Trusted Partner — Premium U.S. Expat TaxesPremium U.S. expat tax preparation with a dedicated CPA
Taxes For Expats is the higher-touch alternative for complex expat returns: dedicated CPA, white-glove document handling, audit defense, and specialized handling of trusts, LLCs, partnerships, and high-asset situations.
Visit Taxes For Expats →For expats with a more complex tax picture — owning a foreign LLC, multi-country residency in the same year, foreign trust beneficiaries, U.S.-source rental income, partnership interests, or a high six-figure investment portfolio — Taxes For Expats is the premium tier. You get a named CPA assigned to your file, a structured intake interview, and a real-time secure portal for documents. Pricing is higher than the volume firms, but the depth and accuracy on complicated returns justifies it.
Dedicated CPA
Same accountant year over year. Builds context on your situation rather than starting from scratch annually.
Audit defense
Includes representation if the IRS or state has questions. Most volume firms don’t include this.
Complex structures
Foreign LLCs, trusts, partnerships, K-1s, PFICs, GILTI, Form 5471, 5472, 8865 — all handled.
TFX vs Universal Tax Pros — which to pick
For a straightforward expat return — W-2 / 1099 / pension income, FEIE or FTC, FBAR, no foreign business — Universal Tax Professionals is the more cost-effective choice. For anything involving a foreign company, trust, partnership interest, K-1s, or a higher-asset portfolio, Taxes For Expats’s dedicated-CPA model is the safer bet. Both firms are reputable; the difference is service depth and price.
- Dedicated CPA assigned to your file year-over-year
- White-glove document portal with secure messaging
- Audit defense included on most plans
- Complex expat returns — foreign LLCs, trusts, K-1s, PFICs
- State + federal + FBAR + FATCA in one engagement
Editorial recommendation. Settleguru may earn a referral fee. Taxes For Expats is an independent firm; their tax advice is their own. We are not a CPA firm and do not provide tax advice — see your tax professional for personalized guidance.
