Expat Tax Professionals
Expat Tax Professionals is a U.S.-licensed tax preparation and consulting firm serving American citizens and green card holders abroad, as well as non-citizens with U.S. tax obligations, through Form 1040, FBAR, amnesty program, and advisory services delivered via a secure online portal.
- Company typePrivate
- Founded2010
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Expat Tax Professionals does
Expat Tax Professionals LLC is a U.S.-licensed tax preparation and consulting firm focused exclusively on Americans abroad and inbound foreign nationals with U.S. tax obligations. Founded in 2010 as a subsidiary of Goldtree Tax Services LLC, the firm delivers full-service Form 1040 preparation, FBAR and FATCA reporting, state returns, IRS amnesty program support (Streamlined Procedures, OVDP), and advisory engagements covering expatriation, foreign business structures, treaty positions, and tax dispute advocacy. It is headquartered in New York with a regional office in London, and serves clients across 190+ countries.
The firm's underlying technology is a secure online client portal featuring a smart-logic tax questionnaire with branching logic, prior-year rollover, document upload, progress tracking, and encrypted return delivery (256-bit SSL in transit, 256-bit AES at rest). A companion self-directed product, Expat EZ, addresses simple-filer segments with flat-rate pricing and approximately 24-hour turnaround. All professional work is performed in-house by U.S. CPAs, EAs, and tax attorneys — several with Big 4 backgrounds — with a CPA manager reviewing and signing every return.
The business model is professional services with transparent, quote-based pricing and no publicly disclosed fee schedule. Revenue streams include annual full-service tax preparation, 30-minute CPA/tax attorney consultations on a pay-as-you-go basis, the Expat EZ flat-rate self-directed tier, and a $50 referral discount program that doubles as a customer acquisition channel. The firm pairs inside-sales CPA consultations with a content-first marketing approach, capturing top-of-funnel demand through SEO-optimized educational resources on FBAR, FATCA, expatriation, and country-specific expat guides, and converting that demand through a dedicated CPA-manager relationship model.
Expat Tax Professionals firmographics
Firmographics- Name
- Expat Tax Professionals
- Legal name
- Expat Tax Professionals LLC
- Website
- https://expattaxprofessionals.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Expat Tax Professionals is a U.S.-licensed tax preparation and consulting firm serving American citizens and green card holders abroad, as well as non-citizens with U.S. tax obligations, through Form 1040, FBAR, amnesty program, and advisory services delivered via a secure online portal.
- Ownership category
- akta.pro rank
Expat Tax Professionals industry classification
Industry- Product category
- Expat Tax Preparation Services
- NAICS
- Tax Preparation Services (541213), Offices of Certified Public Accountants (541211)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industry
- Tax Return Filing, Processing & Assessment (BPAIADAC)
Keywords
Where Expat Tax Professionals is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Expat Tax Professionals business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Tax Return Preparation Services: Fees charged for preparation and filing of U.S. federal income tax returns (Form 1040), FBAR filings, state tax returns, and related information returns for U.S. expats. Pricing is transparent and communicated in advance. A separate flat-rate self-directed service called Expat EZ is offered for simple-filer clients.
- Tax Consulting Services: Fees for advisory services including U.S. persons with foreign business, foreign persons with U.S. business, expatriation counseling, tax dispute advocacy, U.S. tax residency and treaty positions, and IRS amnesty program assistance. Offered by in-house CPAs and U.S. tax attorneys.
- Referral Program Discounts: Clients who refer friends or family receive a $50 discount off their return. The referral program serves as a customer acquisition and retention mechanism, effectively reducing the revenue per referred client while generating new enrollments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Expat Tax Professionals (Full-Service) |
| One time/ perpetual license | Pay-as-you-go | Expat EZ (Self-Directed Simple Filing) |
| Subscription | Pay-as-you-go | Tax Consulting / Advisory |
| Other | Annual | Referral Discount |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels8 records
Expat Tax Professionals product offering
Product offeringCore offering
Expat Tax Professionals prepares U.S. federal and state income tax returns, FBAR and foreign account disclosures, and IRS amnesty filings for U.S. citizens, green card holders, and non-citizens living abroad. The firm also provides tax consulting, expatriation counseling, and tax dispute advocacy, delivered by in-house CPAs, Enrolled Agents, and tax attorneys through a secure online client portal.
Product overview
Expat Tax Professionals operates as a dual-offering platform: its flagship brand provides comprehensive U.S. expat tax preparation and consulting services through licensed CPAs, EAs, and tax attorneys via a secure online client portal; while Expat EZ offers a self-directed alternative for simple filers at a flat rate with rapid turnaround. The main platform encompasses Form 1040 preparation, FBAR filings, IRS amnesty program assistance (Streamlined Procedures, OVDP, DFSP), state tax returns, expatriation counseling, and tax dispute advocacy. All services leverage an online questionnaire system with smart logic, document upload, and chat support, with pricing that is transparent and competitive.
