Best Online Expat Tax Professional Firms You Need To Know For 2024
The Need For An Expat Tax Professional – How To Find The Best Expat Tax Professional Firms for 2024
If you live overseas, the chances are that you will need a U.S. ex-pat tax professional at some point. To hire the right person, you will need to research and compare the best expat tax professional firms for 2024. While Tax Samaritan 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 firm for you. In fact, we highly recommend that you make a comparison to see for yourself the excellence of Tax Samaritan.
It is common for taxpayers to ask us, “If we don’t use Tax Samaritan, who would you recommend?” And “How To Choose A Tax Return Preparer“? That’s why we have compiled a list of other online expat tax professional firms.
Tax Samaritan Transparency
Not wanting to shy away from a daunting question. When it comes to interacting with our current and potential clients. At Tax Samaritan, we believe in an honest and transparent philosophy. We are happy to answer these questions. We provide this information because you must 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. Why? We believe 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. A firm that 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 the professional’s quality. And your personal fit.
2024 Expat Tax Professionals List
This list of the 2024 online expat tax professionals is in no particular order. And, I have copied information directly from their website or their marketing materials. I am not affiliated with any of them. I‘m 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 help you determine whether there is a good fit and provide a sense of differentiation amongst the different options.
I always mention this because I hear it so often from many people that call us. Suppose you find that the firm is not very responsive. Or unresponsive when you are just a prospective client. Then, think of how responsive they will be once you are a client… so, please keep that in mind during your research.
Most firms staff with licensed tax professionals, such as Enrolled Agents (EAs) and Certified Public Accountants (CPAs). Likewise, most use some form of secure electronic communication method or portal. These have always been two of the 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
Expat Tax Online
Expat Tax Online is a tax firm offering tax preparation services. ETO uses software combined with human decision-making. Since the software does most of the work, the process is more straightforward, saves time, and keeps fees low.
American International Tax Advisers
AITA assists expats with U.S. tax planning, consulting, and return preparation. It has been around for over 25 years, catering to international tax planning and structure for companies and individuals. They have offices in various countries, including Thailand, Hong Kong, the Philippines, Cambodia, Malaysia, Australia, and Brazil.
Azran Financial
The tax services they offer range from expat tax services to cross-border transactions. They also target organizations that must comply with the Foreign Account Tax Compliance Act (FATCA). Some services they offer include comprehensive tax planning and tax planning considerations resulting from changes in international law due to the Tax Cuts and Jobs Act.
H&R Block Expat Tax Preparation
H&R Block, the tax-preparation giant, began serving Americans abroad with virtual tax preparation in 2013. They quickly became one of the best online expat tax professional firms. Separate from their brick-and-mortar operations, they have a separate unit whose primary focus is on expat tax preparation.
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. Plus, they offer secure uploading for tax documents and other sensitive information.
Greenback Expat Tax Services
Greenback Expat Tax Services began in 2008. They have worked with ex-pats in 212 countries and have served over 8,400 ex-pats in filing their tax returns. They offer straightforward pricing for basic returns and CPAs and EAs who work remotely throughout the world.
Greenback Expat Tax Services also provides a secure data portal where customers can easily upload their tax documents.
Greenback Expat Tax Services also offers a flat fee for all basic IRS ex-pat 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 online expat tax 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 ex-pat tax returns.
Bright!Tax has customers in over 190 different countries, and they have won multiple awards.
Expat Tax Professionals
Unlike most tax firms, Expat Tax Professionals do not outsource their tax preparation services. All work is with in-house staff, primarily CPAs and tax attorneys.
Expat Tax Professionals began in 2012. They specialize in assisting U.S. taxpayers in getting caught up with late filings.
Expat Tax Professionals utilize 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 detailed information on their website regarding filing requirements and late filing options, which can be very helpful.
Taxes For Expats
Taxes For Expats is a women-owned tax firm preparing taxes for U.S. ex-pats for over 25 years.
They have helped U.S citizens living in over 190 countries stay in compliance with the IRS. They also 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 U.S. 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 to either country.
You can expect to use a private data portal to enable the convenience of encrypted document transfers.
