How Our US/UK Tax Advisors Help US Realtors with British Clients Buying Real Estate Property

Avoid IRS and HMRC Penalties with Expert Cross-Border Tax Guidance

You’ve worked hard to build your reputation as a trusted US Realtor. The last thing you need is a British client facing unexpected tax bills, penalties, or legal complications because their US property purchase wasn’t structured correctly.

Right now, British interest in US real estate is climbing fast. According to National Association of Realtors data, UK citizens made up 4% of all foreign purchases of US residential real estate from April 2024 to March 2025, representing approximately $2.0 billion in transaction volume with a median purchase price of $494,400. With foreign buyer purchases surging 44% from the previous year, you have more opportunities than ever to serve international clients.

But here’s the challenge: every British buyer of US property faces a maze of IRS withholding rules, HMRC reporting requirements, and entity structuring decisions that could cost them tens of thousands of dollars if handled incorrectly. Your clients are counting on you to protect their investment, not just find them the perfect property.

Your Path Forward: Three Simple Steps

Step Action Description
Step 1: Get Your Free FIRPTA Analysis Book a Complimentary Consultation Schedule a 45-minute consultation at internationaltaxesadvice.com. We’ll review your client’s purchase contract, calculate potential FIRPTA exposure, and outline three entity options, including their tax implications for each.
Step 2: Receive Your Custom Protection Plan Detailed Action Plan Within 48 Hours You’ll receive a tailored report covering entity structuring, ITIN application, withholding strategies, and dual-jurisdiction filing requirements, everything your client needs before closing.
Step 3: Ongoing Compliance Support Quarterly IRS & HMRC Reviews We conduct quarterly reviews to ensure clients remain compliant with IRS and HMRC rules, safeguarding their investments in the long term.

The Real Cost of Getting It Wrong

You’ve seen the excitement on your British clients’ faces when they find their dream Florida beach condo or California investment property. But without proper tax planning, that excitement can quickly turn to frustration, stress, and significant financial loss.

Here’s What Happens Without Expert Cross-Border Tax Guidance:

Your client purchases a $800,000 property in Florida. When they sell it three years later for $950,000, the title company withholds 15% of the entire sale price, that’s $142,500—under FIRPTA regulations.

Even though their actual taxable gain was only $150,000, they’ve lost nearly their entire profit to withholding. Without filing the correct forms, they may never see that money again. The IRS refund process takes 6-12 months, and many foreign investors simply give up, leaving tens of thousands of dollars on the table.

Meanwhile, HMRC requires UK tax residents to report this US rental income on their UK tax return. Your client now faces potential double taxation—paying tax to both the IRS and HMRC on the same income. Without proper treaty relief coordination, they could lose 30-40% of their rental profits to combined taxation.

And if they structured their purchase using the wrong entity type? An LLC that seemed simple at closing has now triggered additional penalties because HMRC treats it as an opaque entity, resulting in unnecessary double taxation.

The emotional toll is just as severe: Your client feels confused, overwhelmed, and worried they’ve made a costly mistake. They may blame you for not warning them. Your reputation takes a hit. Future referrals dry up.

What Success Looks Like Instead:

When you work with Optimise Accountants before your British client’s closing, everything changes:

✓ FIRPTA withholding reduced from 15% to as low as zero through proper pre-closing certificates
✓ Entity structure fine-tuned to minimize liability and prevent double taxation
✓ Treaty relief claimed so income is taxed only once, not twice
✓ Full IRS and HMRC compliance maintained without stress or confusion
✓ Your reputation is protected as the Realtor who goes the extra mile
✓ Referrals flowing from grateful clients who avoided costly mistakes

Your clients keep more of their money. They trust you completely. You sleep better knowing you’ve protected them from day one.

