US Tax Help
US Tax Help is a sole-proprietorship CPA practice in Redmond, Oregon, founded in 1994 by Ted Kleinman, providing international tax preparation, FBAR/FATCA compliance, streamlined disclosure, and audit representation for US expatriates and non-resident aliens across 30+ countries.
- Company typePrivate
- Founded1994
- HeadquartersRedmond, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What US Tax Help does
US Tax Help is a sole-proprietorship CPA practice founded in 1994 by Theodore (Ted) Kleinman in Redmond, Oregon, specializing in international tax compliance for US citizens and residents living abroad. The firm's service portfolio centers on three core offerings — Tax Preparation (Forms 1040, 1040NR, 1116, and 8938), Tax Planning, and Audit Representation — supplemented by specialized compliance work in FBAR Preparation and Filing, FATCA Compliance (Form 8938), and IRS Streamlined Disclosure Procedures for non-compliant taxpayers. Additional services include Expatriation Tax Planning, FIRPTA withholding compliance for foreign nationals investing in US real estate, and Tax Disclosure & Compliance programs. All client engagements are handled personally by Ted Kleinman, a CPA with 30+ years of diversified public accounting experience and first-hand experience living abroad in Saudi Arabia, Korea, and Japan.
The underlying technology stack is modest and security-focused rather than proprietary: document exchange is handled via the Smart Vault secure client portal (AES-256 encryption, SSAE 16 compliant data centers, PCI/DSS and FINRA compliant) with SafeSend/Dropbox as an alternative secure file transfer channel, and submissions use IRS e-filing systems. There is no custom platform, no API surface, and no mobile application — the practice operates as a remote-first professional services firm delivering all work via virtual consultation and secure document exchange with clients in 30+ countries.
US Tax Help generates revenue on a professional-services, pay-as-you-go basis. Tax preparation engagements start at a $1,975 minimum with fees quoted after document review; consulting sessions begin at a $975 advance payment with subsequent hours billed at $500 in 15-minute increments. The firm does not offer free consultations and requires an engagement letter and retainer before commencing work. Go-to-market relies on organic search via an extensive SEO-oriented content library of country-specific tax guides, supplemented by client referrals and long-term repeat relationships — several testimonials document 10+ year client engagements dating back to 2005.
US Tax Help firmographics
Firmographics- Name
- US Tax Help
- Legal name
- Theodore Kleinman, CPA
- Website
- https://ustaxhelp.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Short description
- US Tax Help is a sole-proprietorship CPA practice in Redmond, Oregon, founded in 1994 by Ted Kleinman, providing international tax preparation, FBAR/FATCA compliance, streamlined disclosure, and audit representation for US expatriates and non-resident aliens across 30+ countries.
- Ownership category
- akta.pro rank
US Tax Help industry classification
Industry- Product category
- International Tax Compliance Services
- NAICS
- Tax Preparation Services (541213), Offices of Certified Public Accountants (541211)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industry
- Transfer Pricing & International Tax Services (BPAHABAI)
Keywords
Where US Tax Help is headquartered
LocationHeadquarters
- HQ city
- Redmond
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
US Tax Help business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Tax Preparation Services: Tax preparation services for individuals with complicated tax returns, including US expats, non-resident aliens, and foreign nationals. Fees are quoted after document review based on scope of work. Starting price is $1,975 minimum.
- Tax Consulting Services: Initial consulting sessions at $975 advance payment, with subsequent sessions at $500/hour (assessed in 15-minute increments). Consulting focuses on identifying tax deductions, credits, and compliance strategies for international taxpayers.
- Audit Representation: IRS audit defense and representation services for taxpayers across the globe, including correspondence audits, office audits, and field audits.
