Secure Your 
Financial Future

The Power of Proactive Planning guide shows you how to move beyond traditional planning and adopt a forward-thinking strategy that protects your assets, anticipates tax changes, and supports business growth. Discover the proven framework professionals use to reduce risk, uncover opportunities, and stay in control of their financial future.


What You’ll Learn

  • Why traditional tax preparation falls short in today’s complex world
  • How a holistic approach to wealth management can transform your financial life
  • The life-changing benefits of having a dedicated proactive planning team
  • What a Virtual Family Office is and how it can work for you
  • The 4-role planning team structure behind high-net-worth strategies
  • … and much more

Accreditations and Reviews

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Tax Samaritan’s Proven Results

About the Owner

Randall Brody Tax Samaritan founder and CEO

Randall Brody
Tax Samaritan Founder

Randall has worn many hats in the business world, including serial entrepreneur, a former banker, and NTPI Fellow, as well as IRS Enrolled Agent and current CEO of Tax Samaritan.

Randall is far from new to the tax preparation game. Throughout his lengthy career as an Enrolled Agent and tax preparation professional, he has operated three successful brick-and-mortar tax offices and prepared thousands of returns. He eventually moved to a completely online business model. The result of that gutsy move was Tax Samaritan – an innovative tax preparation business that provides the advice and solutions to empower both the overseas taxpayer and taxpayers in the U.S.