If You Wait or Ignore Cross-Border Tax Planning If You Partner with Optimise Accountants Now
15% FIRPTA withholding may never be reclaimed, clients lose tens of thousands Tax is properly structured so refunds are secured within 4-6 months
British clients face double taxation under both IRS and HMRC Treaty relief ensures income is taxed once, not twice
You risk professional liability if withholding is mishandled Full compliance documentation protects you legally
Entity formation errors expose your clients to lawsuits A proper LLC or C-Corp structure protects client assets
Clients feel confused, frustrated, and may blame you Clients feel confident, protected, and grateful


 

The Three Problems Every Realtor Faces with British Buyers Selling Property

Problem #1: FIRPTA Withholding Is More Complicated Than It Looks

You know that FIRPTA requires 15% withholding on property sales by foreign persons. But here’s what catches most Realtors off guard: that 15% is calculated on the gross sale price, not the gain.

According to recent IRS audit data, 23% of FIRPTA audit findings involve noncompliance or underwithholding, leading to penalty assessments against both withholding agents and foreign sellers. The IRS assessed approximately $128 million in additional tax and penalties during 2024 alone related to FIRPTA withholding failures.

The hidden danger: If you or the title company fails to withhold properly, you could be held personally liable for the tax owed. And if the required FIRPTA payment isn’t made through EFTPS (Electronic Federal Tax Payment System) after September 30, 2025, thousands of dollars in penalties may apply.

Problem #2: Wrong Entity Choice Creates Years of Tax Headaches

Your British client asks: “Should I buy this property in my personal name, through an LLC, or a corporation?”

Most Realtors suggest an LLC because it “provides liability protection and is simpler.” But for UK tax residents, that simple LLC can trigger double taxation.

According to Blick Rothenberg, HMRC treats most US LLCs as opaque entities, meaning the LLC itself is taxed in the UK, and then distributions to the investor are taxed again—potentially losing personal tax reliefs and incurring additional US withholding tax. For a $12 million investment, modelling showed LLC ownership could result in up to $1.2 million higher annual tax costs compared to proper structuring.

Problem #3: Dual Reporting Requirements Create Compliance Nightmares

Your British client must file tax returns in both countries:

If clients delay filing, IRS late penalties can reach up to 25%, plus interest that accrues after day 21. HMRC adds £10 daily penalties for up to 90 days, with additional penalties scaling based on the tax owed. Missing a jurisdiction’s deadline can trigger penalties in both jurisdictions.

Protect Your Client Now – Book Your Free Consultation →

Our Services: Your Complete Cross-Border Tax Protection Menu

We’ve structured our services specifically for US Realtors working with British property buyers. Each service addresses a critical pain point in the transaction process:

Service What It Is Key Benefit
FIRPTA Withholding Assistance We prepare Form 8288-B before closing to reduce or eliminate the 15% withholding, and coordinate post-sale refund claims through Form 1040-NR. Clients keep their capital instead of waiting months for IRS refunds, often recovering $40,000–$100,000+ that would otherwise be tied up.
Entity Structuring Consultation We analyse LLC, C-Corporation, and UK SPV options based on your client’s specific tax residence, investment timeline, and asset protection needs. Prevents double taxation and reduces annual tax costs by 20–30% through proper entity selection and treaty benefits.
ITIN Application Support Expedited Individual Taxpayer Identification Number (ITIN) applications are required for all US tax filings by foreign persons, processed through our IRS-certified Acceptance Agent status. Obtain an ITIN in 6–8 weeks instead of 6+ months, avoiding delays in closing.
Dual Jurisdiction Compliance Coordinated preparation of US Form 1040-NR and UK Self Assessment returns, with foreign tax credit benefits and treaty elections. Eliminates double-taxation risk and ensures clients are fully compliant in both countries, without overlap or gaps.
Treaty Relief Planning Strategic application of US–UK Income Tax Treaty provisions through Form 8833 and HMRC treaty claims to minimize withholding and prevent double taxation. Income is taxed in only one jurisdiction when possible, preserving 15–25% of gross income that would otherwise be lost to double taxation.
Review Service Ongoing monitoring of rental income, estimated tax obligations, and changing regulations affecting your client’s US property investment. Proactive compliance prevents surprise tax bills, penalties, or filing failures, protecting your client’s long-term investment.

Why British Clients Are Investing in US Property Right Now

Understanding your British clients’ motivations helps you serve them better and shows why proper tax planning is more vital than ever.