- Streamlined Disclosure Services: Assistance with IRS streamlined foreign offshore procedures for Americans who have failed to report foreign accounts, helping clients come into compliance while avoiding penalties.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Tax Preparation - Starting at $1,975 |
| Other | Pay-as-you-go | Tax Consulting - $975 Initial / $500/hour |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
US Tax Help product offering
Product offeringCore offering
US Tax Help is a solo CPA practice that prepares US tax returns and provides international tax compliance and planning services for US citizens, residents, and non-resident aliens living or working abroad. Core offerings include tax preparation (Forms 1040, 1040NR, 1116, 8938), FBAR/FATCA compliance, streamlined disclosure/amnesty filings, audit representation, and expatriate tax planning, all delivered remotely via a secure encrypted client portal.
Product overview
US Tax Help is a CPA firm specializing in international tax compliance and planning for US citizens, residents, and non-resident aliens living or working abroad. The firm's service portfolio centers on three core offerings: Tax Preparation (including Forms 1040, 1040NR, 1116, 8938), Tax Planning (proactive strategies to minimize tax burden), and Audit Representation. Specialized compliance services include FBAR Preparation and Filing, FATCA Compliance, and Streamlined Foreign Account Reporting for expats who have missed reporting requirements. Additional services include Tax Amnesty Filings for the IRS streamlined procedure, Tax Disclosure & Compliance programs, Transactional Tax Issues for US real estate investors, Expatriation Tax Planning for those renouncing citizenship, and Entity Formations & Compliance through a third-party partner. The firm also provides Country-Specific Tax Resources including guides for over 30 countries.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Preparation Comprehensive US tax return preparation for citizens, residents, and expats, including Forms 1040, 1040NR, 1116, and 8938 and other international tax forms. For US persons with foreign income, foreign accounts, and complex cross-border situations.
- Tax Planning Proactive year-round tax planning to reduce tax liability, maximize deductions and credits, and ensure compliance with IRS requirements. Includes Foreign Earned Income Exclusion optimization, foreign tax credit planning, and expatriation tax planning.
- Audit Representation IRS audit defense and representation across correspondence audits, office audits, and field audits. Includes dispute resolution, audit response management, and appeals support for US expats and international taxpayers worldwide.
- FBAR Preparation and Filing Preparation and electronic filing of Report of Foreign Bank and Financial Accounts (FBAR / FinCEN Form 114) for US taxpayers with foreign accounts exceeding $10,000 in aggregate at any point during the year.
- FATCA Compliance (Form 8938) Compliance services for Foreign Account Tax Compliance Act (FATCA) reporting requirements, including preparation and filing of Form 8938 (Statement of Specified Foreign Financial Assets) for US persons meeting the foreign asset thresholds.
- Streamlined Foreign Account Reporting Assistance with IRS Streamlined Filing Compliance Procedures for US expats who have failed to report foreign accounts. Includes preparation of delinquent returns, Form 14653 certification, and penalty mitigation for eligible non-willful taxpayers.
- Streamlined Tax Amnesty Filings Assistance with Streamlined Filing Compliance Procedures to resolve non-compliance with US tax obligations while avoiding penalties for eligible expats. Focused on bringing non-compliant US persons abroad into full compliance.
- Tax Disclosure & Compliance
- Transactional Tax Issues (FIRPTA)
- Expatriation Tax Planning
Quantifiable outcome
- Clients can exclude up to $126,500 of foreign earned income from US taxation in 2024 through FEIE
- +2 more outcomes
Companies that use US Tax Help
Customer profileNamed customers18 records
Segments6 records
Ideal customer profiles4 records
US Tax Help technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature3 records
US Tax Help partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- Smart VaultcoreSmart Vault provides the secure client portal solution for US Tax Help, enabling encrypted document exchange and electronic communications with clients. The portal is SSAE 16 compliant with AES-256 encryption, PCI DSS and FINRA compliant. Smart Vault has been providing secure document services since 2008.
- CorpNetminorReferral partner for entity formations and compliance services. Listed on US Tax Help services page alongside their core tax services.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
US Tax Help competitors and assessment
Company assessmentDirect peers
- Bright!Tax Expat Tax Services: US expat tax preparation firm specializing in FBAR, FATCA, and international tax compliance for Americans abroad. Closely comparable customer base and services, with a more distributed team model and online onboarding than US Tax Help's solo practice.
