For Professional Referrers

Send us the client. We'll take it from here.

We represent business owners, global families and expats, and taxpayers with significant IRS exposure — audits, foreign account penalties, large collection matters, refund claims, and complex tax positions. If you have a client who fits, and you trust our work, we make the referral easy.

Send me the client →
No commission structure to sign up for. No affiliate program to join. Just send the client.

What Happens Next

1

You send us the client

Fill out the short form below with the client's name and best contact, plus your name and email so we can close the loop with you.

2

We contact the client within 24 hours

By email first, then phone if needed. Our team is trained to make the first conversation feel like a continuation of the relationship you already have with the client, not a cold intake.

3

We keep you informed

When the client engages us, you get an email. When the matter closes, you get an email. You never have to chase us for updates.

4

We treat your client the way you treat your clients

This is the promise that matters most. Your reputation traveled with the referral. We'll protect it.

Send the Referral