Applications for UK citizenship by Americans increased 30% in the year ending March 2025, reaching the highest level in two decades. At the same time, interest from US buyers in UK property reached an eight-year high, with a 19% year-on-year increase in enquiries from US-based clients.

This cross-border movement means more of your British clients are already familiar with property ownership challenges, currency fluctuations, and the complexities of international taxation. They’re looking for expertise and reassurance, not more confusion.

Your British clients typically fall into three categories:

Category Description
Category 1: UK-Based Investors Seeking US Rental Income These investors aim to diversify geographically and benefit from higher rental yields in markets such as Florida, Texas, and Arizona. Many are also seeking dollar-denominated income as a hedge against volatility in the pound.
Category 2: British Expats Planning US Relocation Individuals moving to the US for work, retirement, or lifestyle reasons who need their new home to make financial sense. They are particularly concerned about avoiding tax mistakes during their relocation.
Category 3: Dual Citizens Managing Property in Both Countries People who own or inherit property in both the US and UK, facing complex compliance and tax coordination requirements across both jurisdictions.

All three groups share the same fears: unexpected tax bills, confusing paperwork, double taxation, and the nagging worry that they’re missing something important. Your role is to give them confidence that their investment is protected.

Your Client’s Essential Pre-Purchase Checklist

As a US Realtor, you can’t give tax advice—but you can ensure your British clients address these five critical items before closing. Share this checklist during your initial consultation to demonstrate your expertise and protect both parties:

  1. Confirm Tax Residency StatusYour client’s tax residence (US vs UK) determines which country has primary taxing rights, access to treaty benefits, and filing requirements. This single factor affects every other tax decision.Action step: Connect your client with Optimise Accountants to determine residency under both IRS and HMRC rules before moving forward.
  2. Register for an ITIN EarlyThe IRS requires an Individual Taxpayer Identification Number (ITIN) for all foreign persons filing US tax returns or claiming FIRPTA refunds. Standard processing takes 6+ months, which can delay refunds or create filing problems.Action step: As an IRS-certified Acceptance Agent, we fast-track ITIN applications to 6-8 weeks, keeping your transaction timeline on track.
  3. Choose Entity Structure CarefullyThe difference between direct ownership, an LLC, and a C-Corporation can change your client’s tax liability by 20-30% annually, affect lawsuit protection, and determine estate tax exposure.Action step: Schedule an entity structuring consultation before signing the purchase contract—changing structure after closing is expensive and complicated.
  4. Calculate True Rental EconomicsYour British clients need to understand that rental expenses deductible for IRS purposes may not be deductible for HMRC purposes. Depreciation rules differ dramatically, and currency fluctuations can create taxable gains even when the property value hasn’t changed.Action step: Request a rental income tax projection covering both jurisdictions before your client commits to the purchase.
  5. Plan Exit Strategy from Day OneFIRPTA withholding of 15% applies at sale—but can often be reduced to 10% or zero with advance planning. Recovery of excess withholding takes 6-12 months and requires proper filing.Action step: Build FIRPTA planning into the purchase strategy so your client maximizes their net proceeds when they eventually sell.

Five Mistakes That Cost British Buyers Thousands

Every week, we meet British property buyers who made one of these costly mistakes—mistakes that could have been avoided with early planning. Learn from their experiences:

Mistake #1: Assuming “The Title Company Will Handle the Tax Stuff”

What happened: A British investor purchased a Texas rental property for $650,000 and sold it two years later for $725,000. At closing, the title company withheld 15% under FIRPTA, $108,750 even though their actual capital gain was only $75,000.

The emotional impact: “I felt sick when I saw that withholding amount on the settlement statement. I thought the title company would help me reduce it, but they said it was too late—the forms needed to be filed before closing. I lost over $30,000 because I didn’t know that.”

How to avoid it: File Form 8288-B with the IRS at least 30 days before closing to request reduced withholding based on actual tax liability, not gross proceeds.

