Greenback Expat Tax Services

What Greenback Expat Tax Services does

Greenback Expat Tax Services is a privately held U.S. tax preparation firm specializing in federal and state filings for American citizens and green card holders residing abroad. Founded in 2010 (operating 15+ years) and headquartered in Grandville, Michigan under GBET GROUP, LLC, the company has filed more than 71,000 returns for clients in 190+ countries. Its service catalog centers on Federal Tax Return Preparation ($565), the Streamlined Filing Package ($1,750), State Tax Returns ($185), FBAR ($125) and FATCA/Form 8938 ($120+) reporting, UK Self-Assessment Tax Returns ($910+), Small Business Tax Returns ($750), and consultation sessions ($250-$1,000), with all work performed by U.S. CPAs and IRS Enrolled Agents.

The firm's technology stack is deliberately human-centric and minimal in automation: a secure Tax Companion portal with 256-bit encryption handles document uploads, accountant communication, and payment; an online Tax Pricing Calculator provides personalized fee estimates; and the company relies on conventional digital marketing tools (Google Analytics, Google Ads, Meta). There is no AI/ML automation, no outsourcing, and no public API. GTM motion is direct-to-consumer via the website and a global inside-sales phone line (1-888-362-5032), supplemented by free discovery calls, content marketing (Knowledge Center, country guides, webinars), and an Expat Partners referral ecosystem covering banking, visas, and other expat services.

The customer base consists of individual U.S. expatriates — primary persona being Americans living abroad, with secondary segments including digital nomads, retirees abroad, self-employed expats, foreign business owners, dual citizens, and late/streamlined filers. Pricing is flat-fee, transparent, and collected after draft preparation, with no hourly billing. The company holds no external funding, has 11-50 employees, and is led by CEO Mike Wallace alongside co-founders David McKeegan and Carrie McKeegan. It maintains BBB A+ accreditation, a 4.8/5 Trustpilot rating, GDPR compliance via VeraSafe representatives, and has been featured in Forbes and Politico.

Name

Greenback Expat Tax Services

Legal name

GBET GROUP, LLC

Website

https://greenbacktaxservices.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Grandville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Tax Preparation Services: Primary revenue stream from preparing and filing U.S. federal tax returns, state tax returns, and international tax forms for American expatriates. Fees are charged per return or as flat-rate packages.
2. Tax Consultations: Revenue from consulting sessions with CPAs and IRS Enrolled Agents. Offered at 30-minute, 60-minute, 90-minute, and 2-hour increments at flat rates ranging from $250 to $1,000.
3. Specialized Form Filing: Additional revenue from preparing specialized international tax forms including FBAR, FATCA, Form 5471, Form 8865, and others. Charged at published flat rates per form.
4. UK Tax Services: UK Self-Assessment Tax Return preparation services coordinated with U.S. filings. Offered as standalone service or bundled with U.S. return preparation.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Greenback Expat Tax Services is a digital-first tax preparation firm that prepares and files U.S. federal and state tax returns, FBAR/FATCA forms, Streamlined Filing Packages, UK Self-Assessment returns, and small business tax returns exclusively for American expatriates living abroad. All work is performed in-house by credentialed U.S. CPAs and IRS Enrolled Agents through a secure online client portal with flat-fee pricing.

Product overview

Greenback Expat Tax Services operates as a digital-first U.S. expat tax preparation platform combining a secure client portal with dedicated credentialed professionals (CPAs and IRS Enrolled Agents). The core offering centers on Federal Tax Return Preparation and the Streamlined Filing Package, supplemented by modular add-on services for state taxes, UK tax services, FBAR/FATCA foreign asset reporting, small business returns, late filings, and a la carte additional tax forms. A Tax Pricing Calculator and secure Greenback Tax Companion Portal support the client journey. All services are priced with transparent flat fees, and the platform is designed to be fully digital with no in-person requirements.

