About Universal Tax Professionals
We are a team of experienced tax experts dedicated to helping Americans living abroad with their US tax obligations. With more than a decade of experience, we provide personalized and reliable tax preparation, filing, and advisory services for expats around the world.
Satisfied Clients
Tax Returns Filed
Business Partners
Josh Katz
CEO and Founder
Josh Katz
CEO and Founder
Meet the Founder
Universal Tax Professionals, founded over 10 years ago by Josh Katz, CPA, was built with a clear mission: to help Americans living abroad navigate the complexities of the US tax system. With a career focused on US expat and international taxation, Josh saw firsthand the challenges expats face with US tax filing, and ongoing compliance.
He founded the firm to provide specialized tax expertise with practical, personalized guidance.
Today, Josh continues to shape Universal Tax Professionals around that same expat focused approach, helping Americans around the world manage their US tax obligations with confidence.
UNIVERSAL
TAX PROFESSIONALS
Universal Tax Professionals began from humble beginnings, founded by Josh Katz, CPA, who started out as a one-man team helping friends and neighbors with their US tax returns. What started as a small passion for helping others with their taxes soon became the foundation for a firm built on trust, dedication, and a genuine commitment to excellent service.
Today, Universal Tax Professionals serves clients in over 150 countries, handling a wide range of tax situations with precision and care. What began as a one-person effort has grown into a team of professionals from all over the world, each dedicated to providing personalized, reliable, and comprehensive US tax services.
THE TEAM
THE TEAM
What Makes Universal Tax Professionals Different?
Who We Are
Universal Tax Professionals is a full-service US tax firm built for Americans living abroad. We handle every kind of expat tax situation, from simple annual returns to the complex cases other firms turn away, serving clients in over 150 countries.
We specialize in Streamlined Filing, Foreign Business Reporting, and Investment Compliance.
Every client is assigned one dedicated accountant, reachable by phone or email any time you need them.
What Sets Us Apart
Streamlined Filing Expertise
We help delinquent filers catch up on years of unfiled US tax returns through the IRS Streamlined Filing Compliance Procedure, penalty-free. We have a 100% success rate helping clients become compliant through this program.
Foreign Business Reporting
We prepare Form 5471, Form 8865, and GILTI calculations for expats who own foreign corporations or partnerships, work most generalist firms avoid.
Investment Compliance
We handle PFIC reporting on Form 8621 for expats with foreign investment accounts or funds, a filing requirement that catches many expats off guard.
US Corporation Filing
We also prepare tax returns for US corporations, not just individual expat filings.
Tax Planning For Your Move Abroad
Planning to relocate? We help you understand your US tax obligations before you go, so there are no surprises once you’re settled, no matter which country you’re moving to.
Global Tax Coordination
Through our trusted tax partners in the UK, Portugal, Australia, Spain, Germany, and beyond, we help coordinate your local-country and US tax filings.
A Dedicated Accountant, Always
You’re assigned one accountant, reachable any time. Many speak Italian, Spanish, and other languages, so you can hand over foreign-language tax documents without translating them first.
Same Expertise As The Big Four
We match Big Four quality of service, at a fraction of the cost, with personalized attention and direct access to experienced international tax professionals.
Numbers That Back It Up
- 4,000+ satisfied clients
- 20,000+ tax returns filed
- 100+ business partners worldwide. Firms don’t refer their own clients to us unless they trust the work we do.
- 30% of new clients come from referrals. People don’t refer a firm they aren’t happy with.
- 95% client retention over more than a decade. Most clients come back year after year, and it shows in our reviews.