Mistake #2: Choosing an LLC Without Understanding UK Tax Treatment

What happened: A UK-resident investor set up a Florida LLC to hold three rental properties, thinking it would provide liability protection and pass-through taxation. Later, his UK accountant explained that HMRC treats his LLC as an opaque entity, creating double taxation—the LLC is taxed as a company, and then distributions are taxed again personally.

The emotional impact: “I felt betrayed. Everyone in the US said LLCs were the best option for rental properties. Nobody mentioned that HMRC would treat it completely differently. Now I’m paying an extra £15,000 per year in taxes that I didn’t need to pay.”

How to avoid it: Consult with a dual-qualified US/UK tax advisor before forming any entity to ensure the structure works efficiently in both jurisdictions.

Mistake #3: Missing ITIN Application Deadlines

What happened: A British client purchased a California property and needed to file Form 1040-NR to claim a FIRPTA refund. She applied for an ITIN on her own, but the IRS processing time was 8 months. By the time she received her ITIN, she had missed the filing deadline and was subject to late penalties.

The emotional impact: “I was so frustrated. I had done everything right, kept all my receipts, calculated my taxes correctly but I couldn’t even file my return because I was waiting for a stupid number. The penalties wiped out half my refund.”

How to avoid it: Work with an IRS-certified Acceptance Agent who can expedite ITIN applications and coordinate with your tax return filing deadlines.

Mistake #4: Ignoring State-Level Taxes

What happened: A British investor focused entirely on federal tax planning for his New York City rental property. He was shocked to learn that New York State and New York City both impose additional income taxes on nonresidents adding nearly 10% to his tax bill on top of federal taxes.

The emotional impact: “I felt like I kept getting hit with surprise after surprise. Every time I thought I understood the tax picture, another layer emerged. I started doubting whether the investment was even worth it.”

How to avoid it: Request a comprehensive tax analysis covering federal, state, and local taxes during your pre-purchase consultation. Tax burdens vary dramatically by state; Florida and Texas have no state income tax, and California, New York, and Hawaii impose significant additional taxes.

Mistake #5: Failing to Coordinate Filing Deadlines

What happened: A British couple filed their US tax return on time but forgot about their UK Self Assessment deadline. HMRC imposed daily penalties of £10 for 90 days, then a penalty equal to 5% of the tax due. Between the penalties and interest, they paid an extra £4,200.

The emotional impact: “We were so focused on getting our US filing right that we completely lost track of the UK deadline. It felt overwhelming trying to manage two completely different tax systems with different forms, different years, and different rules.”

How to avoid it: Use a dual-filing coordination service that manages both US and UK deadlines, ensures treaty relief is claimed properly, and prevents penalties in both jurisdictions.

Start Saving Your Clients Money Today – Book Free Consultation →

Real Results: How We’ve Protected British Property Buyers

Case Study 1: Recovering $40,000 in FIRPTA Withholding

Client situation: A British investor worked with a Florida Realtor to sell a condo purchased three years earlier for $675,000. The sale price was $800,000, generating a capital gain of $125,000.

The problem: The title agent automatically withheld 15% of the full sale price under FIRPTA regulations, that is $120,000, even though the actual taxable gain was much less. The client was devastated, thinking he’d lost nearly his entire profit.

Our solution: We immediately prepared Form 1040-NR claiming treaty relief under Article 13 of the US-UK Income Tax Treaty. We documented the client’s adjusted basis, calculated the actual capital gains tax owed (approximately $25,000 at the 20% long-term rate plus 3.8% net investment income tax), and filed for a refund of the excess withholding.

The outcome: Within six months, the client received a $65,000 refund check from the IRS. We also coordinated his UK Self Assessment filing to claim foreign tax credits for the US taxes paid, preventing double taxation.

Client testimonial: “I thought I’d made a terrible mistake selling the property. When I saw $120,000 withheld at closing, I was sick to my stomach. Optimise explained that FIRPTA withholding doesn’t equal final tax liability; it’s just a deposit. They recovered most of it, and I ended up netting far more than I expected. I only wish I’d known about them before the sale so we could have reduced the withholding upfront.”

