Advisor application

Request a Private Profile Review

Use the guided application to share firm context, Specialist profiles to review, practice fit, and the public profile anchors Tax Advisor Index uses for evidence discovery.

Payment is requested only after private review, acceptance, and profile approval. Membership begins when the accepted public profile goes live.

Step 1 of 6

Firm and contact

Step 1Firm and contact

Firm and contact

Start with the firm and review contact Tax Advisor Index should use for the private review.

Firm nameFirm websiteFirm cityFirm stateContact nameContact emailYour role

What happens after submission

What your private review includes

Draft specialist profile
Specialty positioning
Client-fit notes
Source evidence summary and gaps
Pricing after acceptance

Pricing after acceptance

Firm Membership is $2,000/year and includes up to 2 accepted Verified Specialist profiles. Additional Verified Specialists are $1,000/year. Optional Sponsored Placement starts at $1,500/year and is quoted separately. Approved prospects can approve and pay online.

Sponsored Placement quotes are valid for 7 calendar days from issuance. Slots are held for 3 calendar days from issuance, and a slot hold expiring does not automatically expire the quote.

View Pricing

Submission scope

Do not submit confidential client information. Public URLs, public-safe examples, and firm-approved materials are enough to start.