In addition to tax compliance, we also offer comprehensive proactive planning services to help provide forward-looking, proactive advice to clients. We provide you with access to a Proactive Planning Team. Their focus is beyond tax compliance. They’ll focus on understanding and prioritizing your planning needs, helping address your biggest problems and achieve your most important goals.
Proactive Planning Team
Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.
Randall Brody
Client Relationship Lead
Randall Brody
Client Relationship Lead
Tax expert Randall Brody is the founder of Tax Samaritan and Peace Of Mind Help, companies specializing in expatriate tax solutions and tax resolution. With his Enrolled Agent (EA) designation from the Internal Revenue Service, Randall helps clients solve complex tax problems and alleviate their stress and fear.
Brody has been published in the EA Journal, the industry magazine for the National Association of Enrolled Agents. For over 30 years, he has guided over 9,500 taxpayers and eliminated more than $800 million in tax debt.
He lives in North Las Vegas, Nev. with his wife, Connie, and their giant dogs Gracie, a Labradoodle; Scoobie, a Great Dane; and Zummie, a St. Berdoodle. The Brody's have five children and six grandchildren.
Stuart Kruse
Wealth Management
Stuart Kruse
Wealth Management
J. Stuart Kruse, CFA, has a Masters in Management (MBA) from Kellogg Graduate School of Management with concentrations in Finance, Decision Sciences (Game Theory), Marketing and Entrepreneurship & Innovation. After helping to bring a Real Estate Investment Trust (REIT) public on the American Stock Exchange in 1997, he worked at Lehman Brothers as an investment advisor and then at Bear Stearns as Portfolio Manager advising on over $1B in asset. It was at Bear Stearns where Mr. Kruse created several quantitative portfolios that evaluate stocks’ fundamental characteristics that have traditionally led toward market outperformance. Since inception (May, 2005), QVP (Quantitative Value Portfolio), KAM’s flag-ship portfolio, is approximately doubling the returns of the S&P 500 (net of fees) without assuming additional risk.
Mr. Kruse founded Kruse Asset Management (“KAM”) in 2007, based on statistical principles of KAM’s successful QVP, where he manages money for High Net Worth and Family Offices. Additionally he is an advisor for YCharts, a financial, web-based company that is backed by Morningstar. Mr. Kruse has served as an adjunct professor and Concordia University’s school of business and Lake Forest Graduate School of management where he taught classes in Entrepreneurship, Ethical Leadership and the Decisions Sciences. He has also testified as an expert economist for a variety of legal cases.
Mr. Kruse also holds a B.S. in Chemical Engineering from Northwestern University and has served charities such as The Posse Foundation (Chicago Board Member), the Karam Foundation (International tutor/mentor) and Renaissance Knights. He and his wife, Shermin Kruse, a partner at the law firm of Barack Ferrazzano, have four children.
Ian Welham
Proactive Facilitator
Ian Welham
Proactive Facilitator
Ian Welham began his career qualifying in the UK as a Chartered Accountant with Ernst & Young. He then left public practice and became CFO of a Barcelona-based publicly traded company. Subsequently, Ian held CEO and COO positions in Hong Kong, The Netherlands, Belgium, and the US.
In 2016 he co-founded HaydenRock Solutions working hands-on with CPA firms to help them become 21st-century accountants.
Following the merger of Elite Resource Team and HaydenRock in 2020, Ian now focuses on building relationships with Elite members and providing them coaching services to help them Maximize Business Potential and become the Most Relevant Advisor to their clients.
He resides in New Jersey with his wife, Linda. They have twin daughters. He is a devoted Manchester United “football” fan and an avid golfer.
In particular Ian’s areas of expertise within the Member Support Team are Virtual Proactive Coach and Virtual Proactive Facilitator.
Rhoda Congreso
Proactive Coordinator
Rhoda Congreso
Proactive Coordinator
Rhoda received her Bachelor of Science in Electronics and Communications Engineering. After practicing as an engineer for two years, her passion for traveling and seeing the world directed her career path into the airline industry where she worked as a Cabin Services Director for nearly nine years at one of the top-rated airlines in the world.
Being passionate about customer service, she’s currently working as the Sales and Marketing Coach for Tax Samaritan. It gives her the opportunity to learn and explore many things related to all fields such as sales, operations, and marketing and taking care of our #1 – our customers.
After working hours, she enjoys her new role as “mom” to a lovely daughter and spending time with her family.
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services
Ready to Lead Exceptional Client Experiences?
About Us:
Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.
Position Summary
The Client Workflow Excellence Manager will lead the client service experience at Tax Samaritan. This role ensures clients receive unparalleled communication, seamless service delivery, and exceptional care aligned with our commitment to proactive and personalized tax solutions for U.S. expats.
What You’ll Do:
Lead the client experience journey, ensuring seamless service delivery.
Collaborate with teams to optimize workflows and exceed client expectations.
Combines Lean Six Sigma expertise with a focus on achieving client excellence.
Coach and mentor staff to uphold service excellence.
Foster and maintain strong client relationships through regular, proactive communication.
Serve as a central contact for client concerns and feedback, ensuring world-class client satisfaction.
Monitor and uphold service standards to exceed client expectations.
Why Join Us?
A fully remote, flexible work environment. Freedom to work from anywhere, whenever you want.
Opportunities for professional growth and leadership development. A culture that values your input and celebrates your successes.
Qualifications, Skills, and Core Competencies
Bachelor’s degree in Business Administration, Management, or related field preferred.
Lean Six Sigma Black Belt certification is preferred.
Background and experience in tax or accounting is preferred.
Proven experience in client service management, operations, or similar roles.
Intermediate to advanced proficiency in Microsoft Office Suite, CRM systems, and project management tools.
Exceptional communication and interpersonal skills.
Strong problem-solving and conflict-resolution abilities.
Leadership skills with a knack for inspiring and guiding teams toward common goals.
Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.
Position Summary
The Client Transformation Success Manager plays a key role in delivering exceptional client experiences by building strong relationships and offering value-driven tax advisory and financial planning. This role ensures clients receive proactive, strategic guidance to achieve long-term financial success.
What You’ll Do:
Serve as the central point of contact for clients, building trust and fostering meaningful, long-term relationships.
Deliver personalized, proactive service by developing comprehensive tax and financial plans that integrate wealth management, estate planning, and risk mitigation strategies.
Collaborate with the Client Excellence Manager on After Action Reports (AARs) to drive continuous improvement in client experiences and service delivery.
Articulate Tax Samaritan’s transformative value proposition to prospective and current clients, guiding them on a journey to achieve measurable financial success and peace of mind.
Continuously “plus” the client experience, delivering surprising and delightful touches that exceed expectations.
Why Join Us?
A fully remote, flexible work environment. Freedom to work from anywhere, whenever you want.
Opportunities for professional growth and leadership development. A culture that values your input and celebrates your successes.
Qualifications, Skills, and Core Competencies
U.S. CPA or Enrolled Agent (EA) required.
Proven expertise in tax advisory, accounting services, or financial planning, with an emphasis on proactive strategies and wealth management.
Demonstrated ability to build authentic client relationships, emphasizing care and understanding.
A commitment to simplifying processes, enhancing transparency, and creating value-driven, indispensable experiences.
Exceptional written and verbal communication skills, with the ability to clearly explain complex tax and financial concepts.
A track record of delivering exceptional client value through innovative, tailored solutions.
Embody Tax Samaritan’s core values by delivering high-quality service with integrity, proactivity, and compassion.