Key lesson: Pre-closing FIRPTA planning prevents cash flow problems. Post-closing refund claims recover over-withholding. Both approaches save clients significant money.

Case Study 2: Saving $18,000 Annually Through Proper Entity Structuring

Client situation: A Texas Realtor assisted a UK client in purchasing a rental property in Austin for $1.2 million. The client initially planned to purchase directly in his personal name.

The problem: Direct ownership would expose the client to three major risks: (1) unlimited personal liability if a tenant sued him, (2) full exposure to US estate taxes (with only a $60,000 exemption for nonresident aliens versus $13.61 million for US persons), and (3) complex tax reporting across both jurisdictions without asset protection.

Our solution: We restructured the purchase through a C-Corporation before closing. This provided several benefits:

The outcome: Through well-planned depreciation schedules, proper expense allocation, and treaty-based dividend planning, the client saved approximately $18,000 annually in combined US and UK taxes compared to direct ownership. Over a 10-year holding period, that’s $180,000 in tax savings.

Client testimonial: “I almost bought the property in my own name because it seemed simpler. My UK accountant was worried about US legal exposure, but my Texas Realtor didn’t know how to help. Optimise explained the C-Corporation structure in language I could understand—how it would protect my family if anything went wrong, and how it would actually reduce my taxes every year. The structure costs about $3,000 per year to maintain, but I’m saving six times that amount. It’s been the best financial decision I made.”

Key lesson: Entity selection isn’t just about taxes—it’s about comprehensive asset protection, succession planning, and peace of mind. The right structure pays for itself many times over.

Your British Client’s Journey from Confusion to Confidence

Phase 1: Discovery – Understanding Your Risk (Weeks 1-2)

Where your client is: Excited about the US property opportunity but worried about unknown tax consequences, complex regulations, and making costly mistakes.

What happens:

Phase 2: Action – Protecting Your Investment (Weeks 3-6, before closing)

Where your client is: Ready to move forward but needs a clear plan to minimize taxes, avoid penalties, and set up compliant structures.

What happens:

Phase 3: Peace of Mind – Ongoing Compliance and Benefits (Quarterly, ongoing)

Where your client is: Property purchased successfully; now needs to stay compliant, minimize taxes, and plan for eventual sale or inheritance.

What happens:

The transformation: Your client goes from overwhelmed and fearful to confident and protected—with a clear understanding of their tax obligations, structured entity, and expert support at every stage.

Due Diligence Essentials: What You Need to Know

Due Diligence Item Key Rule Who It Affects Deadline/Threshold Authority
FIRPTA Withholding 15% on gross sale proceeds All British sellers of US property On the closing date IRS regulations
US Tax Return Filing Form 1040-NR for rental income and capital gains All foreign owners with US-source income April 15 (June 15 for nonresidents abroad) IRS filing requirements
UK Tax Return Filing Self-assessment reporting worldwide income All UK tax residents January 31 following the tax year HMRC foreign income rules
Late Filing Penalty (US) 5% per month, up to 25% of tax due Any taxpayer missing the IRS deadline After due date + extensions IRS penalty guidelines
Late Filing Penalty (UK) £10 per day (90 days), then 5% of tax Any taxpayer missing the HMRC deadline After January 31 HMRC penalty structure
ITIN Application Required for all US tax filings by foreign persons All British clients without an SSN Before the first tax return due IRS regulations
State Income Tax Varies by state; 0% to 13.3% Nonresident property owners in 43 states Varies by state State revenue departments
Estate Tax Exposure 40% on US assets above $60,000 Nonresident aliens owning US property At death IRS estate tax rules

Strategic Questions You Should Ask Your British Clients

These questions help you understand your client’s full situation and demonstrate your expertise as a Realtor who cares about their complete success:

“Are you currently a UK tax resident, or are you planning to move to the US?”
This determines which country has primary taxing rights and affects entity selection, FIRPTA exposure, and treaty access.

“Do you plan to rent this property, use it personally, or both?”
Different usage patterns trigger different IRS reporting requirements. Personal use may limit deductions; rental use requires detailed expense tracking.