Differentiator

Problem solved

Functional benefit

Products and services

• Federal Tax Return Preparation Full preparation and filing of U.S. Form 1040 for American expatriates, including Form 1116 (Foreign Tax Credit), Form 2555 (Foreign Earned Income Exclusion), standard Schedules A-E, up to three Schedule K-1s, and up to 20 bank/brokerage transactions.
• Streamlined Filing Package IRS Streamlined Filing Compliance Procedures package covering 3 years of delinquent Federal Tax Returns and 6 years of FBARs, with assistance with Form 14653 certification for non-willful conduct, designed to bring expats back into tax compliance penalty-free.
• State Tax Return Preparation U.S. state tax return preparation for expats, including residency status review, filing of necessary state returns, and guidance on maintaining or altering state tax residency while living abroad.
• UK Tax Services UK Self-Assessment Tax Return preparation by a UK Chartered Accountant, including SA100, SA102, SA103, SA105, SA106, SA108, and SA109 forms, coordinated with U.S. federal return under a single account.
• Expat Tax Consultation Virtual consultation sessions with a CPA or IRS Enrolled Agent specializing in expat tax, available in 30-minute, 60-minute, 90-minute, and 2-hour increments for personalized tax advice, planning, and situation assessment.
• Foreign Bank Account Reporting (FBAR) Preparation and electronic filing of FinCEN Form 114 (FBAR) for U.S. expats with foreign bank accounts exceeding $10,000 at any point during the tax year, covering up to 5 accounts with additional fees per account blocks.
• FATCA Reporting (Form 8938) Preparation and filing of Form 8938 (Statement of Specified Foreign Financial Assets) for U.S. expats required to report foreign assets exceeding FATCA thresholds, covering up to 5 accounts with additional fees per account blocks.
• Small Business Tax Return Preparation U.S. business tax return preparation for expat business owners, covering Form 1065 (partnerships), Form 1120 (C corporations), Form 1120-S (S corporations), and international forms including Form 5471, Form 8865, and Schedule K-2/K-3.
• Late Tax Return Preparation Single-year late federal tax return preparation for expats who are 1-2 years behind on filings, covering the same forms as standard federal return preparation with all standard expat forms and schedules included.
• Additional Tax Forms and Schedules A la carte preparation of specialized U.S. tax forms for complex expat situations, including Schedule C, Schedule D, Schedule E, Schedule F, Schedule K-1, Form 709, Form 926, Form 3520, Form 3520-A, Form 5471, Form 5472, Form 8621, Form 8833, Form 8854, Form 8858, Form 8865, Form 8992, Form W-7, Form 1040NR, and Dual Status Returns.

Quantifiable outcome

• Over 71,000 successful tax returns filed for clients in 190+ countries
• +4 more outcomes

Segments9 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature3 records

Partnerships

One partnership is on record.

• Expat Partner CompaniesminorGTM or Marketing PartnerGreenback works with approved expat partner companies that provide services including banking and visas. Information about these partners is available through Greenback's Expat Partners page on the website. Partners are vetted companies that serve the expat community.

Scale indicators10 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• H&R Block Expat Tax Services: U.S. tax-preparation incumbent that operates a dedicated expat tax service; directly competes with Greenback for American expat filings but sits inside a much broader retail and digital tax franchise with significantly greater marketing and capital resources.
• TurboTax Live (Intuit): Mass-market U.S. tax-preparation platform owned by Intuit that has progressively added expat-focused features (FEIE, FTC, FBAR) and live expert support; competes with Greenback for the more mainstream end of the expat segment and on price.

Direct peers

• 1040Abroad: Digital-first U.S. expat tax preparation firm focused on Form 1040, FBAR and FATCA filings for Americans overseas; closest like-for-like competitor to Greenback with a similar customer base, online portal model, and flat-fee pricing.
• Bright!Tax: U.S. expat-focused CPA firm preparing federal and state returns, FBAR, and streamlined filings for Americans abroad; comparable service mix, pricing tier, and expat-only positioning to Greenback.
• Taxes for Expats (TFX): Specialist firm offering U.S. expat tax preparation, FBAR, and streamlined filing services; similar niche focus and product set to Greenback, and one of the five services explicitly benchmarked in the 2026 aijourn guide.
• US Expat Tax Professionals (USETP): U.S. expat tax preparation service handling federal/state returns, FBAR, FATCA, and streamlined filings for Americans abroad; overlaps Greenback's offering and customer base with comparable pricing tiers.
• HMCPA: Specialist CPA firm providing U.S. expat tax preparation and international tax services; comparable niche positioning, credentialed staff, and service mix aimed at Americans overseas.

Emerging players

• MyExpatTaxes: Software-assisted U.S. expat tax preparation platform that combines guided DIY workflows with optional expert review; targets the same American expat segment as Greenback but with a lower-cost, more automation-heavy model that pressures premium DIY competitors.

Others

• TFX International / Tax4Expats (related expat tax blogs and service brands): Adjacent expat-tax content and service ecosystem referenced in third-party guides alongside Greenback; useful for comparable product benchmarking rather than direct head-to-head competition.
• VeraSafe (Privacy Representative Partner): EU/UK GDPR representative appointed by Greenback; adjacent service provider illustrating the regulatory infrastructure Greenback relies on to serve EEA/UK expats, not a competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/GreenbackTax
• LinkedInlinkedin.com/company/greenback-expat-tax-services

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Greenback Expat Tax Services