Best Tax Consulting Services in the USA
USA Tax Consultants
When it comes to navigating the ever-changing maze of tax codes, offshore compliance, IRS negotiations, and small business filings, the stakes are too high for guesswork. That’s why we’re spotlighting the best outsourced, part-time, fractional, and virtual tax consulting services in the USA providers we believe embody radical authenticity and deliver results worth talking about.
This carefully curated list exists to help individuals and businesses — whether you’re an expat, a startup, or an established LLC connect with tax advisors who lead with integrity and expertise.
Methodology: How We Chose These Providers
At Digital Reference, our selection isn’t pay-to-play. Our research team digs deep to identify standouts using three core filters:
- Client-Reviewed: Each firm has a strong reputation, visible client testimonials, or verifiable case studies.
- Research-Driven: We verify real methodologies, not empty buzzwords. We want to see frameworks, deliverables, and process clarity.
- USA-Based: Every provider is headquartered in the USA and primarily serves American taxpayers or expats needing IRS and state-level expertise.
Below you’ll find our honest breakdown for each firm: what they do, who they work with, how they operate, and most importantly, the leader driving the vision behind the scenes.
Tax Samaritan
🔗 Website: https://www.taxsamaritan.com/
What they do:
Tax Samaritan specializes in helping U.S. expats navigate complicated foreign income reporting, FBAR filings, and streamlined offshore disclosures. Their niche is expat tax returns done right without the generic big-box approach.
Who they work with:
Primarily, U.S. citizens living abroad who need tax compliance and resolution with the IRS.
Operating model:
Fully virtual, with a clear, upfront pricing model and tailored packages for individuals, families, and small businesses abroad.
💡 Why they stand out:
- Well-known for demystifying complex IRS expat rules.
- Uses plain-English onboarding and resource guides to empower clients.
- Maintains high client retention through clear timelines and deliverables.
Randall Brody, Founder, Tax Samaritan
🔗 LinkedIn: https://www.linkedin.com/in/randallbrodyea/
Randall Brody is an IRS Enrolled Agent with decades of experience in individual and business tax resolution. He’s known for his expat advocacy and for building a firm culture around personal accountability. His LinkedIn highlights a proven track record of simplifying expat taxes and helping clients sleep at night even when they’ve fallen years behind.
Boxelder Consulting
🔗 Website: https://boxelderconsulting.com/
What they do:
Boxelder Consulting is a Colorado-based tax relief and accounting firm blending IRS resolution with bookkeeping and tax planning so clients get more than a band-aid fix.
Who they work with:
Small businesses, gig workers, and individuals with back taxes or complex IRS debt.
Operating model:
A hybrid approach mixing dedicated case managers with a client portal for updates and document management.
💡 Why they stand out:
- In-house tax attorneys and CPAs collaborate under one roof.
- Not just tax relief: also provides bookkeeping to prevent repeat tax trouble.
- Transparent pricing and local, human-first service culture.
Thomas Conradt, Founder, Boxelder Consulting
🔗 LinkedIn: https://www.linkedin.com/in/thomas-conradt-413a9713b/
Thomas Conradt co-founded Boxelder after years in business development and team leadership. His profile shows a hands-on style, overseeing strategy and driving the firm’s mission to treat tax resolution as an ongoing relationship, not a one-time fix.
Fortress Tax Relief
🔗 Website: https://www.taxfortress.com/
What they do:
Fortress Tax Relief is one of the few firms that exclusively uses licensed tax attorneys for every case, no salespeople, no hand-offs.
Who they work with:
Both individuals and businesses are facing aggressive IRS collections or large tax debts.
Operating model:
Boutique firm model, high-touch representation, and direct attorney access.
💡 Why they stand out:
- National reach with a laser focus on attorney-driven negotiation.
- Detailed IRS strategy sessions, not generic templates.
- 100% U.S.-based team, no outsourcing.
Steve Galgoczy, Founder, Fortress Tax Relief
🔗 LinkedIn: https://www.linkedin.com/in/steve-galgoczy-1745284/
Steve Galgoczy is a seasoned tax attorney with a long history of helping clients dig out from complex tax debt. He built Fortress on a belief that clients deserve direct legal representation, not sales pitches, a principle that shows in the firm’s lawyer-first staffing.
Brotman Law
🔗 Website: https://sambrotman.com/
What they do:
San Diego-based Brotman Law is a boutique tax law firm tackling audits, high-stakes IRS disputes, and state tax controversies.
Who they work with:
High-net-worth individuals, entrepreneurs, and mid-sized businesses.
Operating model:
Combines traditional tax law representation with tax planning to prevent repeat issues.
💡 Why they stand out:
- Deep specialization in California and multi-state tax disputes.
- Strong thought leadership, Sam Brotman’s firm regularly publishes practical guides.
- Known for aggressive, detail-oriented defense in audits.
Samuel Brotman, Founder, Brotman Law
🔗 LinkedIn: https://www.linkedin.com/in/sambrotman/
Sam Brotman is an experienced tax attorney with a track record as an educator and public speaker on IRS practice. His firm’s direct tone and practical resources reflect Sam’s philosophy: tax representation should be clear and accessible, not shrouded in legal jargon.
Appletree Business Services
🔗 Website: https://appletreebusiness.com/
What they do:
Appletree provides outsourced bookkeeping, payroll, and small business tax consulting, with a niche in fractional CFO services for growing SMBs.
Who they work with:
Local service businesses, contractors, and solopreneurs are looking to grow without hiring in-house accounting staff.
Operating model:
Fully remote team with clear service packages and no long-term contracts.