“What’s your expected holding period—long-term investment or shorter flip?”
Holding period affects capital gains rates, entity choice, and FIRPTA planning strategies. Long-term holdings benefit from C-Corp structuring; shorter holds may benefit from LLCs.

“Do you own other US assets or expect to inherit US property?”
Combined US assets affect estate tax exposure. The $60,000 exemption for nonresident aliens applies to total US property, not per property.

“Have you consulted with a UK accountant about this US purchase?”
Many UK accountants aren’t familiar with US tax rules. You need an advisor qualified in both jurisdictions—not separate advisors who don’t coordinate.

“Do you understand how FIRPTA withholding works when you eventually sell?”
Most British buyers don’t realize 15% of the sale price (not the gain) will be withheld at closing unless they plan ahead. This knowledge helps set realistic expectations.

“Are you concerned about lawsuit exposure or personal liability?”
Entity structuring isn’t just about taxes, it’s also about protecting your client’s UK assets from US legal judgments if a tenant or visitor sues.

Frequently Asked Questions from British Property Buyers

Do UK citizens pay US tax on rental income from US property?

Yes, rental income received by UK citizens is subject to US tax. It’s typically taxed as Effectively Connected Income (ECI), allowing deductions for expenses when you make the election, reported on Form 1040-NR. Without the election, rental income is taxed at a flat 30% rate with no deductions allowed.

What is FIRPTA and how does it affect UK citizens selling US real estate?

FIRPTA (Foreign Investment in Real Property Tax Act) requires withholding of 15% of gross sale proceeds when a foreign owner sells US property. The seller may recover excess withheld tax after filing Form 1040-NR, but the buyer is liable for remittance to the IRS within 20 days.

Do I have to file tax returns in both the UK and the US for US rental income?

Yes. Rental profits must be declared on both US (Form 1040-NR) and UK (Self Assessment with SA106 foreign income pages) tax returns. The US gets primary taxing rights under the US-UK Income Tax Treaty, but you must report the income in the UK and claim double tax relief for US federal and state taxes already paid.

How are capital gains from selling US property taxed for UK citizens?

US capital gains on property are considered ECI, with federal rates up to 20% (plus the 3.8% net investment income tax), plus state tax if applicable, plus FIRPTA withholding. Gains must also be reported in the UK where residential property gains may be taxed at 28%. Double tax relief applies, but exchange rate differences and differing allowable deductions can create UK residual tax liability.

Can UK citizens structure US real estate ownership through companies or trusts?

Yes, but ownership via entities (corporations, trusts, LLCs) triggers complex compliance, reporting, and potential anti-avoidance rules in both jurisdictions. The structure impacts withholding, estate tax exposure, annual filings, and whether HMRC views the entity as transparent or opaque. Expert dual-jurisdiction advice is essential before formation.

What ongoing US compliance requirements exist for UK owners of US property?

Beyond annual US tax filings for rental income or gains, owners must comply with FIRPTA on sales, file estate tax returns if US assets exceed $60,000 in value, and possibly adhere to FATCA/FBAR reporting if holding property via foreign entities or accounts.

Are US estate and gift taxes relevant for UK citizens owning US real estate?

Yes. US estate tax applies to nonresident aliens with only a $60,000 exemption and rates up to 40% on US-situs assets. This is dramatically lower than the $13.61 million exemption for US persons. Pre-structuring through entities, trusts, or treaty planning may help mitigate exposure.

How does depreciation differ between the US and the UK?

The US allows depreciation and other expense deductions, often significantly reducing taxable rental income. The UK does not allow depreciation, resulting in more taxable profit on the UK return and potentially less double tax relief. This creates a mismatch requiring careful coordination.

Get Your Free British Buyer’s Complete Tax Checklist →

Your Next Steps: Protecting Your Clients and Your Reputation

You became a Realtor to help people find their dream homes—not to navigate complex international tax regulations. But when you’re working with British buyers, cross-border tax planning isn’t optional. It’s essential for protecting your client’s investment and your professional reputation.

