TravelTax
TravelTax is a South Carolina-based tax preparation firm founded in 2002 that specializes in US multistate, Canadian-US cross-border, and international returns for traveling healthcare professionals and other mobile workers, delivered through a 22-person team via the TaxDome client portal and an event-led go-to-market anchored by the TravCon conference.
- Company typePrivate
- Founded2002
- HeadquartersTaylors, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What TravelTax does
TravelTax is a specialized US tax preparation firm founded in 2002 by Joe Smith, a former traveling respiratory therapist who transitioned to full-time tax practice after encountering the multistate complexity facing healthcare travelers. The firm is organized as TravelTax LLC, headquartered at 46 St Mark Rd, Taylors, SC 29687, and serves traveling healthcare professionals (nurses, therapists, allied health workers on 13-week contracts), Canadian-US cross-border workers, other mobile/multistate professionals, and healthcare staffing agencies. TravelTax has built its positioning around deep specialization in tax home determination, per diem/stipend compliance, multi-state filing across all 50 states plus territories, and CRA coordination for cross-border filers, with all returns backed by a $1 Million tax audit defense guarantee.
The company's technology foundation is built on the third-party TaxDome client portal, which supports secure onboarding, document uploads, engagement agreements, a customized TravelTax Workbook intake questionnaire, appointment scheduling, and portal chat. Pricing is structured transactionally: $325 for a traveler US Federal return, $80 per state, $50 per local return, $800 for basic Canadian-US cross-border, $300-$475+ for corporate returns, and $60-$100 for FBAR/Form 8938 filings. Consultation services are sold separately ($65-$125 per 30 minutes), and staffing agency compliance work is priced at $150-$300/hour plus flat fees ranging from $1,100 to $4,400.
The firm employs approximately 22 staff across executive, tax consultant, tax assistant, tax home specialist, documents, data entry, and creative/social media functions. Go-to-market combines a sales-led direct consumer model through the TaxDome portal, event-driven presence at TravCon (founded by Joe Smith in 2008), TNAA, NATHO, and SIA conferences, community-led referrals ($50 credit per three successful referrals), and partnerships with Teach Travel Therapy, FlexCare, and other travel healthcare content platforms. TravelTax generates revenue from four streams: individual tax preparation, consultations, corporate returns, and staffing agency compliance services.
TravelTax firmographics
Firmographics- Name
- TravelTax
- Legal name
- TravelTax LLC
- Website
- https://traveltax.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- TravelTax is a South Carolina-based tax preparation firm founded in 2002 that specializes in US multistate, Canadian-US cross-border, and international returns for traveling healthcare professionals and other mobile workers, delivered through a 22-person team via the TaxDome client portal and an event-led go-to-market anchored by the TravCon conference.
- Ownership category
- akta.pro rank
TravelTax industry classification
Industry- Product category
- Specialty Tax Preparation Services
- akta.pro primary industry
- Transfer Pricing & International Tax Services (BPAHABAI)
- akta.pro secondary industry
- Tax, VAT/GST & Invoicing Compliance for Travel Transactions (THALAHAL)
Keywords
Where TravelTax is headquartered
LocationHeadquarters
- HQ city
- Taylors
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TravelTax business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Tax Preparation Services: One-time professional services fees for tax return preparation including US Federal returns ($275-$325), state returns ($80 each), local returns ($50), and international/Canadian returns. Revenue model is transaction-based per return filed.
- Consulting Services: Phone consultation fees including Tax Home Consult ($65), Preparer Consult ($95), Canadian/Cross-Border Consult ($125), and Professional Consult ($95). These are recurring advisory services that support the core tax preparation offering.
- Staffing Agency Compliance Services: Compliance consulting for healthcare staffing agencies including document review, per diem policy assessment, recruiter/staff training. Services priced at $150-$300/hour or flat fees for document review ($1,100) and new compliance document creation ($1,195).
