and business advisory
  • Proactive planning that looks beyond this year’s filing
  • Clear communication and a single point of contact across complex international situations
  • Measurable outcomes: reduced stress, optimized tax positions, and greater long-term financial clarity

What Our Clients Say

Here’s what our clients have shared about working with Tax Samaritan. We’ve grouped their experiences by the type of support they received so you can quickly find stories most relevant to your situation.

Client experiences vary. Outcomes described reflect individual circumstances and are not a guarantee of similar results.

Streamlined Foreign/Domestic Offshore Procedures

These clients came to us years behind on filing. Most were resolved through the IRS Streamlined Filing Compliance Procedures.

  • “Randall and his team cut through 3 years of taxes with confusing elements for changing status, living and moving abroad, multiple states, property losses, dependent education and many more variables that had me frozen in my tracks. Then when the IRS processed them out of order, he and his team professionally addressed the problems and a huge weight was lifted.”
    — Mark B., February 2022
    Source: LinkedIn Recommendation
  • “I was unaware of a legacy tax obligation to submit tax returns for the US, having been resident abroad in the UK since 1988. Randall and his team managed to resolve my tax affairs and put me into a legitimate tax position without my needing to pay a penny to the IRS. His style makes it easy to work with him — efficient, professional, and reassuring.”
    — Caren M., October 2018
    Source: LinkedIn Recommendation
  • “I needed to amend several previous years’ filings and made the unhappy discovery of two PFIC accounts in my portfolio, at which point my US tax advisor threw in the towel. Fortunately I found Randall, and he sorted everything out calmly — my US tax affairs and FBAR filings are now much less of a burden.”
    — Tony J., May 2017
    Source: LinkedIn Recommendation
  • “Having been out of the US for more than 20 years, and many years behind in filing, I researched and selected Randall Brody at Tax Samaritan. Some CPAs would not touch my case. Through Randall, I brought my tax payments up to date.”
    — Michael G., 2017
    Source: Google Review

Ongoing Expat Tax Preparation & Compliance

Long-term clients who rely on us each year for annual expat tax preparation and FBAR and FATCA reporting.

  • “I have worked with Randall Brody and his team for the past six years, beginning in 2019 while living and working in Beijing. Whether I was overseas or back in the US, Randall has remained a steady, reliable presence, and through regular webinars and newsletters he keeps us up to date on evolving tax laws and expat deductions.”
    — Kenya S., June 2025
    Source: LinkedIn Recommendation
  • “Randall and his team at Tax Samaritan have handled more than 10 years of returns for my wife, an American citizen living in the UK married to an English citizen. They’ve guided us through tricky situations where I could have easily made a big tax error because of my limited understanding of the American tax system.”
    — John C., August 2023
    Source: BBB Review
  • “I am a US/UK citizen resident in the UK, and Tax Samaritan has prepared my US tax return for several years. It’s complicated, and there have been some double-taxation challenges which Tax Samaritan eventually overcame — I’m happy to recommend them to others in my situation.”
    — Tony D., November 2025
    Source: BBB Review
  • “Tax Samaritan offers excellent service to people like me who live outside the United States. The advice, kindness, professionalism, and reliability are excellent. I’ve been with them for over 10 years, and their service and support have always been excellent.”
    — Maria R., March 2024
    Source: BBB Review

Tax Resolution & Back-Tax Support

Audits, penalties, and state disputes handled through IRS audit and tax resolution representation.