They have over 30 years of experience, employing CPAs and EAs to offer assistance to ex-pats, along with approved furthering education for ex-pat tax professionals.
Expat CPA
Expat CPA is a Certified Public Accounting firm based in the United States. They offer specialized assistance to American taxpayers when preparing and filing their tax returns.
Since 1994, Expat CPA has been focusing solely on American ex-pat tax preparation. They completely understand the ins and outs of filing these types of returns; they can provide fair, competitive fees.
Expat CPA provides a secure portal for uploading all supporting tax documents and, five days after receiving your tax. Tax returns delivery is via email to the taxpayer as a PDF with password protection.
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.
Most fees are a flat price, but they can differ due to the preparation and filing’s overall complexity.
Online Taxman
Online Taxman specializes in assisting U.S taxpayers 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. This 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. They can set up financial planning, report foreign assets, bank accounts, and get caught up on back taxes. Online Taxman utilizes a secure encrypted online portal for those with concerns about uploading their private documents online.
US Expat Tax Help
US Expat Tax Help offers its clients dedicated tax assistance 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 living outside of the United States and fall under the requirements to file with the IRS or prepare additional forms for overseas accounts.
Once the documents and other requested information are sent to their secure portal, Expat Tax CPAs prides itself 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
They have over 25 years of experience in providing federal, state, and city filings for ex-pats located all across the world.
This firm works on all of its clients’ filings in-house. They are based in Detroit with global outreach, without outsourcing to other tax professionals.
Their pricing is competitive, 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 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 ex-pats, 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 IRS and local agencies’ regulations and requirements.
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, foreign nationals, and global mobility services.
They consist of CPAs and accountants with over 35 years of experience. They are the winner of the coveted APAC EMMA’s, given for exceptional services in global mobility.
Plus, Artio Partners offers educational seminars for both individuals and businesses and 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 Western New York and worldwide, serving over 10,500 clients.
They are a large firm of over 200 Business Consultants and CPAs. They provide varied assistance with filings for American ex-pats and 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 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 available 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 available 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 assigned 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 and small business taxes, foreign bank account reporting, and much more.
Overseas Tax Associates
Overseas Tax Associates prides itself on providing timely, high-quality tax services to U.S. taxpayers living overseas.
This firm offers tax preparation, as well as tax planning. Overseas Tax Associates also offers tax debt resolution services for ex-pats who have unpaid U.S. taxes.
Overseas Tax Associates began 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 an accounting office with a base in North Carolina.
The staff at this firm comprises professionals who are IRS enrolled agents, CPAs, hold graduate degrees in accounting, and/or have a certification 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, a CPA and IRS enrolled agent 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 and those who have a long history of non-compliance requiring resolution.
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 a high net worth. Both consulting and tax preparation services are available to individuals, businesses, and employers.
Although Protax Consulting Services’ headquarters is 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 began 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 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 ex-pat tax preparation services.
This firm offers various 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 confused about their tax liabilities and responsibilities to the United States. The goal of this firm’s services is to eliminate the confusion from ex-pat tax filing and ensure that every client in 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 specialize in serving clients from specific regions, such as the Middle East, Canada, or Australia.
This firm also provides services to ex-pats who are out of compliance with filing or tax payment requirements. The Expat US Tax team 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
Your perfect fit is out there with the best online expat tax professional firms, but make sure you have the most updated information so you can make the optimal decision. As you search for the perfect ex-pat tax firm, remember to:
- Work with a licensed professional. An Enrolled Agent (EA), CPA, or Tax Attorney.
- Be sure that there is the protection of your sensitive data and that document uploading is secure.
- Always take into account the overall responsiveness of the tax professional.
- Enquire about the ability (or likelihood) to work with the same tax professional year after year.
- See if there is follow-up support available 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. ex-pat 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 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’s commitment is to understand our client’s unique needs, as every tax situation is different. Therefore, it requires a personal approach to 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 online expat tax professional firms further, please feel free to contact us directly by phone or email anytime.
All About Randall Brody
Randall is the Founder of Tax Samaritan, a boutique firm specializing in the preparation of taxes and the resolution of tax problems for Americans living abroad, as well as the other unique tax issues that apply to taxpayers. Here, they help taxpayers save money on their tax returns.