Disclosure
How Tax Advisor Index handles trust and disclosure
A reference page for Sponsored Placement, reviewed ordering, introduction delivery, public-safe evidence, profile control, and professional limitations.
Core scope
Payment is requested only after private review, acceptance, and profile approval. Membership begins when the accepted public profile goes live unless accepted written terms say otherwise.
Sponsored Placement affects disclosed visibility within Tax Advisor Index surfaces only. It does not improve Authority State, source evidence, client fit, or reviewed ordering.
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.
Accepted specialists do not need Sponsored Placement to be visible. Verified Specialist profiles appear in Reviewed Specialists, Specialty pages, Specialist profiles, Firm profiles, Get Matched, and Request Introduction when fit supports it.
External search engines and AI systems decide what they display. Tax Advisor Index focuses on profile clarity, structure, source evidence, and machine-readable context.
Do not submit confidential client information. Tax Advisor Index does not provide tax, legal, financial, accounting, or investment advice.