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

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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

Choose Your Partnership Model
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🎓 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.

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.