- Corporate Tax Returns: Partnership returns ($430+), S-Corp returns ($430+), C-Corp returns ($475+), and Trust & Estates returns ($300+). Additional per-form fees for K1s and beneficiaries.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Traveler / Mobile Professional Federal Return |
| One time/ perpetual license | Pay-as-you-go | Non-Traveler US Federal Return |
| Unit Pricing | Pay-as-you-go | State and Local Returns |
| One time/ perpetual license | Pay-as-you-go | Cross-Border Canada-US Returns |
| Unit Pricing | Pay-as-you-go | Consultation Services |
| One time/ perpetual license | Pay-as-you-go | Corporate Returns |
| Unit Pricing | Pay-as-you-go | Expedited and Miscellaneous Services |
| Usage-based | Pay-as-you-go | Staffing Agency Compliance Services |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
TravelTax product offering
Product offeringCore offering
TravelTax is a specialized tax preparation firm that prepares US Federal, state, and local tax returns for traveling multistate workers (primarily healthcare professionals), along with Canadian-US cross-border returns and select international returns (including Puerto Rico). The firm also offers tax home consultations, audit defense with a $1 million guarantee, multi-year catch-up filing, corporate returns, and compliance consulting for healthcare staffing agencies. Services are delivered by enrolled agents and tax consultants via the TaxDome client portal and scheduled phone appointments.
Product overview
TravelTax operates as a specialized tax preparation firm offering a unified service model centered on human expertise rather than a software platform. Their portfolio includes US Federal tax returns for traveling professionals (starting at $325), individual state returns ($80 each), and local returns ($50), all handled by enrolled agents and tax consultants. Cross-border services cover Canadian-US filers ($800 for traveler, $750 for non-traveler), while international services include Puerto Rican and expat returns. Add-on services encompass tax home consultations ($65), multi-year catch-up filing, audit defense with $1M guarantee, corporate returns, FBAR filings, and staffing agency compliance training. The company also organizes the annual TravCon conference, the largest US gathering for healthcare travelers. All services are delivered through a combination of phone appointments, email returns for qualified clients, and a client portal, with no AI-powered automation features.
Differentiator
Problem solved
Functional benefit
Products and services
- US Federal Tax Return (Traveler/Mobile Professional) US Federal tax return preparation priced at $325 for traveling professionals, including multistate filing coordination and tax-free stipend compliance. Designed for traveling healthcare professionals and other mobile workers.
- State Tax Returns Individual state tax return preparation for each state worked in, including USVI, priced at $80 per state. Designed for travelers who work temporary assignments across multiple states.
- Local Tax Returns Municipal and local jurisdiction tax return preparation priced at $50 per return.
- Canadian-US Cross-Border Tax Preparation Combined US Federal and Canadian T1 return preparation for travelers working across the border. Includes foreign tax credit documentation for CRA. Basic Traveler Cross-Border priced at $800; Basic Non-Traveler Cross-Border at $750; Quebec TP1 at $80 flat fee.
- International Tax Returns Tax return preparation for international clients, including Puerto Rican returns and expat taxation.
- Tax Home Consultation 30-minute phone consultation reviewing tax home status, eligibility for tax-free stipends, and maintenance requirements. Priced at $65. Designed for travel healthcare professionals.
- Canadian/Cross-Border Consultation
Quantifiable outcome
- $1 Million tax audit defense and ID theft protection guarantee backing every return prepared
- +1 more outcomes
Companies that use TravelTax
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
TravelTax technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
TravelTax partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and secondary.
- TravConcoreTravCon is the largest traveling healthcare conference in the United States, held annually in Las Vegas. TravelTax has participated since 2008 with booth presence (#308 in 2024), presentations by Joe and Donna, and Tax Home Consult sales. TravCon is a key channel for customer acquisition and brand visibility in the travel healthcare community.
- TNAA (Travel Nurse Across America) & TotalMedcoreLeading healthcare staffing provider recognized as Best Overall Travel Nursing Agency for three consecutive years in Gypsy Nurse Annual Agency Survey. TravelTax featured on their partner page as recommended tax service for travelers working with TNAA.
- FlexCare Medical StaffingsecondaryAward-winning travel healthcare staffing agency since 2006. Partnership provides tax education resources and TravelTax recommendations to FlexCare travelers. Cross-promotional content including Q&A on travel healthcare tax questions.
