Resources

Tax Advisor Index resources

Find a specialist, understand how profiles are reviewed, or learn what advisor membership includes. Use the practical buyer guides to prepare for those decisions.

For prospective clients

How to choose a Specialist

Compare situation fit, services, service coverage, and reviewed evidence before contacting a Firm.

How to read reviewed evidence

Understand what public sources support, why review dates matter, and what Authority Status does not claim.

Prepare for an introduction

Share useful fit context while keeping returns, identifiers, and confidential records out of the first request.

Browse Specialist Profiles

Compare published Specialists by fit, tax services, state, and reviewed evidence.

Browse Specialties

Start with the client situation or tax work you need help with.

Get Matched

Review suggested specialists before sharing contact information.

For advisors

For Advisors

How publication, verification, and member services work.

Pricing

Compare firm membership, independent membership, and optional Sponsored Placement.

Submit a Specialist Profile

Send a name, email, and public profile link for research and human review.

Reference

Methodology

How Authority Status, source evidence, and reviewed ordering work.

Disclosure

Sponsored Placement, routing, and platform limitations.

Advisor Workspace

Track Growth Plan actions and submit public evidence for human review.