Built for CPAs, EAs, Accountants and Financial Professionals who want to refer international or cross-border tax work they don’t specialize in — without losing their client’s trust
We specialize in complex international tax matters — from business and personal filings to cross-border tax planning and compliance. When you refer a client, we’ll take it from there: our team will contact them directly, handle the international piece with care, and keep you in the loop every step of the way. You can stay involved, receive updates, or have the client returned to you once the matter is resolved. This isn’t a rev share arrangement — it’s simply a trusted place to send clients when international work falls outside your scope. We only want to take on the work if you believe it’s the best option for your client.
U.S. reporting for foreign-owned LLCs and corporations
International business tax filings
Personal international tax filings (Forms 1040-NR, 1116, 2555, etc.)
Ability to retain client's work and trust without needing to expand into international
Maintain Client Relationships and Trust While Leveraging External Expertise For International Matters
Reduced exposure to significant foreign tax compliance penalties
No. We respect your relationship with your client. You can choose to stay involved, receive updates throughout the engagement, or have the client returned to you once the international issue is resolved. We’re here to support — not replace — you.
Yes, we work remotely with clients across the U.S. and globally. Our team is equipped to handle international matters regardless of location.
Simply fill out the short form on this page. We’ll take it from there — contacting the client, handling the matter, and keeping you informed as requested.
No problem — submit the referral anyway or contact us with a quick question. We’re happy to assess and let you know if it’s a fit.
No — we don’t offer rev share. Our goal is to support your client only when you believe we’re the best fit for their tax needs. We want every referral to come from a place of trust and alignment, not financial incentive. Think of us as a resource when the work falls outside your scope, not a revenue stream.