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