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

FOR ACCOUNTANTS & TAX PROFESSIONALS
Refer a client now

Who this is for

Fully booked – but don’t want to turn clients away?

When your practice is at capacity, we step in as a trusted specialist — so your client gets the attention they deserve, and you never have to turn anyone away empty-handed.

This is a good fit if:


Your practice is at capacity and you can’t take on additional US tax work right now


Your client holds US citizenship, a green card, or has US income obligations


You want to protect the client relationship while directing them to the right expert


You’re a CPA, EA, bookkeeper, notary, or financial advisor with occasional US exposure


You want a structured, professional handover — not a blind referral

A structured handover in three clear steps

THE PROCESS

You stay in control throughout. We take full responsibility for the US tax engagement — 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: consultation → 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.

Refer a client 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?

Send us a simple email introduction and we take it from there — fully managed, professionally handled, and with full respect for your client relationship.

Referral email


partner@americansoverseas.org

A pre-filled introduction template opens automatically


Open email

Free and without obligation.

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