Get a Free, No-Obligation Tax Quote: Step 2

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Name*

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Email*

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone*

Current country of residence*

Industry*

Income Bracket*

Age Bracket*

Tax Services Needed (Check All That Apply):*

Tax problems with the IRS/State

Tax preparation

* Please check “Tax Preparation” if you need current tax year or prior year returns prepared and filed.

Referral Promo Code

Please select all that apply to your situation*

Please tell us more about your tax problem:*

According to the IRS/State I owe:

$0 – $10,000

$10,001 – $50,000

$50,001 – $100,000

$100,001+

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Please upload any tax communications received from the IRS/State:

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Max. file size: 64 MB.

Last tax year filed:*

State tax return in last tax year filed:

Did you have earned income (wages or self-employment income) while living/working in a foreign country?*

This will help us determine whether the Form 2555 to claim the foreign earned income exclusion will be needed for your return.

Select “No” if you worked directly for the U.S. government (U.S. government employees are not eligible to claim the foreign earned income exclusion for their government wages).

Select “Yes” if you worked for an employer or were self-employed and earned income performing the work while physically overseas.

Did you pay income taxes to the foreign country?*

This will help us determine whether the Form 1116 to claim the foreign tax credit may be applicable for your tax return.

Income (Including wages or distributions) from a company (not a sole proprietorship) that I own directly or indirectly?*

Type of legal entity:

Would you like us to prepare the tax return for this entity as well?*

Did you pay mortgage interest on a home you own?*

This will help us determine whether the Schedule A to claim itemized deductions, such as mortgage interest, may be needed for your return. This form is only used if the total of your itemized deductions is greater than the standard deduction based on your filing status.

As part of your engagement, we will work to identify all of your eligible itemized deductions.

Did you have any gambling winnings?*

This will help us determine whether the Schedule A to claim any gambling losses may be needed for your return.

Did you receive any interest or dividend income?*

This will help us determine whether the Schedule B to report interest and dividend income may be required for your tax return.

Self-employment income (i.e. as a consultant, independent contractor)?*

This will help us determine whether the Schedule C to report your self-employment income will be needed for your tax return.

If you are self-employed or own a business, what is your annual revenue?*

This helps us understand the scope of your business and determine if you may benefit from advanced tax planning strategies or additional reporting requirements.

Did you have any investment income/loss (i.e. from stock sales)?*

This will help us determine whether the Schedule D to report capital gains or losses will be needed for your tax return..

Did you have income/loss from real estate rentals or royalties?*

This will help us determine whether the Schedule E to report your passive income such rental income and losses, etc. will be needed for your tax return.

What is your gross income (from all sources including income from spouse)?*

This will help determine whether Form 1116 to reduce your US taxes resulting from your earned income in excess of the foreign earned income exclusion using taxes paid to a foreign country will be beneficial for your tax return.

Did the combined maximum balance of each of your foreign financial accounts , whether you are an owner on the account or have signing authority, directly or indirectly through one or many layers of other legal entities (such as ownership interest in a corporation), exceed $10,000 at any point in the years you are filing?*

This will help determine whether FinCen Form 114 (formerly known as TD F 90-22.1) and Form 8938 to report your foreign financial accounts and specified foreign financial assets will be required.

Do you have ownership interest of 10% or more in a foreign legal entity such as a foreign corporation, LLC, etc?*

This will help determine whether Form 5471 to report your interest/ownership in a foreign corporation will be required.

In any of the tax years to be filed, were you involved in any transactions with a foreign trust (creating one, transfers, distributions) or a participant in a foreign pension plan?*

This will help determine whether Form 3520/A to report your transactions with a foreign trust may be required.

Is the total value of your assets $1 million or more (including real estate, investments, retirement accounts, excluding the value of your principal residence, etc.)?*

This helps us determine if any additional tax planning strategies or reporting requirements may apply based on your asset level.

Do you prefer a tax professional who is forward-looking and proactive, or one who is more reactive and focused on past filings?*

Yes, I am looking for proactive.

No, I prefer reactive approach.

Why are you looking for a new tax professional this year?

How did you hear about us? (If you referred by a friend or family member, please enter their name below):*

Are there any areas that you are aware of that should be discussed in your tax return but we did not address here (i.e. other income or deductions)?

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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.

Get a Free, No-Obligation Tax Quote: Step 2

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Ready to Lead Exceptional Client Experiences?

About Us:

Position Summary

What You’ll Do:

Why Join Us?

Qualifications, Skills, and Core Competencies

Ready to Deliver Transformational Client Success?

About Us:

Position Summary

What You’ll Do:

Why Join Us?

Qualifications, Skills, and Core Competencies