Tax Samaritan
Tax Samaritan is a privately held U.S. expat tax advisory firm serving American citizens and green card holders abroad with tax return preparation, FBAR/FATCA compliance, streamlined catch-up filing, foreign business reporting, IRS audit representation, and proactive tax planning across 190+ countries.
- Company typePrivate
- Founded2013
- HeadquartersNorth Las Vegas, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Tax Samaritan does
Tax Samaritan, Inc. is a privately held, founder-owned U.S. expat tax advisory firm incorporated in Nevada in 2013, with a service history dating to 1997. The firm specializes exclusively in U.S. tax compliance and advisory for American citizens and green card holders living abroad, addressing citizenship-based taxation through services including federal expat return preparation, FBAR (FinCEN Form 114) and FATCA (Form 8938) compliance, streamlined catch-up filing for delinquent filers, foreign business entity reporting, IRS audit representation and tax debt resolution, and proactive holistic tax planning and retirement/wealth advisory. Operations are run from a single headquarters in North Las Vegas, Nevada, with service delivery extending across 190+ countries.
The firm's technology layer centers on a secure encrypted client portal built on SAS 70 / SSAE 16 compliant infrastructure, supplemented by cloud-based document management, CRM and workflow tools, and digital tax preparation and questionnaire systems. Security and privacy posture is reinforced by GDPR Data Controller status, CCPA/CalOPPA and COPPA compliance, EU-US Privacy Shield adoption, and a stated WCAG 2.1 Level AA accessibility target. The company does not maintain a mobile app, public API, or disclosed SDK, and operates without resellers or third-party distribution channels.
Tax Samaritan generates revenue on a fee-for-service professional services model across three primary streams: tax preparation, tax planning and advisory, and IRS resolution services. Pricing is quote-based and not publicly disclosed; clients initiate engagement via the website contact form or phone and receive personalized pricing. The go-to-market is sales-led and consultative, relying on dedicated year-round advisor relationships rather than transactional one-time engagements. Customer acquisition is driven primarily by an in-house content engine — country-specific tax guides, blog articles, webinars, weekly newsletter, and YouTube/LinkedIn/Twitter/Facebook channels — supplemented by earned media features in tax-industry publications. Founder & CEO Randall Brody, an IRS Enrolled Agent, contributes thought leadership, and the firm is co-owned by Connie Brody. No institutional investors, parent company, or public listing are present.
Tax Samaritan firmographics
Firmographics- Name
- Tax Samaritan
- Legal name
- TAX SAMARITAN, INC.
- Website
- https://taxsamaritan.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tax Samaritan is a privately held U.S. expat tax advisory firm serving American citizens and green card holders abroad with tax return preparation, FBAR/FATCA compliance, streamlined catch-up filing, foreign business reporting, IRS audit representation, and proactive tax planning across 190+ countries.
- Ownership category
- akta.pro rank
Tax Samaritan industry classification
Industry- Product category
- Tax Advisory Services
- NAICS
- Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Other Accounting Services (541219)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industries
- Tax Services (Withholding, Reclaims, FATCA/CRS) (FSAAAOAM), Tax Return Filing, Processing & Assessment (BPAIADAC), Taxpayer Services, Education & Outreach (BPAIADAM)
Keywords
Where Tax Samaritan is headquartered
LocationHeadquarters
- HQ city
- North Las Vegas
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Tax Samaritan business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations, Infrastructure
Revenue model
- Tax Preparation Services: Fee-for-service model for U.S. expat tax return preparation, including FBAR, FATCA compliance, streamlined catch-up filing, and IRS audit representation
- Tax Planning & Advisory: Proactive tax planning and strategy services, wealth and investment advisory guidance, retirement planning for long-term financial optimization
- IRS Resolution Services: Tax resolution services including audit support, tax debt resolution, installment agreements, and offer in compromise representation
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Custom Quote-Based Pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels9 records
Tax Samaritan product offering
Product offeringCore offering
Tax Samaritan is a specialized U.S. expat tax advisory firm that prepares U.S. federal tax returns for American citizens and green card holders living abroad, and supports them with FBAR and FATCA compliance, streamlined catch-up filing for delinquent years, foreign business reporting, IRS audit representation and tax resolution, and proactive tax planning and strategy. Services are delivered through a dedicated assigned tax professional using a secure encrypted client portal, with coverage across more than 190 countries.
Product overview
Tax Samaritan is a specialized U.S. expat tax advisory firm offering a unified suite of services for Americans abroad. The core offering consists of expat tax return preparation, supported by specialized services including FBAR & FATCA compliance, streamlined catch-up filing for delinquent filers, foreign business reporting, IRS audit and tax resolution, and proactive tax planning and strategy. An optional Audit Protection Plan add-on provides ongoing IRS representation. The firm delivers services through a secure encrypted client portal and supports clients in over 190 countries across the Americas, Caribbean, Europe, Asia-Pacific, and Middle East, supplemented by educational resources including country-specific tax guides, webinars, and blog content.
Differentiator
Problem solved
Functional benefit
Products and services
- Expat Tax Solutions Comprehensive U.S. tax return preparation services tailored for Americans living abroad, covering federal income tax compliance and optimization of foreign earned income exclusion and foreign tax credit.
- Streamlined Catch-Up Filing IRS Streamlined Filing Compliance Procedures assistance for expats who have missed prior-year U.S. tax filings, enabling them to catch up with reduced or no penalties.
