For advisors
Make your specialist tax expertise easier for prospective clients, search, and AI to understand
Built for prospective clients first, structured for modern discovery systems. Tax Advisor Index turns Specialty focus, firm context, services, and source evidence into a clearer specialist profile.
Private review before publication or payment.
Why this matters now
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.
If your Specialty, services, and evidence are scattered across firm bios, LinkedIn, articles, and service pages, you can be harder to evaluate even when your expertise is strong.
What Tax Advisor Index creates for you
Structured specialist profile
A clear public profile for your Specialty, services, firm context, and source-backed positioning.
Source evidence summary
Public-safe links and materials that support the profile, plus gaps to strengthen before publication.
Client-fit positioning
The situations, client types, and planning needs where your expertise is most relevant.
Search/AI-readable context
Clear relationships among Specialist, Firm, Specialty, services, source evidence, and canonical profile URLs.
What you see before anything goes live
The private preview reduces advisor risk before publication. You review the proposed public profile before publication or payment, then approve the profile, request edits, submit more public-safe evidence, defer publication, or decline.
Before publication, each accepted profile is reviewed for Specialty fit, public-safe source evidence, profile clarity, and advisor approval.
How prospective clients find and evaluate your profile
Tax Advisor Index is built around high-intent Specialty pages, structured Specialist profiles, Get Matched, and direct Request Introduction delivery. The goal is to make specialist expertise easier to understand and evaluate.
Specialty pages
Accepted profiles appear in high-intent Specialty contexts organized around client situations, services, and planning needs.
Search-ready profile structure
Specialist, Firm, Specialty, services, source evidence, and client situations are organized in a crawlable, machine-readable format.
Get Matched and Request Introduction
After a confirmed request, the firm Contact receives the inquiry, the selected Specialist is copied, and the prospective client receives confirmation.
How joining works
01
Submit firm and specialist details.
02
Tax Advisor Index reviews fit and source evidence.
03
Receive a private profile preview.
04
Approve the profile and pay after acceptance.
05
Profile goes live; membership and Profile Tenure begin.
Pricing summary
Payment is requested only after private review, acceptance, and profile approval. Membership begins when the accepted public profile goes live.
Firm Membership
$2,000/year
Includes firm profile and up to 2 accepted Verified Specialist profiles.
Additional Verified Specialist
$1,000/year
For each additional accepted client-facing specialist.
Sponsored Placement
Starting at $1,500/year
Optional, quoted separately, and subject to Specialty fit and inventory.
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.
Profile review FAQ
Short answers to the questions advisors usually ask before requesting a private review.
Request a Private Profile Review
See how Tax Advisor Index structures specialist expertise for prospective clients and discovery systems before publication or payment.