Differentiator
Problem solved
Functional benefit
Brands
- Expat EZ: Self-directed online tax platform for Americans living abroad with straightforward tax situations. Offers flat-rate pricing with about 24-hour turnaround for qualifying simple returns.
Products and services
- Expat EZ
Quantifiable outcome
- IRS Streamlined Procedures participants who comply fully can avoid all penalties and receive a clean record going forward
- +2 more outcomes
Companies that use Expat Tax Professionals
Customer profileSegments6 records
Ideal customer profiles3 records
Expat Tax Professionals technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Expat Tax Professionals partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Goldtree Tax Services LLCcoreGoldtree Tax Services LLC is the parent company that owns and operates Expat Tax Professionals LLC. All services are offered under the Expat Tax Professionals brand, which is a subsidiary of Goldtree Tax Services LLC. The ownership structure is disclosed in the company's Privacy Policy and Terms of Use.
Scale indicators2 records
Recent moves6 records
Expansion highlights6 records
Expat Tax Professionals competitors and assessment
Company assessmentDirect peers
- 1040Abroad: Direct expat tax preparation peer serving U.S. citizens abroad with Form 1040, FBAR, state returns and consulting services — overlapping service catalog, target customer and digital delivery model.
- Taxes for Expats (TFX): Specialist in U.S. tax preparation for American expats, offering 1040, FBAR, FATCA and consulting services with an online portal — directly comparable offering and customer base.
- Bright!Tax: U.S. expat tax preparation firm using a digital platform combined with CPA-reviewed returns, serving individuals and small businesses abroad — same niche and delivery model.
- Greenback Expat Tax Services: Expat-focused U.S. tax preparation and FBAR services for Americans overseas, with a digital intake flow and CPA-led reviews — directly comparable service line.
- MyExpatTaxes: Digital-first U.S. expat tax filing platform focused on streamlined, software-driven simple returns for Americans abroad — overlaps with Expat EZ more than the full-service offering.
Broad incumbents
- H&R Block: Large national tax preparation chain with a dedicated expat tax services offering — overlaps in target customer and core service (1040, FBAR) but operates at far greater scale and with a much broader portfolio.
- TurboTax (Intuit): Mass-market consumer tax software with international/expat options and Live CPA add-on — competes at the simple-filer end where Expat EZ also plays, with vastly greater distribution and brand.
- KPMG US: Big 4 firm with a dedicated U.S. international personal tax practice serving high-net-worth expats — competes in the consulting/advisory and complex filing segment with materially more resources.
- EY (Ernst & Young): Big 4 firm with global mobility and personal tax services for expatriate assignees and individuals — overlaps in expat advisory and compliance with deeper institutional resources.
- BDO USA: Mid-tier professional services firm with an expat/personal tax practice serving U.S. individuals abroad — overlaps in target customer and complex international filings at a broader scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Expat Tax Professionals social profiles
Digital presenceExpat Tax Professionals financial estimates
Financial estimateRevenue estimate
Valuation estimate
Expat Tax Professionals leadership team
Management profileNumber of profiles
Profiles4 records
Expat Tax Professionals funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Expat Tax Professionals 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 Expat Tax Professionals
What does Expat Tax Professionals do?
Expat Tax Professionals prepares U.S. federal and state income tax returns, FBAR and foreign account disclosures, and IRS amnesty filings for U.S. citizens, green card holders, and non-citizens living abroad. The firm also provides tax consulting, expatriation counseling, and tax dispute advocacy, delivered by in-house CPAs, Enrolled Agents, and tax attorneys through a secure online client portal.
Is Expat Tax Professionals a public or private company?
Expat Tax Professionals is a private company. It is classified as management employee owned and is currently operating.
When was Expat Tax Professionals founded?
Expat Tax Professionals was founded in 2010. It employs 1 to 10 people.
Where is Expat Tax Professionals based?
Expat Tax Professionals is headquartered in New York, United States, in the North America region.
How does Expat Tax Professionals make money?
Three revenue lines are on record. Tax Return Preparation Services are the primary driver. The others are tax Consulting Services and referral Program Discounts.
Who are Expat Tax Professionals's main competitors?
Direct peers on record are 1040Abroad, Taxes for Expats (TFX), Bright!Tax, Greenback Expat Tax Services and MyExpatTaxes. Broad incumbents are H&R Block, TurboTax (Intuit), KPMG US, EY (Ernst & Young) and BDO USA.
Does Expat Tax Professionals have an API?
No public API is recorded for Expat Tax Professionals.
What industry is Expat Tax Professionals in?
Expat Tax Professionals's product category is Expat Tax Preparation Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of BPAIADAC, Tax Return Filing, Processing & Assessment. Its NAICS code is 541213.