Our training programs (US & UK Tax CPD courses) satisfy continuing education requirements & continuing professional development across multiple jurisdictions and professional organizations. US Enrolled Agents require 72 hours over three years (CE Credit to meet the CE Requirements), with annual minimums and mandatory ethics components. ACCA members need 40 units annually, combining verifiable and non-verifiable activities.
UK professionals face varying requirements, with CIOT members typically completing 30 hours annually including structured learning components, while ATT members follow similar patterns with emphasis on technical currency and ethical development.
The Annual Federal Tax Refresher (AFTR) course is a required component for IRS Annual Filing Season Program (AFSP) participants. CE providers must offer a 6-hour AFTR course with a 100-question exam each year, ensuring preparers stay current with federal law updates and maintain compliance with IRS standards to meet the irs approved continuing education courses.
Our White-Label Services enable your firm to offer specialist international solutions without hiring additional staff or losing clients to competitors. We discreetly handle complex cross-border cases—including ITIN applications, FIRPTA withholding, W-8BEN-E LOB memos, expat tax returns, and corporate compliance—all delivered under your firm’s branding.
Every client-facing document, from tax returns to advisory memos, carries your firm’s name and logo to protect your reputation and client relationships. We work behind the scenes with full IRS and HMRC compliance, ensuring accuracy, confidentiality, and professional presentation on every case.
Whether you have one-off cases or need regular outsourcing support, our flexible, pay-per-case model allows you to expand your service offering, keep clients in-house, and generate new revenue streams—without the cost or risk of building an in-house team.
For larger firms, professional associations, or networks of accountants, we offer joint venture partnerships designed to help you scale your international advisory services and CPD training services without adding operational overhead. Our revenue-share models align with your firm’s growth goals, enabling you to expand service offerings while sharing in the financial success.
We provide full end-to-end support—from sales strategy and marketing materials to service delivery and client engagement—so your team can focus on relationships while we handle the technical work. Whether it’s CPD/CE-accredited training, white-label tax fulfilment, or cross-border advisory services, all solutions are delivered under your firm’s branding, ensuring client loyalty and consistent quality.
Joint ventures are ideal for accounting associations or multi-office firms looking to add new revenue streams, retain international clients, and deliver high-value services across US and UK markets—without increasing internal staffing costs.
Our structured training catalogue delivers practical expertise through multiple learning formats, designed specifically for US Enrolled Agents, CPAs, and UK accountants seeking to expand their international tax capabilities.
US/UK Tax Treaty Mastery (3 CPD hours) covers treaty interpretation, withholding obligations, and double taxation relief. Participants learn to identify treaty benefits, complete IRS forms accurately, and advise clients on cross-border compliance with confidence.
Digital Nomad & Expat Tax Compliance (3 CPD hours) addresses the growing market of globally mobile clients, covering tax residency rules, foreign earned income exclusions, and UK/US reporting requirements for remote workers and expatriates.
ITIN, FIRPTA & W-8BEN-E Specialist Training (2 CPD hours) provides hands-on experience with essential US tax processes, including Individual Taxpayer Identification Number applications, Foreign Investment in Real Property Tax Act compliance, and withholding certificate preparation.
International Corporate Tax Structures (3 CPD hours) explores advanced planning strategies for multinational clients, covering transfer pricing basics, controlled foreign corporation rules, and cross-border entity selection.
All courses meet CPD requirements for major professional bodies, including ACCA’s 40 annual units, ICAEW’s minimum verifiable hours, and the 72-hour triennial requirement for US Enrolled Agents. Ethics components are integrated throughout to satisfy mandatory requirements across all jurisdictions.
Our training equips US EAs, CPAs, and UK accountants with the skills to manage US tax withholding rules and apply US/UK tax treaties effectively.
We cover practical topics such as identifying treaty benefits, reducing double taxation, and ensuring IRS compliance for cross-border clients. Through CPD/CE-accredited webinars and live sessions, firms learn how to interpret treaty articles, complete required IRS forms, and advise clients on withholding obligations confidently.
This training helps accountants expand service offerings, minimise compliance risk, and enhance technical expertise while opening new revenue opportunities in international advisory without increasing headcount.
