Connect with Verified Tax Professionals

The trusted network for CPAs, EAs, and tax professionals. Find collaborators for overflow work, niche expertise, mentorship, and review & sign-off.

Verified credentialsFree foreverHundreds of professionals

For Firms

Build your trusted bench of professionals for $10/month. Learn more

Example search
CPA • California • S-Corp Reviews • Accepting work
  • Jordan C., CPAVerified
    S-Corp / Multi-StateCADrake Tax
  • Maya R., EAVerified
    IRS RepresentationTXProConnect
  • Leo P., CTECVerified
    1040 + Sched CCATruss
*Profiles shown are illustrative.
Built by tax pros, for tax pros. Join now to create your professional profile.

Verified Professionals

CPA, EA, and CTEC IDs checked before profiles go live. Trust is the default.

Smart Discovery

Find pros by credential, state, specialization, and availability.

Handoff-Ready

Connect for overflow work, review & sign-off, or IRS representation — payments handled offline.

Mentorship Opportunities

Connect with experienced professionals for guidance or offer mentorship to those starting out.

Curated Events

Join webinars, workshops, and networking events designed for tax professionals.

Simple, Transparent Pricing

Free for individual tax professionals. Affordable for firms.

Individual

Free
$0
Forever free
  • Create your verified professional profile
  • Search and connect with other professionals
  • Access mentorship opportunities
  • Join curated events and workshops
  • Direct messaging with professionals
Join Free

Firm Workspace

Scale Your Team
$10
per month
Everything in Individual, plus:
  • Build your trusted bench of professionals
  • Add team members to manage your bench
  • Categorize professionals by specialty
  • Send invitations to verified professionals
  • Public firm profile page (optional)
  • Collaborative team management
Start Firm Workspace

See How Firms Build Their Bench

Organize and manage your trusted professionals in one place

Smith & Associates CPA Extended Team

Manage your trusted bench of professionals

S-Corp / Partnership
2 members
JC
Jordan Chen, CPA
Los Angeles, CA • Drake Tax
Senior Review Partner

Team note: Goes through returns quickly, great for Q1 surge. Prefers complex K-1s.

AP
Alex Park, CPA
San Francisco, CA • ProConnect
K-1 Specialist

Team note: Available Tue-Fri. Excellent with multi-state apportionment. Usually responds within 2 hours.

IRS Representation
1 member
MR
Maya Rodriguez, EA
Austin, TX • Tax Resolution Pro
IRS Appeals Specialist

Team note: Our go-to for audit defense. Former IRS agent. Expensive but worth it for high-stakes cases.

💡 Preview: This is how your firm's team dashboard will look. Organize professionals by category, add custom titles, and manage your bench efficiently.

How it works

Step 1
Join & Sign In
Sign in with Google to get started.
Step 2
Create Profile
Set up your professional profile with credentials and specializations.
Step 3
Connect & Collaborate
Search, filter, and message other professionals. Handle scope and payment off-platform.
Step 4
Grow & Learn
Access mentorship and attend events to expand your expertise and network.

Ready to Connect?

Join TaxProExchange today and start building your professional network. Create your profile, get verified, and connect with other tax professionals.

FAQ

Do you process payments or hold funds?

No. TaxProExchange is a connection-only platform. Professionals handle contracts and payments off-platform.

How do you verify credentials?

We manually check state CPA boards, IRS EA enrollment, and CTEC registration before profiles are visible.

Is it free?

Yes for individuals — forever. Tax professionals can join free, create profiles, and connect with others at no cost. Firms pay $10/month to access team workspace features and build their trusted bench.

Can clients use this?

This is built for professionals only: CPAs, EAs, and registered preparers who need collaboration and referrals.

What about mentorship and events?

Beyond the directory and job board, we offer mentorship matching and curated events like webinars and workshops to help you grow professionally.

Why did you start this web app?

This explains it best.