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Tax Advisor Index

Pricing

Turn your profile into a way for clients to connect.

Profiles may be published without payment; Verified membership adds client connection tools, reporting, and an Authority Growth Plan without changing Authority Status, fit, evidence, score, or earlier ordering factors. Membership Tenure may resolve only a final exact tie.

Annual options

Choose the ideal fit

Firm Membership

$2,000per year

Or 3 monthly payments of $700 ($2,100 total)

Activates a Verified Firm and up to 2 Verified Specialist profiles.

Best for: Firms that want a shared membership for the firm and up to 2 Specialists.

Firm add-on

Additional Verified Specialist

$1,000per year

Adds each active Specialist beyond the 2 included with Firm Membership.

Best for: Member firms adding Specialists beyond the included Firm allowance.

Independent Specialist

$1,500per year

Or 3 monthly payments of $525 ($1,575 total)

Activates the selected Specialist without changing the status of the Firm or other profiles.

Best for: One Specialist who wants member services without activating the Firm.

Sponsored Placement

Starting at$1,500per year

Optional, disclosed paid visibility for active Verified profiles where Specialty fit and inventory support it.

Best for: Verified members seeking disclosed visibility in an eligible Specialty.

Member services

Firm and Independent Specialist memberships include the same core services. Firm Membership covers the firm and up to 2 Specialists.

Verified badge

Stored Website and LinkedIn links

Request Introduction when routing exists

Get Matched eligibility when reviewed fit requirements pass

Quarterly activity reports

Ongoing Authority Growth Plan

Private factual-correction requests and history

For the advisor-value story and a closer look at the Authority Growth Plan, visit For Advisors.

Explore member value

From profile to payment

The secure activation flow shows the reviewed profile and the terms and price for the selected membership scope before checkout.

Find a published profile
  1. 01

    Choose a membership scope

    Select Firm Membership or Independent Specialist membership from the secure activation flow.

  2. 02

    Choose how to pay and confirm terms

    Review the live profile, choose annual-upfront or three monthly payments, confirm inquiry routing, and accept the exact annual membership schedule before payment.

  3. 03

    Complete the first payment

    The first successful payment starts the one-year membership term and member services. Later installments collect the remaining balance without extending that term.

Pricing FAQ

Submit or activate a Specialist profile

Submit a profile for research and human review, or find an existing published profile to request secure activation.

Your shortlist

Saved only on this device. 0 of 3 places used.

Only Specialists currently able to receive introductions can be shortlisted.

Add one more Specialist to compare.