Stop working for your accountant.

Instant answers. Proactive service. Zero surprises.

Waypoint is a modern US expat tax service that removes manual work, shows flat fees upfront, delivers returns in days, and compares strategies before filing.

Price Lock Guarantee 5-Day Return Goal Effortless Process

Effort Frustration

Hunting down documents, endless questionnaires, chasing your CPA for weeks.

Cost Uncertainty

No upfront estimates, surprise "extra form" fees, opaque pricing.

Risk Anxiety

Hidden compliance traps, fear of FBAR penalties, complex PFIC reporting.

If you live abroad, U.S. taxes feel harder than they should.

What makes Waypoint different

Five commitments that define every engagement.

Stop working for your accountant

We leverage technology to pull your data automatically. No more filling out the same PDF every single year.

Flat-fee pricing upfront

You'll know the exact cost before we even start. No surprise invoices, ever.

Done in days, not weeks

Our goal is a first return within 5 business days of document completion.

Optimized, not just filed

We don't just put numbers in boxes. We compare foreign tax credits vs. exclusions to ensure you keep more of your money.

Built for Americans Abroad

We specialize in US expat taxes. Whatever country you're in, we know the rules that apply to you.

It's just 4 steps

From first call to filed return — here's exactly what happens.

01

Book consultation

A 15-30-minute chat with a Waypoint CPA to map out your specific tax needs.

02

See your risk and price

Get your price quote, no commitment required.

03

We handle preparation

Connect your accounts, and sit back. We handle everything from here.

04

Review your return and file

Your CPA presents your return and securely e-files it with your approval.

Stop working for your accountant

Compare the experience.

Waypoint
Traditional CPA
01Automated data fetching & smart portalsEndless paper checklists to fill manually
02Pre-filled information for recurring clientsRedundant manual work every year
035-day return goal once data is inWeeks of silence after sending docs
04Clear executive summary of your returnConfusing forms with no summary

Our guarantees to you

100% Compliance Guarantee

If we make a mistake, we cover any interest and penalties.

Best Tax Optimization Guarantee

If a qualified professional finds an optimization we missed, we refund your fee.

Clear Solutions

Annual filing

For US citizens living abroad who are current on their filings.

Starting at$350
Learn More

Catch-up (1–2 years)

For those who missed a year or two and want to get back into compliance without stress.

Starting at$350 / year
Learn More

Streamlined (3+ years)

Official IRS procedure for those multiple years behind. No penalties if qualified.

Starting at$999
Learn More
Security

Your data, fully protected.

Every layer of Waypoint is designed around the principle that your financial data is sacred. We earn that trust through architecture, not promises.

SOC 2 Type II
SOC 2 Type II
IRS Authorized e-File
IRS Authorized e-File

Full audit trail

Every AI action is logged with sources, changes, and rationale.

Zero data training

Your data is never used to train or improve any AI model. Period.

Tenant isolation

Every client gets strict data separation. No cross-contamination, ever.

Encrypted everywhere

AES-256 at rest, TLS 1.3 in transit. The same standard as leading banks.

US-only hosting

All your data is stored and processed in the United States.

Your data, your control

Export or delete your data at any time. No lock-in, no questions.

FAQ

Questions & Answers

Have more questions? We are here to help:

Most people aren't. If you haven't filed, the IRS usually just wants you to come into compliance. Our 'Streamlined' program is designed specifically to help you catch up without penalties.
There's no catch. We price based on the actual work required. Our AI-powered process makes preparation more efficient, and we pass those savings on to you.
Filing correctly and completely is the best way to avoid an audit. Our rigorous internal CPA review ensures every return meets the highest compliance standards before it's sent.
We aim for an 'Effortless' experience. By using secure bank connections and smart document portals, we reduce manual entry by up to 70% compared to traditional CPA firms.
Even if you owe $0, you are still legally required to file a US return (and often FBARs). Failing to file can lead to massive penalties even with no tax liability.
Every Waypoint return is signed by a qualified, US-licensed Certified Public Accountant (CPA) with specialized training in international tax law.

Get clarity on your situation in one call.

Up to 20 minutes. No commitment. Just answers.

Let us help. We'll get back to you in 1 business day.

Email Us

Need assistance? Drop us a message anytime.

hello@waypoint.tax

Call or Text Us

Need help? Call or text anytime.

🇺🇸  +1 (646) 906-9732

🇨🇦  +1 (877) 385-8003