Waypoint Tax

About Waypoint Tax

Registered at a Wilmington, Delaware address, this technology-driven tax practice is built entirely around Americans who live overseas and other cross-border taxpayers. Its founders come from AI engineering backgrounds, and a licensed CPA is assigned to review each return, with a team of eleven named people spanning CPAs, an attorney, engineers and operations staff. Support lines are listed for the United States, Canada, Israel and the United Kingdom, and clients quoted on the site hail from several countries. The firm files annual and delinquent U.S. returns, handles foreign bank account reports and applies treaty rules. Flat fees are published, a free introductory call is offered, and the site mentions audit protection cover. It does not offer company formation, bookkeeping or payroll, and no founding year is stated.

Services

Core filing includes Form 1040 with foreign tax credit and foreign earned income exclusion, standard schedules, up to three K-1s and FBAR reporting. Catch-up packages cover one to two missed years, while the Streamlined procedure covers three or more years with Form 14653 and six years of FBARs. Add-ons include self-employment and rental schedules, state returns, reports for foreign corporations and trusts, gift tax returns, ITIN applications, PFIC reporting, cross-border RSU analysis and non-resident returns for U.S. property sales.

• ✕ Company formation: not listed
• ✕ Accounting and bookkeeping: not listed
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✕ Payroll: not listed
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed

Licences and registrations

• Licensed CPAs on staff
• IRS authorized e-file provider

As declared by the firm. Check a licence with the regulator before you rely on it.

Published prices

• Annual expat filing from USD 400
• Streamlined procedure (3+ years) USD 1,200
• State return USD 150 each
• Form 5471 USD 300 each
• Form 3520 USD 120

As published by the firm. Prices change; the firm's quote is what counts.