💡 Why they stand out:
- Proven small business frameworks and checklists.
- Emphasis on client education and proactive planning.
- Fixed-fee billing, no surprise hourly rates.
Patrick Dichter, Founder, Appletree Business Services
🔗 LinkedIn: https://www.linkedin.com/in/pdichter/
Patrick Dichter’s background blends sales, marketing, and small business finance. On LinkedIn, you’ll see he’s passionate about helping Main Street owners get clarity around their numbers, freeing them up to focus on operations, not spreadsheets.
Bharmal & Associates, Inc.
🔗 Website: https://www.bharmalcpas.com/
What they do:
Bharmal & Associates is a full-service CPA firm in Irvine, CA, serving high-net-worth individuals and businesses with tax, audit, and business advisory services.
Who they work with:
Established small to mid-market companies in industries like real estate, manufacturing, and professional services.
Operating model:
Team-based approach with dedicated partners for each client.
💡 Why they stand out:
- Strong reputation in SoCal for tax structuring and entity optimization.
- Practical approach to auditing support and business advisory.
- Strong ties to local business networks.
Ismail Bharmal, Founder, Bharmal & Associates, Inc.
🔗 LinkedIn: https://www.linkedin.com/in/bharmalandassociates/
Ismail Bharmal is a CPA with decades of experience in public accounting. His leadership style emphasizes tailored solutions, not cookie-cutter compliance, a value reflected in his firm’s long client relationships.
Huddleston Tax CPAs
🔗 Website: https://huddlestontaxcpas.com/
What they do:
Seattle-based Huddleston Tax CPAs provides tax planning, business consulting, and outsourced CFO services with a tech-friendly approach.
Who they work with:
Tech startups, freelancers, and small businesses across Washington.
Operating model:
Leverages cloud tools and virtual meetings to keep costs low and service accessible.
💡 Why they stand out:
- Local CPA team with deep experience in state-specific tax credits.
- Practical, straightforward advice for startups.
- Community-focused, active in small business networks.
John Huddleston, Founder, Huddleston Tax CPAs
🔗 LinkedIn: https://www.linkedin.com/in/huddlestontax/
John Huddleston is a CPA and entrepreneur who’s grown the firm from a one-person practice to a multi-CPA office. His LinkedIn showcases a commitment to technology and community, combining modern systems with personalized local support.
Watter CPA
🔗 Website: https://www.wattercpa.com/
What they do:
Watter CPA helps individuals and small businesses with tax prep, bookkeeping, and IRS resolution, emphasizing education and clear communication.
Who they work with:
Families, sole proprietors, and local businesses who need practical tax help.
Operating model:
Personalized, one-on-one service and clear pricing.
💡 Why they stand out:
- Focus on family-owned and multi-generational clients.
- Known for quick response times and honest advice.
- Blends modern software with old-school client care.
Kenneth Watter, Founder, Watter CPA
🔗 LinkedIn: https://www.linkedin.com/in/kenneth-watter-64b9368/
Kenneth Watter is a CPA with over 20 years of practice. His LinkedIn points to a philosophy of clarity and directness; he believes even the most complicated tax questions deserve plain-language answers.
Baas & Associates, PC
🔗 Website: http://www.baascpas.com/
What they do:
Based in Texas, Baas & Associates offers tax prep, IRS representation, and audit support with a hands-on partner model.
Who they work with:
Individuals, family businesses, and mid-sized firms in oil & gas, real estate, and agriculture.
Operating model:
Strong partner involvement, not a faceless firm.
💡 Why they stand out:
- Extensive IRS negotiation experience.
- Practical approach to estate and succession planning.
- Local roots and repeat referrals from Texas business owners.
Christopher Baas, Founder, Baas & Associates, PC
🔗 LinkedIn: https://www.linkedin.com/in/chrisbaas/
Christopher Baas has been in tax practice for decades, with a reputation for meticulous planning and down-to-earth communication. He’s known for taking big tax problems and turning them into step-by-step plans.
The Tax Advantage, LLC
🔗 Website: https://taxadvantagellc.com/
What they do:
The Tax Advantage provides tax prep, payroll, and outsourced CFO services for small businesses with a friendly, family-first feel.
Who they work with:
Local small businesses, especially retail and service-based owners.
Operating model:
Seasonal and year-round packages, designed to take taxes off the owner’s plate completely.
💡 Why they stand out:
- EA-led practice with real IRS representation authority.
- Known for excellent client communication and education.
- Longstanding ties in their Missouri community.
Kim West Padgitt, Founder, The Tax Advantage, LLC
🔗 LinkedIn: https://www.linkedin.com/in/kim-west-padgitt-ea-42858737/
Kim West Padgitt is an Enrolled Agent with decades of tax experience. Her style is calm, thorough, and community-driven. You’ll see from her LinkedIn that she’s built the firm around long-term trust and local roots.
A Note From Digital Reference
If you’re a U.S.-based founder, freelancer, expat, or small business owner, tax advice should be more than a seasonal transaction—it should be strategic, accessible, and grounded in your real-world needs. The firms above don’t just file returns; they resolve IRS issues, simplify offshore compliance, and offer long-term planning that sticks.
At Digital Reference, we believe in lifting up local, outsourced, and fractional leaders who back up their claims with real results. If you’re hunting for a tax advisor who’s as invested in your business or personal peace of mind as you are, start with the names above.
Want more radically authentic insights? Check out our other curated guides on outsourced leadership and stay connected for future updates.
Explore more from Digital Reference:
- Merger & Acquisition Consulting Services in Canada
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- Tax Consulting Services in the USA
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