🎓 CPD Training & White-Label US/UK Tax Services for Accountants & Advisors

Simon Misiewicz is a Dual-qualified (US: EA, CAA, UK FCCA, ATT, MBA) with 20+ years’ experience helping firms retain international clients and unlock new revenue streams.

Americans and British moving to Spain need to understand the tax implications of becoming tax residents, which include being taxed on their worldwide income by Spain. This can lead to potential double taxation, although tax treaties exist to help mitigate this issue. It’s essential to grasp the differences in tax rates and social security contributions to avoid unexpected liabilities and ensure compliance with both countries’ tax laws. American taxes are much lower than that in Spain.

Expert-Led CPD Training & White-Label Tax Solutions — Built for UK Accountants & Tax Advisors & US CPA / EA Tax Preparers

Visual representation of specialist services for US Enrolled Agents, CPAs, and UK accountants, including CPD-accredited tax training, US tax withholding and treaty application support, ITIN application assistance via Certified Acceptance Agents (CAA), and white-label tax advisory fulfilment. The image conveys how firms can expand international tax services, stay compliant, and increase revenue without additional headcount through expert-led training, streamlined processes, and fully branded support solutions tailored to cross-border tax needs.

 

Optimise Accountants delivers CPD/CE-accredited tax training and white-label advisory services tailored for UK accountants / tax advisors, US Certified Public Accountants (CPAs), Enrolled Agents (EAs), and international tax professionals.

âś” CPD Training: US/UK Tax, Digital Nomads, Treaty Planning

âś” Tax (US Tax ID) withholding & US/UK tax treaty understanding & application

âś” ITIN Application Support & CAA Services

âś” White-Label Helpdesk & Tax Advisory Fulfilment

We Help Accounting Firms Grow — Without Losing Clients to Competitors

78% of UK firms refer US tax work away—and lose clients in the process. We help you keep that revenue in-house with training and fulfilment that protects your reputation.

Our team is dual-qualified in the UK and US (EA, FCCA, ATT, MBA) and offers compliant solutions for ITINs, 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
  • đź’Ľ Serve clients across borders without compliance risk
  • 📊 Add new service lines without expanding headcount
Illustration showing how UK accounting firms can stop referring US tax work away by partnering with dual-qualified tax experts (EA, FCCA, ATT, MBA). The image represents CPD/CE-accredited training, white-label tax fulfilment, and cross-border compliance support for ITINs, FIRPTA, US expats, and international property owners. Visual elements highlight team upskilling, outsourcing under your brand, risk-free cross-border service delivery, and adding new revenue streams without increasing headcount—helping firms protect client relationships and build sustainable growth through fully compliant, in-house tax solutions.

Choose Your Partnership Model

 

 

🎓 CPD Training

Webinars, live sessions, and recorded courses for your team. CPD-accredited. Custom topics available.

🏷️ White-Label Services

We fulfil your international tax work. Branded client deliverables. Fully compliant & discreet.

🤝 Joint Ventures

Revenue-share models are available for larger firms or associations. Support with sales, delivery, and client engagement.

Visual summary of services for US EAs, CPAs, and UK accountants: CPD-accredited tax training through webinars, live sessions, and recorded courses; white-label tax fulfilment delivering branded, compliant client work under your firm’s name; and joint venture partnerships offering revenue-share models, sales support, and client engagement solutions for larger firms and professional associations. The image represents how accounting practices can expand service offerings, enhance technical expertise, and grow revenue streams while maintaining compliance and client trust across international tax matters.

Get Started Today - Book a Call

Q&A - International Tax Planning

White-label US/UK tax training allows your firm to deliver CPD/CE-accredited courses under your own brand without building the material yourself. We create and deliver the training; you keep the client relationship and the branding.

White-label US/UK tax training allows your firm to deliver CPD/CE-accredited courses under your own brand without building the material yourself. We create and deliver the training; you keep the client relationship and the branding.

Many UK firms refer US tax work to external providers, losing revenue and client trust. With our CPD training, your team learns how to handle ITIN applications, FIRPTA withholding, W-8BEN-E LOB memos, and other cross-border tax needs—so you retain the work and strengthen client relationships.

Our team is dual-qualified with EA (IRS Enrolled Agent), FCCA, ATT, and MBA credentials, giving us 20+ years’ experience in UK and US tax. We’re authorised to deliver IRS CE credits and UK CPD training for accountants, tax advisors, and firm owners.

Yes. With our white-label tax fulfilment, we handle complex US/UK tax work—including expat filings, international property taxes, and corporate structures—while all deliverables carry your firm’s branding.

You can book a strategy call. We’ll help you choose the right training modules or outsourcing model to grow your revenue without hiring extra staff.