- Teach Travel Therapy (Andrew & Taylor)secondaryTravel therapy education platform founded in March 2024 by husband-and-wife travel PT duo. Quarterly multidisciplinary webinars featuring Joe Smith as tax expert. Partnership provides tax education to aspiring and current travel therapists.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
TravelTax competitors and assessment
Company assessmentDirect peers
- Bright!Tax: Specialized US expat and cross-border tax preparation firm serving Americans with non-standard filing situations. Directly comparable to TravelTax in offering expert individual tax preparation for clients whose complexity exceeds TurboTax/H&R Block, with similar premium pricing for specialty expertise.
- Greenback Tax Services: US expat tax preparation firm focused on Americans abroad with complex international filing requirements. Comparable to TravelTax's cross-border specialty and similar fee structure for individual return preparation by credentialed experts.
- 1040Abroad: Expat tax preparation service (formerly Taxes for Expats) focused on US citizens abroad. Comparable in serving niche tax situations requiring international coordination, similar to TravelTax's Canada-US cross-border specialty.
Broad incumbents
- Jackson Hewitt: National tax preparation chain with retail locations offering in-person and online filing. Competes for general US tax preparation customers but lacks TravelTax's specialty focus on travel healthcare and cross-border tax situations.
- H&R Block: Largest US tax preparation retailer with DIY software and in-person services across all 50 states. Their H&R Block Expat division overlaps with TravelTax's cross-border practice, but H&R Block lacks TravelTax's deep travel healthcare specialization and tax home expertise.
- Intuit TurboTax: Dominant DIY tax software platform used by tens of millions of US filers. Competes with TravelTax on price for simple returns; TravelTax's value proposition is the human expert handling multistate travel healthcare complexity that TurboTax's automated flows struggle to capture.
- Liberty Tax: National tax preparation franchise with retail offices serving individual filers across the US. Overlaps with TravelTax for general tax prep customers but lacks the travel healthcare specialization and tax home expertise.
Emerging players
- MyExpatTaxes: Digital-first cross-border tax platform for US expats, offering software-based preparation. Comparable to TravelTax's cross-border work but competes on technology and lower price rather than human-expert specialty.
- TaxSlayer: Lower-cost DIY tax software platform with a growing professional tier. Adjacent competitor for price-sensitive multistate filers who might otherwise use a specialty firm like TravelTax; represents the pricing-pressure threat from below.
- Cash App Taxes (Block): Free AI-driven tax filing service from Block. Disrupts the entry-level tax preparation market and could pressure TravelTax's pricing on simpler returns as AI capabilities expand into multistate filings over time.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
TravelTax social profiles
Digital presenceTravelTax financial estimates
Financial estimateRevenue estimate
Valuation estimate
TravelTax leadership team
Management profileNumber of profiles
Profiles3 records
TravelTax funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TravelTax 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 TravelTax
What does TravelTax do?
TravelTax is a specialized tax preparation firm that prepares US Federal, state, and local tax returns for traveling multistate workers (primarily healthcare professionals), along with Canadian-US cross-border returns and select international returns (including Puerto Rico). The firm also offers tax home consultations, audit defense with a $1 million guarantee, multi-year catch-up filing, corporate returns, and compliance consulting for healthcare staffing agencies. Services are delivered by enrolled agents and tax consultants via the TaxDome client portal and scheduled phone appointments.
Is TravelTax a public or private company?
TravelTax is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TravelTax founded?
TravelTax was founded in 2002. It employs 11 to 50 people.
Where is TravelTax based?
TravelTax is headquartered in Taylors, United States, in the North America region.
How does TravelTax make money?
Four revenue lines are on record. Tax Preparation Services are the primary driver. The others are consulting Services, staffing Agency Compliance Services and corporate Tax Returns.
Who are TravelTax's main competitors?
Direct peers on record are Bright!Tax, Greenback Tax Services and 1040Abroad. Broad incumbents are Jackson Hewitt, H&R Block, Intuit TurboTax and Liberty Tax. Emerging players are MyExpatTaxes, TaxSlayer and Cash App Taxes (Block).
Does TravelTax have an API?
No public API is recorded for TravelTax.
What industry is TravelTax in?
TravelTax's product category is Specialty Tax Preparation Services. Its primary akta.pro industry code is BPAHABAI, Transfer Pricing & International Tax Services, with a secondary code of THALAHAL, Tax, VAT/GST & Invoicing Compliance for Travel Transactions.