What LA Trusted Professionals checks—and what it does not.

Match the exact person, firm, and jurisdiction

The review begins with the professional name, firm or entity, role, office, and jurisdiction. Similar names, an old biography, or an address match are not enough. The record must identify whether the page describes an individual, a firm, or both.

A CPA license is checked at the issuing state board or regulator. A New York license does not become a New Jersey license, and an individual license does not prove that every firm registration or permit is in place.

Label each fact by source type

Direct regulatory records are recorded with the source and checked date. Firm websites and professional biographies are attributed to the publisher. Applicant documents remain document-on-file unless an authoritative source independently confirms the same fact.

Claims about experience, client counts, transactions, outcomes, insurance, security, geographic reach, and specialty need their own support. If support is absent, the claim is omitted or shown as unresolved rather than upgraded through repetition.

Keep status separate from evidence collection

Collecting or reviewing information does not by itself create an LA Trusted Professionals label. Any future label needs an approved definition, evidence version, reviewer, approval date, renewal date, limitations, and commercial disclosure.

No badge, seal, aggregate rating, ranking, or outcome statement appears in the accountant pilot pages. The pilot profile states its current source position directly.

Protect financial and health information

Public pages and general email should not receive tax returns, bank data, payroll files, patient information, client lists, credentials, or other sensitive records. A reviewed secure workflow, limited access, retention and deletion rules, and the correct contractual safeguards must come first.

When accounting services require access to protected health information, the dental practice and service provider must determine whether business-associate obligations apply before disclosure.

Dental-practice owners can use the dental practice accounting guide and readiness checklist to prepare non-sensitive scope and data questions before an accountant conversation.

Refresh, correct, or remove

A dated source check is not permanent. Material changes, license restrictions, conflicting evidence, an expired document, or a correction can trigger earlier review. A public status, if later approved, needs its own renewal rule and accountable reviewer.