“I used to turn away clients every month because we were at capacity. Now I can ensure they receive specialized attention. It takes two minutes, the clients are in good hands, and the referral fee is a welcome professional courtesy”
US Tax Referral Program
Join Our Partner Network TodayStop saying “sorry, we’re full” and start saying “I know exactly who can help you.”
Here’s how it works:
- Introduce via Email:
Simply forward the inquiry or introduce the client via email; it takes less than two minutes. - Clients receive Care:
We handle the heavy lifting from consultation and onboarding to final filing with full end-to-end management. - Get Paid for the Referral
Receive an instant fee as soon as the client signs their engagement letter, with no further work required from you.
Why Partner With Americans Overseas?
Specialized Expertise: Your clients get access to CPAs and Enrolled Agents who exclusively handle US taxation, including streamlined filing, treaty claims and E-filing.
Full compliance: all our data is secured with enterprise grade security including 2FA across all systems to protect client data.
Proven track record: We have helped 30.000+ US persons and are service is backed by 1700reviews on Trustpilot and a network of professional references available upon request.
Frequently Asked Questions
Everything you need to know about referring clients, tracking payments, and how we handle your introductions.
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What types of clients are a good fit?
Americans living abroad (anywhere in the world) who need: • Annual US tax return preparation (Form 1040) • FBAR (FinCEN 114) and FATCA (Form 8938) • Streamlined filing procedures • Foreign Earned Income Exclusion (Form 2555) • Foreign Tax Credit (Form 1116) • Treaty positions • Expatriation / renunciation services • Individuals with corporations or complex structures
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Do I need to be a CPA or licensed professional?
No. While most of our partners are CPAs, EAs, or accounting professionals, we welcome referrals from anyone who works with Americans abroad — including financial advisors, attorneys, consultants, and even immigration specialists.
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What if my client has questions about the referral?
You can direct them to our website or introduce them directly via email. Wewill answer all questions and provide a transparent proposal before any engagement begins.
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How do I track referrals and payments?
We keep it simple. You'll receive: An email confirmation when we contact your referral Another email when they sign an engagement letter Payment notification to invoice the fee and get paid within 5 working days.
Join Our Partner Network Today
Get started in 60 seconds by clicking on the email link and you’re all set.
Email: partner@americansoverseas.org (email will open thats prefilled)
Terms & Conditions
Referral fee is paid once per referred client upon successful conversion. Americans Overseas reserves the right to approve all partner applications. Fees and program terms may change with 30 days’ notice.
