A Trusted Referral Partner for International Complexity

If you are a CPA or EA with a client who has cross-border U.S. tax exposure, I can take on the technical international scope while preserving your client relationship and communication standards.

FORTUNE 100 FEATURE
10+ YEARS AT PLANTE MORAN · GRANT THORNTON · DEAN DORTON
FILED IN ALL 50 STATES

What I Take On

  • FBAR and FATCA filing analysis
  • Forms 5471 and 5472 support
  • Foreign-owned U.S. business reporting
  • Treaty-position and cross-border compliance sequencing
  • Penalty-aware remediation for missed prior-year filings

When the engagement requires it, I can also handle the full return package (individual or business) so the international layer and core filing stay aligned.

How Referrals Work

  • Step 1: You send a brief issue summary and timeline.
  • Step 2: I scope technical requirements and required forms.
  • Step 3: We align communication expectations and handoff points.
  • Step 4: I execute international scope and provide clean status updates.
  • Step 5: If preferred, we coordinate final return integration with your office.

You can stay as lead advisor or choose a split-scope model based on your client preference.

Confidentiality and Referral Protection

I treat referral partner trust as an operating requirement, not a marketing line. Client information is handled under strict confidentiality, and I do not run broad outreach to referred clients outside the agreed engagement scope.

Where needed, we can align on non-solicitation expectations in writing before kickoff. The objective is simple: deliver technical quality without creating relationship risk for the referring advisor.

Full Return, Handled End-to-End: If your client needs more than a single international form, I can handle the entire U.S. return package, including federal, state, and related international forms, so execution is consistent from start to filing.

Refer a Client

Email a short summary to tajma@qorritax.com or call (224) 331-1717. I will respond with scope, timeline, and next steps.

Start a Referral Inquiry