1040 Abroad

What 1040 Abroad does

1040 Abroad is a Canadian-incorporated tax services firm founded in 2012 and headquartered in Vancouver, British Columbia, with additional offices in London, United Kingdom, and New York, USA. The firm specializes exclusively in U.S. tax preparation and compliance for American citizens living abroad, with the company led by CEO Olivier Wagner, an IRS Enrolled Agent and CPA with 14+ years of expat tax experience, supported by U.S. expat tax specialists Kasia Strzelczyk and Jovan Stojanovic on a team of 11-50 employees.

The company's core product suite is built around federal tax return preparation at a flat $500 fee, expanded by premium compliance packages: the Streamlined Compliance Package ($1,800, covering 3 years of delinquent returns plus 6 years of FBARs), the Pre-Renunciation Tax Compliance Package ($2,600), and the Relief for Certain Former Citizens service ($3,300) for Accidental Americans. Add-on services span state returns ($100), FBAR filings ($100), Canadian T1 returns ($500), FATCA/Form 8938 reporting, and a comprehensive menu of specialized IRS international forms (5471, 5472, 3520, 3520-A, 1040-X, 1040NR, 1120, 1120-S, 1065, 709). All service delivery is conducted through a secure encrypted client portal (built on Countingworks Pro) supporting document upload, e-signatures, and direct accountant communication.

1040 Abroad operates a 100% online, sales-led go-to-market leveraging a content-driven SEO strategy — extensive topical blog, free tools (FEIE checker, expat tax e-book, renunciation guide), a free Form 4868 extension filing offer, email newsletter capture, and Calendly-based paid consultations (20-minute at $50, 60-minute at $500). Customer segments include working U.S. expats, those planning renunciation, Accidental Americans, individuals behind on filings seeking IRS amnesty, and U.S. citizens in Canada requiring cross-border coordination. The firm reports having served 10,000+ expats cumulatively and 2,000+ annually, with a 4.9-star Google rating, ~2-week turnaround on standard returns, and is bootstrapped/founder-owned with no external institutional funding disclosed.

Name

1040 Abroad

Legal name

1040 Abroad

Website

https://1040abroad.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

1040 Abroad is a Canada-based tax services firm founded in 2012 that prepares U.S. federal tax returns, FBARs, FATCA filings, and renunciation packages for American citizens living abroad, delivered through an encrypted online client portal.

Ownership category

akta.pro rank

Product category

Expat Tax Preparation Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

International Affairs (9721)

akta.pro primary industry

Transfer Pricing & International Tax Services (BPAHABAI)

akta.pro secondary industry

Tax Services (Withholding, Reclaims, FATCA/CRS) (FSAAAOAM)

Keywords

• US expat tax services
• FBAR filing services
• FATCA compliance
• Tax return preparation
• Streamlined filing compliance

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation and Filing Services: Flat-fee professional services for U.S. expat tax preparation and filing, including federal tax returns, state returns, FBAR, and specialized international forms. Revenue is transaction-based per service package.
2. Tax Consultation Services: Paid consultation sessions (20-minute at $50, 60-minute at $500) with expert tax professionals. 20-minute fee credited toward subsequent tax preparation engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

1040 Abroad is a U.S. expat tax preparation and compliance firm that prepares federal and state tax returns, FBAR and FATCA filings, and specialized IRS forms for American citizens living abroad. The firm delivers 100% online services through an encrypted client portal, with transparent flat-fee pricing and a typical two-week turnaround. Beyond annual filings, the firm handles streamlined compliance catch-up packages, pre-renunciation and expatriation tax filings, and Canadian cross-border tax preparation.