- FBAR & FATCA Compliance Reporting services for foreign financial account filings (FinCEN Form 114) and FATCA (Form 8938) compliance for expats with foreign accounts exceeding reporting thresholds.
- Foreign Business Reporting Compliance and reporting services for U.S. expats operating foreign businesses, including foreign corporation, partnership, and entity reporting requirements.
- IRS Audit & Tax Resolution IRS audit support and tax debt resolution services including audit representation, installment agreements, offer in compromise, and tax lien management.
- Expat Tax Planning & Strategy Proactive, holistic tax planning and strategy services for expats focused on forward planning, wealth optimization, and long-term financial advisory beyond mere compliance.
- Audit Protection Plan Ongoing audit defense service providing IRS audit representation, Power of Attorney filing, custom audit strategy development, and negotiation on behalf of the client.
Quantifiable outcome
- Served more than 10,000 clients across 190+ countries
- +1 more outcomes
Companies that use Tax Samaritan
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles3 records
Tax Samaritan technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Tax Samaritan partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
Tax Samaritan competitors and assessment
Company assessmentBroad incumbents
- H&R Block Expat Tax Services: H&R Block's dedicated expat tax service is a direct competitor in U.S. expat tax preparation, offering similar FBAR/FATCA support and audit representation, but operates as a specialty arm within a much larger national tax preparation company with broader retail and digital reach.
- Intuit TurboTax Live (Expat): Intuit's TurboTax Live includes expat support via credentialed tax experts, leveraging massive brand recognition, lower pricing, and software-driven workflows. As a broad incumbent it competes on convenience and price rather than boutique specialization.
Direct peers
- Greenback Expat Tax Services: Greenback is a direct peer focused exclusively on U.S. expat tax preparation, FBAR/FATCA compliance, and IRS representation, serving a similar customer base of American expatriates with comparable fee-based service model.
- Bright!Tax Expat Taxation: Bright!Tax is a direct peer specializing in U.S. expat taxation with similar service offerings (expat tax prep, FBAR, streamlined filing, tax planning), competing head-to-head in the same customer segment with comparable boutique positioning.
- Taxes for Expats (TFX): TFX is a direct peer offering U.S. expat tax preparation, FBAR/FATCA compliance, and IRS representation services to American citizens living abroad, with very similar positioning and target customer to Tax Samaritan.
- 1040 Abroad: 1040 Abroad is a direct peer providing U.S. expat tax preparation and advisory services for Americans overseas, with comparable service breadth including tax planning, catch-up filing, and FBAR compliance.
- State Tax Advisory (US Expat Tax): US Expat Tax is a direct peer offering personalized U.S. expat tax preparation, FBAR/FATCA filings, and tax resolution services with comparable boutique positioning and similar fee-for-service revenue model.
Emerging players
- MyExpatTaxes: MyExpatTaxes is an emerging digital-first expat tax platform that offers DIY software-based U.S. expat tax filing at lower price points, representing a potential disruption vector against traditional boutique advisory firms like Tax Samaritan.
- ExpatFile: ExpatFile is an emerging expat-focused online tax preparation platform for U.S. citizens abroad, offering streamlined DIY filings with optional expert support. It competes for the same expat segment with a more technology-driven, lower-cost model.
Regional players
- Expat Tax Professionals: Expat Tax Professionals is a comparable boutique advisory firm offering U.S. expat tax preparation and IRS representation, with similar service positioning but typically serving a more regionally concentrated expat population.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Tax Samaritan social profiles
Digital presenceTax Samaritan compliance and trust
Trust signalCompliance7 records
Tax Samaritan financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tax Samaritan leadership team
Management profileNumber of profiles
Profiles2 records
Tax Samaritan funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tax Samaritan M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tax Samaritan
What does Tax Samaritan do?
Tax Samaritan is a specialized U.S. expat tax advisory firm that prepares U.S. federal tax returns for American citizens and green card holders living abroad, and supports them with FBAR and FATCA compliance, streamlined catch-up filing for delinquent years, foreign business reporting, IRS audit representation and tax resolution, and proactive tax planning and strategy. Services are delivered through a dedicated assigned tax professional using a secure encrypted client portal, with coverage across more than 190 countries.
Is Tax Samaritan a public or private company?
Tax Samaritan is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tax Samaritan founded?
Tax Samaritan was founded in 2013. It employs 1 to 10 people.
Where is Tax Samaritan based?
Tax Samaritan is headquartered in North Las Vegas, United States, in the North America region.
How does Tax Samaritan make money?
Three revenue lines are on record. Tax Preparation Services are the primary driver. The others are tax Planning & Advisory and IRS Resolution Services.
Who are Tax Samaritan's main competitors?
Broad incumbents on record are H&R Block Expat Tax Services and Intuit TurboTax Live (Expat). Direct peers are Greenback Expat Tax Services, Bright!Tax Expat Taxation, Taxes for Expats (TFX), 1040 Abroad and State Tax Advisory (US Expat Tax). Emerging players are MyExpatTaxes and ExpatFile. Expat Tax Professionals is listed as a regional player.
Does Tax Samaritan have an API?
No public API is recorded for Tax Samaritan.
What industry is Tax Samaritan in?
Tax Samaritan's product category is Tax Advisory Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of FSAAAOAM, Tax Services (Withholding, Reclaims, FATCA/CRS). Its NAICS code is 541213.