Our comprehensive white-label solution enables accounting firms to expand international tax services without operational risk or additional headcount. We handle complex cross-border work under your brand, ensuring complete confidentiality and professional delivery that maintains your client relationships while we manage the technical expertise behind the scenes.
Service Tiers Available:
Essential Support provides telephone and email consultation for straightforward US/UK tax queries, ideal for firms handling occasional international clients.
Advisory Partnership includes comprehensive case management, from initial client consultation through completion of complex compliance and planning engagements.
Full Integration offers dedicated team members who work as seamless extensions of your practice, attending client meetings and providing ongoing support under your brand.
We provide expert ITIN application support for accountants and tax firms serving clients with US tax obligations.
As IRS-authorised Certified Acceptance Agents (CAAs), we help EAs, CPAs, and UK accountants streamline ITIN applications, ensuring accuracy, faster processing, and full compliance. Our service includes identity verification, form preparation, and direct liaison with the IRS to reduce administrative burdens for firms. Accountants can confidently offer ITIN assistance under their brand, improving client satisfaction and adding value without extra in-house resources.
This white-label solution enables firms to seamlessly expand their US tax services while maintaining professional standards and regulatory compliance.
The international tax landscape is experiencing unprecedented demand, with the UK accounting market reaching £38.5 billion in 2025 and advisory services comprising 45.1% of market value. Yet 78% of UK firms refer US work away—and lose clients in the process. Our CPD/CE-accredited courses and white-label solutions help you capture this revenue while building genuine expertise in cross-border legal matters.
Our team is dual-qualified in the UK and US (EA, FCCA, ATT, MBA) and offers compliant solutions for ITIN (Form W-7) applications, FIRPTA, US expats, international property owners, and corporate structures.
Collaborate with us to:
🚀 Upskill your team with CPD/CE-accredited sessions
📦 Outsource complex tax work under your brand
💼 Serve clients across borders without compliance risk
📊 Add new service lines without expanding headcount
Challenge:
Many firms hesitate because they assume training and outsourcing are expensive compared to just referring clients away.
Solution:
Our ROI calculators and real-world case studies prove even 5–10 retained clients can fully cover training and fulfilment costs. We include transparent pricing and help you map potential profits before you invest.
Challenge:
Firms want to be certain training meets CPD/CE standards and that outsourcing stays compliant with IRS and HMRC regulations.
Solution:
We’re dual-qualified (EA, FCCA, ATT, MBA) and deliver CPD/CE-accredited training approved by IRS CE and UK CPD bodies. All white-label work follows strict compliance frameworks, with audit-ready documentation included.
Challenge:
Staff often have limited time for live training sessions or onboarding new services.
Solution:
We provide on-demand training recordings, bite-sized webinars, and flexible scheduling. Your team can learn at its own pace without disrupting existing workloads.
Challenge:
Firms worry clients may lose trust if they find out services are fulfilled externally.
Solution:
All deliverables come fully branded under your firm’s name. We work as a silent partner, so your clients only see your brand, not ours.
Challenge:
Some firms think cross-border training and services only make sense if they already have a large client base.
Solution:
Many firms start with one-off ITIN or FIRPTA cases before expanding. Our Starter CPD Webinars and pay-per-case fulfilment mean you can begin small and scale as needed—no large upfront commitments.
Our structured training programs provide hands-on expertise through diverse learning formats, tailored for US Enrolled Agents, CPAs, and UK accountants looking to strengthen their international tax knowledge.
