Strategic Growth 2022–2026 and Projection for 2027: A Client-Centric Transformation

At US Tax Consultants, our strategic planning for the period 2022–2026 has been driven by a clear goal: to grow sustainably through the increasing number of tax returns handled while enhancing the client experience through transparency, technology, and specialization.

With more than 65 years of experience and over 3,500 clients, our growth reflects not only increasing demand for our services but also our ability to continuously adapt and improve the way we deliver international tax solutions.

In 2022, we reviewed our Mission, Vision, and Values. The number one value that emerged from this process was our obsession with the client:

“If someone calls us, it is because they need help.”

Taxes are difficult to understand and often overwhelming for clients. They cannot always be aware of the consequences of the decisions they make when signing a tax return, and they need the confidence that their return has been prepared correctly. Our mission is not simply to provide a service but to turn clients into loyal supporters who trust us, recommend us, and keep coming back year after year. We cultivate that loyalty through clear communication, transparency, and a commitment to exceptional service.

This philosophy has been the driving force behind our growth over the past five years.

Today, US Tax Consultants is proud to be recognized as the leading provider of U.S. tax preparation services for expatriates in Spain and Portugal. What began as a specialized tax practice has evolved into the largest firm in the Iberian Peninsula dedicated to helping U.S. citizens abroad navigate their U.S., Spanish, and Portuguese tax obligations. This achievement has been possible thanks to the confidence of our clients, the dedication of our team, and our unwavering focus on delivering expert cross-border tax solutions.

Growth Driven by Tax Returns and Services

Our strategy has focused on a key operational metric: the number of tax returns and services provided.

Between 2022 and 2026, we achieved strong and consistent growth:

• From 1,897 to 3,688 total services
• Significant expansion in U.S. tax returns (Form 1040 series), growing from 772 to 2,369 returns
• Exceptional growth at our U.S. Navy Base Rota office, which has experienced average annual growth of approximately 35%, now handling more than 500 tax returns per year
• Continuous growth in FBAR (FinCEN Form 114), Modelo 100, and Modelo 720 filings, with annual increases exceeding 13.8% for each service

Looking ahead, our projection for 2027 includes:

• More than 4,000 annual services, representing growth of approximately 15% over 2026, in line with our average annual growth rate over the past five years
• Continued expansion of U.S. tax preparation services in Portugal and Catalonia, with a focus on scalability and operational efficiency
• Sustained growth in cross-border tax compliance services

This operational growth has required not only increased capacity but also a transformation in how we interact with our clients.

Strengthening Our Team Structure

To support increasing demand, we have expanded our team with clearly defined roles, including:

• U.S. tax specialists (Form 1040 and related filings)
• Spanish tax experts (Modelo 100, Modelo 720, and other compliance services)
• Non-resident taxation and international reporting specialists
• Client coordination and administrative professionals
• Regional support teams in Portugal, Rota, and Barcelona

This structure enables us to maintain efficiency while continuing to provide personalized and technically accurate services.

Expanding Our Digital Ecosystem

Our website has evolved into a comprehensive information and communication platform.

In addition to our weekly blog articles, which have been published continuously since December 2012 and have generated up to 150 interactions on a single post, we continue to publish bi-monthly newsletters, videos, and educational content.

We now also offer:

• WhitePapers featuring in-depth technical analysis
• Podcasts covering international tax topics and explaining many of our services
• A photo gallery showcasing our team and professional activities

This expansion reinforces our commitment to education, transparency, and accessibility for international taxpayers.

The Client Area: A New Standard in Transparency

One of the most important milestones in our strategic plan has been the development of an enhanced Client Area, which now serves as the central hub for all client interactions.

We encourage all clients to download the guide «How to Use the Client Area», available in English, Spanish, and Portuguese.

Through this platform, clients can:

• Access detailed descriptions of every service, including scope and requirements
• View the assigned tax preparer together with direct contact information
• Review the exact fee for each service under our flat-fee model

The Client Area also allows clients to:

• Activate services for the current year, including services used in previous years
• Track the status of their tax returns in real time through our Time Management System (TMS)
• Receive automated updates throughout the preparation process

Full Visibility of Tax History and Compliance

Our platform provides complete transparency over each client’s tax history and compliance records.

Clients can:

• Access all past tax returns organized by year
• Review previously submitted filings at any time
• Verify compliance details such as Modelo 720 submissions, including filing dates and reported amounts
• Download documentation whenever needed

At the same time, the system ensures that:

• Draft returns are uploaded for review
• Final documents are made available once payments have been completed
• Communication remains centralized, organized, and traceable

Secure and Simplified Document Management

We have implemented a secure and efficient document management system designed to simplify the process for international families.

Key features include:

• Encrypted file-transfer systems compliant with IRS security standards
• A centralized structure based on one folder per family
• Continuous monitoring of outstanding documentation required for each return
• Permanent access to uploaded and processed files

Clients can upload documents, track requirements, and manage their information entirely online, ensuring a seamless and secure experience.

A More Personal and Connected Experience

Despite our focus on digitalization, the human element remains central to our service.

Each client is assigned:

• A dedicated tax preparer (IRS-certified or AEAT collaborator)
• A direct point of contact for questions and support

Clients can communicate with our team through multiple channels:

• Free consultation bookings
• Live Chat within the Client Area
• Email support
• Telephone support

This hybrid model combines efficiency with personalized assistance throughout the entire process.

Looking Ahead to 2027

Our vision for 2027 is to consolidate our position as the leading international tax firm in Spain and Portugal for U.S. expatriates.

Our priorities include:

• Continued growth in tax returns and services delivered
• Strengthening our core expertise in U.S. tax compliance
• Expanding geographically in Portugal and Catalonia
• Further enhancing the Client Area and digital experience
• Maintaining our commitment to transparent pricing and client satisfaction

Our Commitment

At US Tax Consultants, our growth is built on a simple principle: combining technical excellence with transparency, accessibility, and a client-first approach.

The evolution of our services, our team, and our digital platform reflect our dedication to providing a modern, reliable, and fully transparent tax advisory experience.

Book a Free Consultation

We offer a free, no-obligation consultation via MS Teams to assess your situation and explain how we can assist you. Book appointment for SPAIN HERE and for PORTUGAL HERE.

Flat fees for SPAIN and for PORTUGAL