Hello, I’m

Josh Katz, CPA

Born in Cleveland, Ohio and a graduate of Boston University’s School of Management with a degree in Accounting.

I began my career at Deloitte, where I trained in Corporate Accounting and Auditing and earned my Certified Public Accountant (CPA) certification, before moving abroad and learning firsthand what it means to be an expat.

  • 16 Years in Expat Tax
  • 150+ Countries Served
  • 4,000+ Clients Served
  • 20,000+ Tax Returns Filed
Josh Katz, CPA, International Tax Accountant, CEO and Founder of Universal Tax Professionals

Having been an Expat myself, I understand the challenges you face.

I lived as an expat for over 8 years, and I felt the same anxiety so many of my clients describe: being thousands of miles from home while still needing to fully comply with every US tax rule and regulation.

That experience is exactly why I started Universal Tax Professionals. I wanted expats to have an accountant who has actually lived the problem, not just studied it.

As a US expat accountant, I’ve helped prepare over 20,000 United States tax returns for Americans living in foreign countries, and I continue in that capacity today.

You can verify my license directly through: CPAverify.org

What I specialize in

Over 16 years, I’ve focused on the filing issues that trip up expats most often:

  • Streamlined Filing Compliance Procedures for late or unfiled returns
  • Foreign Earned Income Exclusion (FEIE) vs. Foreign Tax Credit (FTC) planning
  • FATCA and FBAR reporting for foreign bank and investment accounts
  • Foreign business reporting: Form 5471, Form 8865, and GILTI
  • PFIC reporting for foreign pensions and mutual funds
  • Proactive tax planning for expats to minimize global tax liability and avoid double taxation
  • Tax Preparation and Planning for S-Corps, C-Corps, and Partnerships
  • Monthly and annual bookkeeping to keep your financials clean, accurate, and audit-ready

Besides figuring out your taxes, I've figured out how to serve you better

One key factor in successfully serving clients is accessibility. I know clients want answers right away and can feel left adrift if their US expat accountant is off who-knows-where.

So I strive to be as immediately available as possible.

Universal Tax Professionals has grown into a full team, but I’m still personally hands-on with clients. You can email me directly, call, or set up a consultation with me if you’d prefer to work through your situation together rather than only with a team member.

Need help deciding? We’re here — Contact us!

I also believe in transparent pricing. We charge flat rates that are disclosed upfront, so you always know what to expect before we start.

Some firms won’t reveal pricing information until you have an actual meeting with them, while others charge by the hour, with the total number of hours not being known until the process is over.

I know I certainly wouldn’t want any such arrangement if I were the client!

But what really sets us apart is our personalized service. Instead of being run through a generic, one-size-fits-all process, you get an accountant who takes the time to understand your specific situation.

Universal Tax Professionals Today

What started as one person’s mission has grown, over more than a decade, into a full team of international tax accountants serving expat clients in 100+ countries.

16+ Years

In business

150+ Countries

Clients Served

A+ Rating
Better Business Bureau
4.9/5
Google and Trustpilot
Elizabeth
Google
"The realisation that I should file tax returns in the US was a frightening prospect. I talked to Josh at Universal Tax Professionals, and he put my mind at ease about their ability to support me through the Streamlined Process."
Brianna
Google
"I reached out to Universal Tax Professionals and my inquiry was responded to within 4 hours of sending it. I had the pleasure of conversating with Josh and he was not only prompt in responding but also giving guidance on how to proceed from what, for me, was a very scary and intimidating situation. I was very pleased with the service level from the start and felt Universal Tax Professionals was the company to help me fix this!"
Jennie
Google
"What a great company! I had a coworker connect me to Josh Katz at Universal Tax Professionals. Josh was very professional and clear with what they could or could not do. I worked with Yhail Moreno to review past tax filings and, through her great work, we identified a serious error on previous filings. They saved me so much time and money. They are easy to work with and are clearly experts in the area of ex-pat taxes. I would highly recommend them!"

16+ Years

In the Expat Tax Industry

150+ Countries

Clients Served

A+ Rating

Better Business Bureau

4.9/5

Google and Trustpilot Ratings

My life outside accounting

I live in the Cleveland, Ohio, area with my wife and our four kids, three girls and a boy, so life is never dull!

I love getting out of the house and into fresh air, whether that’s hiking, biking, or tending to my garden. And of course, as a proud Clevelander, I’m a big Cleveland Browns fan!

It’d be great to hear from you, so please feel free to email me directly at josh@universaltaxprofessionals.com or book a consultation. 

Even with a full team behind me today, I’m still very much involved with clients myself!