Too busy to take on every US tax client that comes your way?

FOR ACCOUNTANTS & TAX PROFESSIONALS
Become a partner now

Who this is for

Fully booked? Or a client doesn’t fit your practice?

When your practice is at capacity or the client simply isn’t the right fit for your portfolio we step in as a trusted specialist partner

This is a good fit if:


When your practice is at capacity or the client simply isn’t the right fit for your portfolio we step in as a trusted specialist partner.


The case involves US and local tax combined, FBAR, treaty claims, or expat filings that sit outside your core practice


You want to refer to a trusted specialist rather than just sending someone away or giving a blind referral

A structured handover in three clear steps

THE PROCESS

You stay in control throughout – your client is looked after and your reputation protected.

1

You introduce the client

Forward the enquiry or send a brief introduction by email to
partner@americansoverseas.org.
We acknowledge within one business day and take it from there. No forms, no portal — just an email.

Takes less than two minutes.

2

We manage everything

Our US tax specialists handle consultation, onboarding, filing, and all client communication — end to end. Your client is in qualified, professional hands throughout the entire process.

Full management: intake → onboarding → filing.

3

We keep you in the loop

Every client you send through, you’ll hear back from us. Once they’ve signed their engagement letter, we let you know — so you always have a clear picture of where things stand.

No surprises. Full transparency from start to finish.

Become a partner now

Your reputation matters to us as much as it does to you

WHY PARTNER WITH US?

We have built our practice on referrals from professionals. Every introduction is treated with care — and with full respect for the trust you’ve built with your clients.

US taxation only – specialists, not generalists

Our CPAs and Enrolled Agents handle exclusively US expat taxation: Form 1040, FBAR/FinCEN 114, streamlined procedures, treaty claims, and FATCA compliance. Your client is referred to someone who does this every single day.

Your client relationship stays yours

We handle the US tax matter and nothing beyond that. We will not cross-sell, redirect, or interfere with your relationship with your client. The referral is clearly scoped and bounded.

Enterprise-grade security & full compliance

All client data is protected with enterprise-grade security and two-factor authentication across all systems. We are fully GDPR-compliant and operate with strict confidentiality standards throughout.

A track record you can verify independently

Over 30,000 clients served across 65+ countries. Our 4.8-star Trustpilot rating — based on more than 1,700 independent reviews — reflects consistent, professional service. Professional references available on request.

Frequently Asked Questions

Questions about referring clients, how we handle introductions, and how the process works.

Ready to make your first referral?


partner@americansoverseas.org

A pre-filled introduction template opens automatically



Become a partner now

Free and without obligation.

Background image Background image