US/UK Tax Treaty Mastery (3 CPD hours) provides in-depth guidance on treaty interpretation, withholding requirements, and relief from double taxation. Participants will gain the skills to identify treaty advantages, complete IRS forms with accuracy, and confidently advise clients on cross-border compliance matters. Digital Nomad & Expat Tax Compliance (3 CPD hours) explores the expanding market of globally mobile professionals, focusing on tax residency regulations, foreign earned income exclusions, and UK/US reporting obligations for remote workers and expatriates. ITIN, FIRPTA & W-8BEN-E Specialist Training (2 CPD hours) offers practical, hands-on learning in key U.S. tax procedures, covering Individual Taxpayer Identification Number applications, compliance with the Foreign Investment in Real Property Tax Act, and preparation of withholding certificates. International Corporate Tax Structures (3 CPD hours) provides an in-depth look at advanced planning strategies for multinational clients, including the fundamentals of transfer pricing, controlled foreign corporation regulations, and considerations for cross-border entity selection. All courses meet CPD requirements for major professional bodies, including ACCA’s 40 annual units, ICAEW’s minimum verifiable hours, and the 72-hour, three-year requirement for US Enrolled Agents. Ethical training is embedded throughout to ensure mandatory compliance across all jurisdictions.Our training equips US EAs, CPAs, and UK accountants with the skills to manage US tax withholding rules and apply US/UK tax treaties effectively.
We cover practical topics such as identifying treaty benefits, reducing double taxation, and ensuring IRS compliance for cross-border clients. Through CPD/CE-accredited webinars and live sessions, firms learn how to interpret treaty articles, complete required IRS forms, and advise clients on withholding obligations confidently.
This training helps accountants expand service offerings, minimise compliance risk, and enhance technical expertise while opening new revenue opportunities in international tax advisory without increasing headcount.
Our fully white-label solution empowers accounting firms to broaden their international tax offerings without adding staff or taking on operational risk. We manage the complexities of cross-border work under your brand, providing confidential, professional service that safeguards your client relationships while we deliver the technical expertise in the background.
Service Tiers Available: Essential Support offers telephone and email consultations for simple US/UK tax questions, making it an ideal choice for firms that occasionally work with international clients. The Advisory Partnership provides end-to-end case management, guiding clients from the initial consultation through to the successful completion of complex compliance and planning matters. Full Integration provides dedicated team members who operate as an extension of your practice, joining client meetings and delivering continuous support under your brand.We offer specialized ITIN application assistance tailored for accountants and tax firms supporting clients with U.S. tax requirements.
As IRS-authorised Certified Acceptance Agents (CAAs), we support EAs, CPAs, and UK accountants in simplifying ITIN applications by ensuring accuracy, faster processing, and full compliance. Our services cover identity verification, form preparation, and direct communication with the IRS, helping firms reduce administrative workload. This allows accountants to confidently provide ITIN assistance under their own brand, enhancing client satisfaction and delivering added value without the need for additional in-house resources.
This white-label solution enables firms to seamlessly expand their US tax services while maintaining professional standards and regulatory compliance.
Our CPD/CE-accredited training helps US Enrolled Agents (EAs), CPAs, and UK accountants build expertise in cross-border tax.
We offer expert-led webinars, live sessions, and on-demand courses covering US/UK tax rules, digital nomad tax residency, and international treaty planning. Designed for practical application, our courses reduces compliance risk, improves technical knowledge, and enables firms to serve globally mobile clients confidently.
Learn to interpret US/UK tax treaties, manage withholding obligations, and expand your services without extra headcount. Each course delivers actionable insights to help accounting firms stay ahead of regulatory changes and drive new revenue streams.
Our white-label US/UK tax helpdesk and advisory fulfilment service supports EAs, CPAs, and UK accountants seeking to expand international tax services without hiring additional staff.
We handle complex cross-border tax work—including compliance, advisory, and treaty planning—under your brand, ensuring complete confidentiality and professional delivery.
From client queries to technical advisory, our team works seamlessly as an extension of your practice.
This fully compliant, white-label solution helps firms increase capacity, boost revenue, and deliver specialist US/UK tax expertise without operational risk, letting you focus on client relationships while we manage the technical tax workload behind the scenes.
We provide expert ITIN application support for accountants and tax firms serving clients with US tax obligations.
As IRS-authorised Certified Acceptance Agents (CAAs), we help EAs, CPAs, and UK accountants streamline ITIN applications, ensuring accuracy, faster processing, and full compliance. Our service includes identity verification, form preparation, and direct liaison with the IRS to reduce administrative burdens for firms. Accountants can confidently offer ITIN assistance under their brand, improving client satisfaction and adding value without extra in-house resources.
This white-label solution enables firms to expand US tax services seamlessly while maintaining professional standards and regulatory compliance.
