For advisors
Be found by clients who need your expertise.
Tax Advisor Index turns your Specialties, client fit, services, and public proof into a human-reviewed profile prospective clients can understand.
Make your best work clear
Specialized clients are no longer just searching for "CPA near me." They are asking situation-specific questions about cost segregation, 1031 planning, passive activity rules, multistate compliance, entity structure, sales tax nexus, and industry-specific planning.
Tax Advisor Index brings the Specialty, services, client situations, and evidence scattered across firm bios, LinkedIn, articles, and service pages into one profile clients can evaluate.
Help prospective clients recognize the fit
- 01
Clarify the work you do best
Show the Specialties, client situations, services, and engagement context that define your strongest fit.
- 02
Help clients recognize the fit
Give prospective clients a structured way to assess whether your experience matches their situation.
- 03
Support your position with evidence
Connect public-safe proof to the claims it supports, with source labels and review dates.
- 04
Strengthen your public proof
Turn remaining evidence and profile gaps into practical actions you can reuse across your broader marketing.
Member service
Strengthen your authority over time
Your Authority Growth Plan identifies the next evidence or profile-clarity action worth completing, what acceptable public proof looks like, and how the same work can strengthen your firm bio, LinkedIn presence, speaking materials, proposals, and referral conversations.
01
Know your current position
See the approved Authority Status, reviewed evidence context, and the gaps that matter most.
02
Complete one focused action each quarter
Follow prioritized evidence, profile-clarity, and brand-reuse recommendations with concrete acceptance criteria.
03
Submit proof for review
Share a durable public URL from the private workspace and track it through human review.
What happens after a profile is published
A published profile helps prospective clients discover and understand your expertise. Verified membership adds eligible connection, reporting, and growth tools without changing Authority Status or standard-results ordering.
Where prospective clients can find and evaluate you
Tax Advisor Index is built around high-intent Specialty pages and structured Specialist profiles. Active Verified profiles may also participate in Get Matched and Request Introduction when current fit, data, and routing requirements pass.
Specialty pages
Published profiles appear in high-intent Specialty contexts organized around client situations, services, and planning needs.
Clear comparison context
Specialist, Firm, Specialty, services, evidence, and client situations are connected so people and discovery systems can interpret the profile.
Verified member services
Active verification adds the badge and external links, enables Request Introduction when routing exists, creates Get Matched eligibility when fit requirements pass, and adds reporting.
How profile publication works
01
Submit a name, email, and LinkedIn or website profile.
02
Tax Advisor Index researches public sources and prepares evidence, Specialty, services, and profile drafts.
03
A human reviews sources, facts, Authority Status, and publication readiness.
04
The reviewed profile may be published without payment or a membership badge.
Turn profile visibility into connection and continued growth
Membership is optional. Active verification adds external links, Request Introduction when routing exists, Get Matched eligibility when fit and routing requirements pass, recorded activity reporting, and an Authority Growth Plan. View membership options and pricing.
Publication and verification FAQ
Short answers about profile publication, activation, membership, and paid visibility.
Submit a Specialist Profile
Start with a name, contact email, and LinkedIn or website profile. Tax Advisor Index will research the remaining details and prepare them for human review.