  • “I got the dreaded letter from the IRS for an audit for which I owed almost $5,000. In a panic I searched for a reputable tax accountant and luckily found Randall. He was thorough, competitively priced, and extremely flexible — in the end he got my bill down to only $600.”
    — Jerrod S., September 2015
    Source: LinkedIn Recommendation
  • “We engaged Tax Samaritan to address a substantial IRS penalty that our company was facing. Thanks to their diligent efforts and skilled advocacy, the penalty was ultimately waived in full—a result that had a significant positive impact on our company’s financial position.”
    — Tony J., October 2025
    Source: LinkedIn Recommendation
  • “Randall has prepared my taxes for several years now and has always been quick and thorough. He managed to resolve a dispute I had with New York State on my taxes there that I had given up hope on.”
    — Ken A., 2017
    Source: Google Review
  • “My experience with Tax Samaritan was a very positive one. They were able to take a complex 10-year accumulation of issues and work with me over a 1-year period to resolve all of them completely, never losing focus on me as their customer.”
    — Dan W., 2017
    Source: Google Review

Proactive Planning & Virtual Family Office Clients

Clients who moved beyond filing into proactive expat tax planning and coordinated support from our Virtual Family Office team.

  • “I’ve been a customer for 3 years and I highly recommend Tax Samaritan. They are a full-service tax and wealth management team, and their low fees make them an incredible value.”
    — Joseph F., 2017
    Source: Google Review
  • “The best part this year was our end of the tax year conference with our tax preparer—she was wonderful and raised issues with our return that immediately helped us plan for the following year.”
    — Matthew D. Brown, May 2022
    Source: LinkedIn Recommendation
  • “Randall was a complete godsend in helping my family navigate the complexities of taxation during an overseas work assignment. He also helped make arrangements for IRS debt and can help with wealth management — I won’t work with anyone else when it comes to our finances.”
    — Leo R., July 2018
    Source: LinkedIn Recommendation
  • “Dealing with the maze of expat taxes, especially with uncommon situations like business and investments, takes the confusion to a whole new level. My main goal was to work with a company that specialized in expat taxes, so I was willing to pay a premium for their experience. I’ve been using them every year since, and I’m satisfied.”
    — Alexander F., January 2024
    Source: Trustpilot Review

Business Owners & High-Net-Worth Clients Seeking Coordinated Advice

Owners with foreign entities requiring Form 5471 and foreign business reporting.

  • “We have a fairly complicated return every year — expat income, four investment accounts, a small business — and Tax Samaritan was by far the cheapest option when I priced expat taxes. Last year they managed to find about $3,000 in deferred savings from extra taxes we’d previously paid to a foreign government.”
    — Rose N., April 2019
    Source: Yelp Review
  • “Randall and his team were of great help in handling our companies’ and personal tax returns. They have a well-organized workflow useful for completing our tax work on time, and followed up with clear answers and recommendations when it came to tax planning.”
    — Andres T., CFA, October 2018
    Source: LinkedIn Recommendation
  • “I have been Randall’s client for filing US Form 5471 for two years. It is a very complicated form and the guidance is extremely vague. Randall was one of four tax consultants I contacted, and by far the most professional, prompt, thorough, and eager to inform and keep a good client relationship, at a very reasonable price for very high quality work.”
    — Michaela H., August 2015
    Source: LinkedIn Recommendation
  • “As a US expat and foreign business owner, the tax filing requirements for me are complicated. I realized I needed a new CPA who fully understands the needs of expats like me, and Randall Brody turned out to be the perfect choice — always patient and taking the time to explain concepts in detail.”
    — Evan L., September 2013
    Source: LinkedIn Recommendation

See More Reviews on Leading Platforms

Our clients also share their experiences on independent review platforms. We invite you to read their full stories and consider leaving your own feedback after working with us.

Google

Read our client reviews on Google and see why expats trust us.

Better Business Bureau

View our BBB profile and read customer reviews and ratings.

LinkedIn

See recommendations from our clients and professional network.

Clutch.co

Explore verified client reviews on our Clutch profile.

Trustpilot

Read authentic reviews from clients around the world.

Yelp

Check out what our clients are saying about us on Yelp.

Share Your Experience

We’re always grateful when clients take a moment to share their experience. Your feedback helps other Americans abroad and globally mobile professionals find the coordinated support they need.

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