- Taxes for Expats (TFX): Long-established expat tax firm offering US tax preparation, FBAR/FATCA filing, and streamlined disclosure services for Americans overseas. Directly comparable offerings with a multi-CPA team model, contrasting with US Tax Help's solo structure.
- Greenback Expat Tax Services: One of the largest US expat-focused tax preparation firms, serving US citizens abroad with FBAR, FATCA, and streamlined filings. Directly comparable service mix and target customer (US expats), but operates at materially greater scale with a team of CPAs and a software-enabled workflow.
- 1040Abroad: Specialized expat tax preparation service for US citizens living abroad, including FBAR and streamlined disclosure work. Comparable niche focus and customer profile, with a more online/self-service-oriented delivery model.
Others
- CorpNet: Business entity formation and compliance service that US Tax Help actively refers clients to for incorporation needs. Adjacent rather than competing — illustrates the partnership ecosystem rather than a direct peer in expat tax preparation.
Regional players
- TFX International: UK-headquartered firm providing US tax preparation and FBAR filing services for American expats primarily in the UK and Europe. Comparable service line for shared customers in overlapping geographies.
- Expatfile: UK-based expat tax preparation service for Americans living in the UK and broader Europe. Overlapping services (US expat tax, FBAR) and shared target customer, but primarily serves a UK-centric book of business.
Emerging players
- MyExpatTaxes (TFX): Tech-forward expat tax platform combining software-driven preparation with CPA review, targeting US citizens abroad. Comparable end-customer and core service offerings, with a fundamentally different (software-first) operating model that pressures traditional boutique firms like US Tax Help.
Broad incumbents
- KPMG Expat Services (US practice): Big Four professional services firm with a dedicated US expat tax practice serving corporate-assigned and high-net-worth individuals abroad. Comparable core competency in international tax compliance, but embedded within a global advisory platform serving enterprise clients.
- H&R Block Expat Tax Services: The expat-focused arm of H&R Block, providing US tax preparation for Americans abroad. Comparable end-customer and service scope, but embedded within a national retail tax brand with vastly greater scale and offline footprint.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
US Tax Help social profiles
Digital presenceUS Tax Help financial estimates
Financial estimateRevenue estimate
Valuation estimate
US Tax Help leadership team
Management profileNumber of profiles
Profiles1 record
US Tax Help funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
US Tax Help 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 US Tax Help
What does US Tax Help do?
US Tax Help is a solo CPA practice that prepares US tax returns and provides international tax compliance and planning services for US citizens, residents, and non-resident aliens living or working abroad. Core offerings include tax preparation (Forms 1040, 1040NR, 1116, 8938), FBAR/FATCA compliance, streamlined disclosure/amnesty filings, audit representation, and expatriate tax planning, all delivered remotely via a secure encrypted client portal.
Is US Tax Help a public or private company?
US Tax Help is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was US Tax Help founded?
US Tax Help was founded in 1994.
Where is US Tax Help based?
US Tax Help is headquartered in Redmond, United States, in the North America region.
How does US Tax Help make money?
Four revenue lines are on record. Tax Preparation Services are the primary driver. The others are tax Consulting Services, audit Representation and streamlined Disclosure Services.
Who are US Tax Help's main competitors?
Direct peers on record are Bright!Tax Expat Tax Services, Taxes for Expats (TFX), Greenback Expat Tax Services and 1040Abroad. CorpNet is listed as an others. Regional players are TFX International and Expatfile. MyExpatTaxes (TFX) is listed as an emerging player. Broad incumbents are KPMG Expat Services (US practice) and H&R Block Expat Tax Services.
Does US Tax Help have an API?
No public API is recorded for US Tax Help.
What industry is US Tax Help in?
US Tax Help's product category is International Tax Compliance Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of BPAHABAI, Transfer Pricing & International Tax Services. Its NAICS code is 541213.