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Join the Tax Professional Directory

If you think about your clients’ whole lives, not just this year’s return, we’d love to hear from you. Tell us about your practice and we’ll follow up about a profile in the directory.

Tell Us About Your Practice

These questions match what clients see in the directory: services, client types, meeting style, ideal client size, and rates.

About you

Where prospective clients can book an introduction.

Practice location

List any other states, or write Virtual Nationwide if you serve clients anywhere.

Your practice

Professional type(Required)
Select all that apply.
For example: CPA, EA, with license or PTIN details.
Services you offer(Required)
Select all that apply.
Client types you work with(Required)
Select all that apply.
Meeting style(Required)
Are you accepting new clients?(Required)
For example: households with $250K to $1M income, or businesses under $5M revenue.
Shown as a rating on your profile.

Your profile

50 to 100 words on how you approach tax planning.
One or two sentences for your directory card.
250 to 500 words, optional now. We can help you refine it.
Confirmation(Required)
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