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Tax and accounting

Find a CPA or tax professional with credentials and scope made visible.

Tax and accounting titles do not all mean the same thing. A useful profile helps people distinguish licenses, IRS enrollment, firm role, service focus, and the limits of public information.

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01

Verification signals

The proposed standard may use state accountancy records, IRS enrolled-agent status where applicable, firm identity, and declared industry focus.

  • CPA license or enrolled-agent status
  • Firm and role
  • Service and industry focus
  • States or client types served
  • Compensation and engagement context
02

Keep confidential facts out of public intake

Tax returns, Social Security numbers, account numbers, payroll records, and legal entity documents require an approved secure workflow—not a public form.

03

Questions to bring

Ask who signs the work, what records are required, how deadlines are tracked, what is included in the engagement, and how tax advice is documented.

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