I work with a select group of accounting firms and independent advisors who need a reliable international tax specialist for client overflow. If your clients have cross-border complexity, I can handle the technical scope while you stay in the relationship.
Over a decade at Plante Moran, Grant Thornton, and Dean Dorton means your clients get big-firm international tax depth with direct, personal communication — and you stay informed every step of the way.
Start a Referral Conversation
Most generalist tax firms encounter international tax complexity a few times per year. Forms 5471, 5472, FBAR, FATCA, GILTI, and cross-border structuring are highly technical, time-consuming, and high-penalty-risk if done wrong. Rather than turn the client away or guess at the forms, refer the international scope to a specialist who has done this work at Plante Moran, Grant Thornton, and Dean Dorton.
I am selective about partner relationships. Quality over volume.
I do not solicit referred clients for services beyond the agreed scope. I do not market directly to your clients or build a competing relationship. If a referred client later approaches me independently for broader work, I disclose the prior referral relationship and defer to your preference on how to proceed.
Where appropriate, we can formalize this in a simple written referral agreement before the first engagement begins.
You decide how involved you want to be. Some referral partners want detailed status updates at each milestone. Others prefer a single deliverable at completion. Either model works. You set the expectation at kickoff and I maintain it throughout the engagement.
If something unexpected comes up mid-engagement - a new form requirement, a penalty situation, or a client complexity that was not disclosed upfront - I contact you before acting.
I review every application personally. I am looking for advisors who serve clients with genuine international complexity - not one-off situations, but recurring cross-border needs that benefit from a standing specialist relationship.
To apply, email the following to tajma@qorritax.com with subject line "Referral Partner Application":
I will respond within one business day with either an introduction call invitation or a follow-up question.
Your client is a U.S. LLC or C-Corp with a foreign parent or 25%+ foreign ownership. Form 5472 is required. You have not filed it before. The penalty for missing it is $25,000 per form per year - automatic, no notice required.
Your client is a U.S. citizen living abroad, a foreign national working in the U.S., or someone in a transition year with dual-status complexity. FBAR, FATCA, treaty positions, and FEIE elections require specialist handling.
Your client received an inheritance from a foreign parent, holds accounts at a foreign bank, or owns shares in a foreign corporation. FBAR, Form 8938, Form 3520, and Form 5471 may all be in play - often without the client knowing.
Email a brief introduction or call directly. I will tell you within 24 hours whether your clients are a fit for what I do.
