RIAs and wealth management firms connect with verified CPAs and EAs for client tax prep, K-1s from alternative investments, and multi-state HNW returns—without hiring in-house.
Your RIA manages the portfolio—but your clients still need their taxes done, and referring them out risks the relationship. TaxProExchange connects independent RIAs and wealth management firms with verified CPAs and EAs who handle the tax side: multi-state returns, K-1s from alternative investments and private funds, trust and estate filings, and coordination around advisory fee billing and custodian activity.
Every professional in our directory is credential-verified before their profile goes live, so you can bring in tax expertise for a client relationship without adding headcount or building an in-house tax practice. Many are experienced working alongside RIAs and understand the coordination points that matter—cost basis from custodian statements, distributions, and timing around client review meetings.
Search by specialization (trusts & estates, multi-state, partnership/K-1) and state license to find a CPA or EA who fits your client base. Reach out directly, agree on scope and fees, and keep the client relationship yours.
Every professional on TaxProExchange is credential-verified before their profile goes live. We manually check CPA state board records, IRS EA enrollment, and CTEC registration to ensure you’re working with licensed, active professionals.
Learn more about our verification process and why trust is the default on TaxProExchange.
Yes. You introduce the CPA or EA to your client (or stay in the loop, your choice), and they handle preparation directly. You decide how hands-on to be in the relationship.
Many do. Filter by partnership/K-1 specialization and review each profile's experience before reaching out—profiles list specializations like partnership returns, multi-state, and trusts & estates.
Yes. Filter by multi-state/SALT specialization to find CPAs experienced in nexus, apportionment, and multi-state HNW returns.
We manually check CPA state board records, IRS EA enrollment, and CTEC registration before any profile goes live. Only verified, active credentials appear in search results.
Creating a firm account and browsing verified professionals is free. You negotiate scope and fees directly with the professional you choose to work with.
Find verified CPAs and EAs to handle seasonal overflow and peak workload periods without full-time commitments.
Connect with experienced CPAs and EAs for independent review and sign-off on complex returns and client engagements.
Find experienced CPAs and EAs for IRS audits, appeals, collections, and penalty abatement representation.
Connect with CPAs specializing in state and local tax (SALT), nexus, apportionment, and multi-state compliance.
Browse verified CPAs, EAs, and tax professionals with the exact expertise you need.