Lighthouse Tax and Consulting

What Lighthouse Tax and Consulting does

Lighthouse Tax & Consulting, LLC is a privately held boutique professional services firm headquartered in Monroe, Connecticut, founded in 2002 by Eileen Santos, CPA. The firm specializes in cross-border taxation and expatriate program management, serving three distinct customer groups: internationally mobile individuals and expatriates requiring US tax compliance (including FBAR, foreign earned income exclusion, and tax equalization), small to midsize organizations with internationally mobile employees needing program administration, and Fortune 500 and other large global firms seeking vendor selection and advisory services. The firm explicitly positions itself as a more accessible alternative to Big Four accounting firms for firms with small to midsize populations (up to 25) of international assignees.

The firm's product portfolio spans four core service lines: (1) US individual and small business tax preparation including Schedule C, 1065, and 1120-S returns filed across all 50 states; (2) international individual tax services covering forms 2555, 1116, and 8938, foreign tax credits, and treaty relief; (3) corporate international program management for HR and payroll teams; and (4) a proprietary 5-part vendor selection methodology for organizations evaluating international relocation and tax advisory providers. Technology is deliberately lightweight: a ShareFile-based secure client portal with 24/7 access, IRS e-filing integration, and cloud document management. Service delivery is virtual-first, conducted via phone, internet, and email, with local country tax expertise sourced through an affiliate network spanning 13 countries (Australia, Brazil, Canada, China, France, Germany, Italy, Japan, Mexico, Netherlands, Singapore, United Kingdom) plus referral arrangements elsewhere.

Revenue is generated primarily through per-return fixed fees ($850-$1,000 for average individual returns, $1,000+ for complex returns, $1,200+ for separate business returns), hourly consulting at $250/hour for pre-arranged projects, and proposal-based fees for corporate program management and vendor selection engagements billed under multi-year contracts. Initial consultations are free. The firm operates a sales-led GTM motion built on referrals, existing client relationships, free initial consultations, and a content-oriented website. There is no evidence of external funding, M&A activity, institutional ownership, or plans to scale beyond the current boutique operating model.

Name

Lighthouse Tax and Consulting

Legal name

Lighthouse Tax & Consulting, LLC

Website

https://lighthousetax.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Lighthouse Tax & Consulting is a privately held boutique tax and consulting firm specializing in cross-border taxation and expatriate program management for internationally mobile individuals, small to midsize organizations, and Fortune 500 firms, delivered virtually from Monroe, CT with a 13-country affiliate network.

Ownership category

akta.pro rank

Product category

Tax & Consulting Services

NAICS

Offices of Certified Public Accountants (541211), Tax Preparation Services (541213)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Payroll & Employment Tax Services (BPAHABAD), Tax, Payroll & Compensation Advisory for Relocation (HSAKAJAG)

Keywords

• International tax services
• Expatriate tax compliance
• Cross-border taxation
• Global mobility program management
• Vendor selection consulting

Headquarters

HQ city

Monroe

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Others

Revenue model

1. Individual Tax Preparation: Tax preparation services for individuals including domestic and international filers. Fees are all-inclusive covering return preparation, state filings, follow-up questions, ongoing tax questions throughout the year, review of routine tax authority correspondence, e-filing, and portal access.
2. Small Business Tax Preparation: Tax return preparation for small businesses including Schedule C, Forms 1065 (partnerships), and 1120-S (S-corporations).
3. International Program Management: Corporate program management services for organizations with internationally mobile employees. Fees depend on organizational needs and are quoted via proposal upon request.
4. Vendor Selection Services: Consulting services for organizations selecting international relocation providers and tax advisory firms. Includes full review, needs assessment, pricing review, RFP writing and management, and transition support. Fees based on proposal.
5. Tax Consulting: Hourly consulting fees for pre-arranged, agreed-upon projects such as business setup advice, investment decisions, property transactions, and specialized tax matters.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Lighthouse Tax & Consulting delivers personalized tax preparation and consulting services for internationally mobile individuals and US-based corporations. The firm prepares US individual and small business tax returns (including cross-border forms 2555, 1116, 8938, and FBAR), manages international assignment programs for corporate HR and payroll teams, and runs a proprietary vendor selection process for organizations choosing global relocation and tax advisory providers. Services are delivered virtually through a secure client portal to a global client base.

