About · Team

Our team & credentials.

TaxStone's senior practitioners hold ACCA chartered status and IRS Enrolled Agent licences — the two credentials that actually matter for US-UK cross-border work. Here's what each qualification gives you, and how we run engagements.

Why qualifications matter

Anyone can prepare a US tax return. Not anyone can defend one.

US tax preparation is essentially unregulated — there’s no minimum credential to file someone’s return as a paid preparer. The two credentials that change that picture are ACCA on the UK side and the IRS Enrolled Agent license on the US side. Together they mean we’re fully regulated practitioners on both sides of the Atlantic, with the right to represent you in any matter that follows the filing.

This page is the long-form answer to “what makes you different from a US-only preparer” — and the short version is: scope, regulation, and a duty of care that survives the engagement.

TaxStone advisers reviewing a cross-border filing
The credentials

Four pieces of regulation behind every return.

We hold the credentials, follow the codes, and carry the insurance — so the work behind your filing is backed by more than a name on a website.

  • EA

    IRS Enrolled Agent

    The highest credential the IRS awards to tax practitioners. Enrolled Agents can prepare returns and represent clients before any IRS office in any US state — including audit and collection matters. Continuing-education hours required every year.

  • ACCA

    ACCA chartered

    The Association of Chartered Certified Accountants — global UK-based body with 240,000+ members. ACCA regulation requires ongoing CPD, ethical conduct, and a complaints framework that backs every UK-side filing we touch.

  • PII

    Professional indemnity

    Active PI insurance on every engagement covering preparation errors, negligence, and IRS-representation work. Cover and limit available on request — most clients never need it; the insurance is what makes 'we got it wrong' a refund issue, not a litigation issue.

  • OPR

    Circular 230 governance

    Our US-side work falls under the IRS Office of Professional Responsibility — the regulatory body that enforces practitioner standards (Circular 230). It sets the rules for what we can sign, how we represent clients, and what we have to disclose.

  • 20+ yrs
    of cross-border practice across the senior team
  • 2
    qualifications — ACCA + IRS Enrolled Agent
  • 100%
    of returns second-reviewed by an EA before release
  • 48 hrs
    typical response on weekday enquiries
How we run engagements

The non-negotiables, regardless of complexity.

These are the things that don’t bend per client. Whether you’re filing a single 1040 with FBAR or running a Streamlined catch-up with three PFIC elections and a Form 5471, the same five commitments hold.

  • Cross-border filings only — we don't dilute the practice with non-international US returns
  • Plain-English commentary on every position taken on every return we file
  • Fixed fees agreed before any time hits the clock — no open-ended hourly invoices
  • EA representation included on any IRS notice that follows our work, no extra fee
  • Carry-forwards and elections tracked year-on-year so they don't get re-discovered each season
We don’t take on clients we can’t do well by. That’s why we don’t prepare US-domestic returns and don’t take cases outside our scope. The narrower the practice, the better the work.
— TaxStone, on what we’ll and won’t take

Want to talk to one of our Enrolled Agents directly?

A 20-minute scoping call costs nothing and confirms whether your case fits our practice.

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