Product overview

1040 Abroad is a U.S. expat tax services firm offering a comprehensive suite of tax preparation and compliance services for Americans abroad. The core offering consists of Federal Tax Return Preparation ($500), the Streamlined Compliance Package ($1,800) for catching up on missed filings through IRS amnesty, and the Pre-Renunciation Tax Compliance Package ($2,600) for those exiting U.S. citizenship. Additional services include FBAR filing ($100), Canadian Tax Return Preparation ($500), FATCA reporting (included with federal returns), free extension filing, and specialized IRS form filings (Form 5471 at $1,000, Form 5472 at $300, Form 3520 at $300, Form 1120/1120-S/1065 at $1,000 each, Form 709 at $300). The firm also provides a secure encrypted client portal for document exchange and communication, supported by qualified CPAs and Enrolled Agents with 20+ years of combined experience serving over 10,000 expats worldwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Federal Tax Return Preparation Comprehensive U.S. federal tax return preparation for Americans abroad including Form 1040, Form 1116 (Foreign Tax Credit), Form 2555 (Foreign Earned Income Exclusion), standard Schedules A-E, K-1s, self-employment income, and FATCA reporting for a flat fee of $500.
• Streamlined Compliance Package IRS amnesty package for U.S. citizens abroad who unintentionally failed to file, including 3 years of delinquent federal tax returns, 6 years of FBARs with unlimited accounts, and Form 14653 non-willful certification for $1,800.
• Pre-Renunciation Tax Compliance Package Tax compliance package for U.S. citizens planning to renounce citizenship, covering 5 years of federal tax returns, 6 years of FBARs, Form 14653 where applicable, and guidance through the renunciation process for $2,600.
• U.S. Expat Tax Consultation (60-Minute) In-depth one-hour consultation with CEO Olivier Wagner covering tax planning, expatriation, business structuring, residency, and cross-border tax matters for $500.
• State Tax Return Preparation U.S. state tax return preparation for expats with state-sourced income, part-year residency, or ongoing state tax obligations for $100.
• FBAR Preparation and Filing FinCEN Form 114 (Foreign Bank Account Report) preparation and filing service for U.S. persons with foreign financial accounts exceeding $10,000 for $100.
• Canadian Tax Return Preparation Canadian T1 General Return preparation for U.S. expats living in Canada, including T1135 and various schedules, with cross-border tax coordination for $500.
• Free Extension Filing Free Form 4868 tax extension filing offered to all U.S. expats with no obligation to engage paid services.
• IRS Form 1040-X (Amended Return) Filing Amended U.S. federal tax return preparation and filing service for correcting errors on previously filed returns for $500.
• IRS Form 1040NR Filing Nonresident alien tax return preparation for non-U.S. citizens with U.S.-sourced income, including F, J, M, and B visa holders for $500.
• Final Tax Return with Form 8854 Expatriation filing service including dual-status Form 1040, Form 1040NR, and Form 8854 certification, with allocation of income/deductions/credits, for $700.
• IRS Form 5471 Filing Foreign corporation reporting for U.S. shareholders of controlled foreign corporations, including GILTI and Subpart F analysis, base fee $1,000 per entity.
• IRS Form 5472 Filing Foreign-owned U.S. LLC reporting including Form 5472 and pro forma Form 1120 for $300.
• IRS Form 3520 Filing Foreign trust and gift reporting for U.S. persons receiving foreign gifts over $100,000 or distributions from foreign trusts for $300.
• Delinquent FBAR Submission Procedures Catch-up filing for up to 6 years of delinquent FBARs for U.S. persons who reported all income correctly but missed FBAR filings for $600.
• Relief For Certain Former Citizens IRS program service for Accidental Americans covering 5 years of tax returns, 7 years of FBARs, final dual-status return, and Form 8854 for $3,300.
• IRS Form 1120 (C-Corporation) Preparation U.S. C-Corporation income tax return preparation including required schedules (C, G, J, K, L, M-1, M-2) for $1,000.
• IRS Form 1120-S (S-Corporation) Preparation U.S. S-Corporation income tax return preparation including Schedule K-1 preparation for each shareholder for $1,000.
• IRS Form 1065 (Partnership) Preparation U.S. Partnership tax return preparation including Schedule K-1 preparation and capital account reconciliation for $1,000.
• IRS Form 709 (Gift Tax Return) Preparation U.S. Gift Tax Return preparation including lifetime exemption calculation and annual exclusion review for $300.

Quantifiable outcome

• Trusted by 10,000+ U.S. expats worldwide with 2,000+ served annually
• +2 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• TurboTax (Intuit): TurboTax's Expat product line offers self-serve U.S. expat returns including FBAR/FATCA, addressing the same U.S. expat customer persona as 1040 Abroad but as part of Intuit's broader consumer tax platform.
• H&R Block Expat Tax Services: H&R Block is a large national tax preparation brand with a dedicated expat tax service line, competing in the same U.S. expat federal, state, and FBAR categories as 1040 Abroad but with a much broader service portfolio.
• TaxAct Expat: TaxAct provides a U.S. expat tax software product covering FEIE, FBAR, and FATCA filings - addressing the same U.S. expat returns as 1040 Abroad but distributed through TaxAct's broader consumer tax software platform.

Direct peers

• Greenback Expat Tax Services: Greenback is a well-known U.S. expat tax CPA firm serving Americans abroad with federal returns, FBAR, and Streamlined compliance packages - the same persona and product set as 1040 Abroad.
• Streamlined Tax: Streamlined Tax is a boutique firm specializing in U.S. expat Streamlined Filing Compliance Procedures - closely overlapping 1040 Abroad's high-value amnesty and late-filing services targeting the same delinquent filer segment.
• Catch Up Tax: Catch Up Tax focuses specifically on U.S. expat delinquent filers and Streamlined Procedures packages - directly overlapping with 1040 Abroad's $1,800 Streamlined Compliance and $600 Delinquent FBAR offerings.
• MyExpatTaxes: MyExpatTaxes provides self-serve expat tax software for FBAR, FEIE, and Streamlined filings, often combined with reviewer support - serving the same U.S. expat customer and overlapping 100% online delivery model.
• U.S. Tax Help: U.S. Tax Help provides U.S. expat tax preparation and compliance services for Americans abroad, including FBAR and FEIE - comparable in scope and customer segment to 1040 Abroad's core tax preparation offering.
• Taxes for Expats (TFX): Taxes for Expats is a long-running U.S. expat tax preparation firm offering FBAR, FATCA, FEIE, and Streamlined Procedures services - directly comparable to 1040 Abroad's core offering and customer base of Americans abroad.
• Bright!Tax: Bright!Tax specializes in U.S. tax preparation for U.S. citizens and green card holders living abroad, offering comparable flat-fee federal, FBAR, and FATCA services - directly comparable on pricing model and customer persona.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/1040abroad
• LinkedInlinkedin.com/company/1040abroad

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 1040 Abroad