Product overview

Lighthouse Tax & Consulting offers a suite of tax and consulting services organized into four distinct service offerings: (1) Individual & Small Business Tax Services (US) providing domestic tax preparation, e-filing, and consultation; (2) International Tax Services (Individuals) handling cross-border tax compliance including FBAR and foreign tax credits; (3) International Program Management (Corporate) for corporate mobility and assignment administration; and (4) International Vendor Selection Services (Corporate) for vendor evaluation and RFP management. All services are delivered through a secure client portal with 24/7 access to tax files, and the firm positions itself as an alternative to Big Four accounting firms for small-to-midsize clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual & Small Business Tax Services (US) Comprehensive US tax preparation and consulting services for individuals and small business owners, including Schedule C, Form 1065 (partnerships), and Form 1120-S (S-corporations) returns, state filings in all 50 states, and tax consultation for business setup, investments, property transactions, and self-employment matters. Services include free e-filing through IRS-authorized e-file agent status.
• International Tax Services (Individuals) Tax services for internationally mobile individuals, including preparation of forms 2555 (foreign earned income), 1116 (foreign tax credit), and 8938 (FATCA), foreign earned income and housing exclusions, foreign tax credit application, treaty relief, tax equalization consultations, FBAR reporting, tax advice for moving to/from the US, and assistance obtaining tax ID numbers for non-US spouses and dependents.
• International Program Management (Corporate) Corporate services managing HR and payroll challenges of sending employees globally, including tax compliance administration, employee compliance assistance, total cost of assignment discussions, and coordination with global partner firms for seamless international assignment solutions, specializing in small to midsize populations (up to 25 assignees).
• International Vendor Selection Services (Corporate) Full-service vendor selection for international organizations using a proprietary 5-part scalable review process covering current solutions assessment, client needs analysis, pricing review, RFP writing and management, and transition support, specializing in international relocation providers and tax advisory firms.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• International Tax Affiliates NetworkcoreChannel Partner/ Reseller/ DistributorLighthouse Tax & Consulting maintains affiliate relationships for tax services in 13 countries: Australia, Brazil, Canada, China, France, Germany, Italy, Japan, Mexico, Netherlands, Singapore, and United Kingdom. These affiliates provide local tax expertise and seamless service delivery for clients with international needs. The firm also provides referral services for many other countries.
• Stephan Asher Consulting (UK)coreStrategic or Co-development PartnerUK-based consulting firm specializing in UK tax compliance and advice for employers and assignees. Director Alison Asher previously worked at big four accounting firms for twelve years, specializing in Private Client Tax and International Assignment services. Provides UK-specific expertise for clients with UK operations or assignments.

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Greenback Expat Tax Services: Founded in 2008, Greenback specializes in US expatriate tax preparation and consulting for Americans living abroad. Direct competitor in the cross-border individual expat tax niche targeted by Lighthouse Tax.
• Taxes for Expats (TFX): Boutique US expat tax firm founded by an expat CPA. Direct competitor offering individual expat returns, FBAR filings, and self-employment taxes for US citizens abroad - the same core offering as Lighthouse Tax.
• H&R Block Expat Tax Services: Subsidiary of H&R Block dedicated to US tax preparation for expats and former citizens. Competes directly in the international individual tax return segment at slightly lower price points with broader marketing.

Broad incumbents

• KPMG Global Mobility Services: Big Four practice covering expatriate tax compliance, tax equalization policy, and assignment program administration for large multinational clients. Competes with LTC for the corporate end of the international mobility market.
• BDO Global Mobility Services: Top-10 accounting network with dedicated global mobility practice serving multinational employer clients on expatriate tax and assignment policy - competing for the same Fortune 500 corporate program management LTC targets.
• Andersen Global (formerly WWLF): International tax and legal advisory network founded by former Andersen Worldwide partners, with personal client services and international mobility practices comparable to LTC's Big Four alternative positioning.

Others

• Equus Workforce Solutions (formerly WFN): Provider of employer-of-record and global payroll/mobility services that includes expatriate tax coordination as an integrated offering. Adjacent competitor for corporate mobility program management and vendor selection.
• AIRINC: Industry-recognized provider of expatriate compensation data, assignment cost calculators, and mobility policy consulting. Adjacent to LTC's corporate policy and total-cost-of-assignment advisory work.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/lighthouse-tax-service

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Lighthouse Tax and Consulting