Here’s the reality: Your British clients are already overwhelmed with property searches, financing decisions, and moving logistics. The last thing they need is surprise tax bills, confusing IRS forms, and double taxation eating away at their profits. They’re counting on you to guide them to trustworthy experts who can protect them.

That’s where we come in. At Optimise Accountants, we’ve built our practice specifically to support US Realtors and British property buyers through every stage of the transaction. Led by Simon Misiewicz (FCCA, ATT, EA, MBA), a UK Chartered Certified Accountant and U.S. Enrolled Agent, we combine dual-jurisdiction expertise that most firms can’t match.

What Makes Optimise Different:

Dual Qualification: Our team holds professional certifications in both countries—UK Chartered Accountant (FCCA), Chartered Tax Adviser (CTA), and US Enrolled Agent (EA). We don’t just understand both systems; we’re licensed to practice in both jurisdictions.

Realtor-Focused Service: We designed our process specifically for US Realtors working with international buyers. We provide clear, written guidance you can share with clients, we respond quickly to time-sensitive questions, and we coordinate closely with title companies and closing attorneys.

Proactive Planning: We don’t wait until problems arise. We structure transactions correctly from the beginning—reducing withholding, entities, and preventing compliance failures before they happen.

Transparent Pricing: No surprise bills. We provide fixed-fee quotes for common services and clear engagement letters outlining exactly what’s included.

Three Ways to Start Protecting Your British Clients Today:

1. Book Your Free FIRPTA Analysis
Get immediate clarity on your client’s withholding exposure, entity options, and compliance requirements. We’ll review purchase contracts, calculate potential tax liability, and outline three recommended strategies—all within 45 minutes at no charge.

Schedule Your Free FIRPTA Analysis →

2. Download Our Free Resources
Access our British Buyer’s Complete Tax Checklist, FIRPTA Withholding Calculator, and LLC vs C-Corp Decision Guide—valuable tools you can share with clients to demonstrate your expertise.

Get Your Free Cross-Border Tax Resources →

3. Schedule a Quarterly Partnership Call
If you regularly work with international buyers, let’s create an ongoing relationship. We’ll provide you with educational materials, quick-reference guides, and priority response times for time-sensitive questions.

Become a Preferred Realtor Partner →

About Simon Misiewicz: Your Dual-Qualified Cross-Border Tax Expert

Simon Misiewicz, FCCA, ATT, EA, MBA, is a UK Chartered Certified Accountant and US Enrolled Agent who has dedicated his career to helping international property investors navigate complex cross-border tax regulations.

Professional credentials:

What this means for you: Simon holds the highest professional credentials in both the US and UK, meaning he can represent clients before the IRS, coordinate with HMRC, and provide authoritative guidance that most firms simply cannot match. His dual qualification eliminates the risk of receiving conflicting advice from separate US and UK advisors who don’t coordinate.

Simon founded Optimise Accountants specifically to serve the growing population of US-UK cross-border investors, expats, and businesses. He understands firsthand the frustration of navigating two separate tax systems with different rules, different forms, and different deadlines.

Simon’s mission: “Every British buyer should be able to invest in US property with confidence, knowing their tax exposure is minimized, their entity structure is optimized, and their compliance is handled correctly in both jurisdictions. My goal is to remove the fear and confusion from cross-border transactions.”

Learn more about Simon and the Optimise Accountants team at internationaltaxesadvice.com.

Start Protecting Your British Clients Today

The British buyers you work with trust you to guide them through one of the biggest financial decisions of their lives. Don’t let hidden tax complications undermine that trust or jeopardize their investment.

Whether your client is closing next month or just starting to explore US property markets, early tax planning makes all the difference. Every day you wait increases the risk of costly mistakes that could have been prevented.

Take the first step now: Schedule your free 45-minute FIRPTA analysis and custom protection plan consultation. We’ll give you and your client clarity, confidence, and a roadmap to successful cross-border property ownership.

Book Your Free Consultation Now →

Optimise Accountants Limited provides professional tax advisory services to US Realtors and British property investors. We are not attorneys and do not provide legal advice. For entity formation documents and legal contracts, please consult a qualified attorney licensed in your state.