How TaxProExchange Verifies Professionals

Trust and transparency are the foundation of our platform. Here's exactly how we verify credentials and maintain professional standards.

Our Verification Process

1

License Checks Against Official Registries

We verify CPA licenses through State Boards of Accountancy, Enrolled Agents through the IRS EA Directory, CTEC preparers through the California Tax Education Council, and attorneys through State Bar associations.

2

Manual Review with Evidence Screenshots

Our team manually reviews each credential submission. We take screenshots from official registries and store them internally as proof of verification. No automated-only verification here.

3

Fast Takedown if Flagged with Credible Evidence

If a listing is reported with credible evidence of fraudulent credentials or misconduct, we investigate immediately and can remove profiles within 24 hours pending review.

4

Only Verified + Opted-In Profiles Are Publicly Listed

Professionals must pass verification and explicitly opt-in to public listing. We respect privacy and don't list anyone without their consent.

Badge Legend

✓ Verified

License verified against official state or IRS registries

🎓 CPA

Certified Public Accountant - State Board verified

📋 EA

IRS Enrolled Agent - verified via IRS public directory

📊 CTEC

California Tax Education Council - verified via CTEC registry

⚖️ Attorney

Licensed attorney with tax practice - State Bar verified

🔍 Pending

Verification in progress - not yet publicly listed

Official Registry Lookups

We verify credentials against these official sources. You can independently check any professional's license:

🏛️

CPA State Boards

Verify CPA licenses by state

Click to visit registry →
🇺🇸

IRS Enrolled Agent Directory

Search for enrolled agents authorized by the IRS

Click to visit registry →
🌴

CTEC Registry

California Tax Education Council registered preparers

Click to visit registry →
⚖️

State Bar Directories

Verify attorney licenses by state

Click to visit registry →

Built With

🔐
Clerk
Authentication & User Management
🛡️
Supabase
PostgreSQL Database with RLS
🔒
Vercel
Hosting & HTTPS

Enterprise-grade security and reliability

What We Don't Do

  • ✗No payment processing: We don't handle money or take a cut of your transactions. Connect and negotiate directly.
  • ✗No client file exchange in-app: We're a discovery and connection platform, not a file-sharing or practice management system.
  • ✗No automated-only verification: Every credential is reviewed by a human to prevent fraud.
  • ✗No selling your data: We never sell your information to third parties. See our Privacy Policy.

Data Minimization & Privacy

We only collect what's necessary for verification and professional networking:

  • Credential type and license number (verified against official sources)
  • Professional name, firm name, and contact information (only if you opt to share publicly)
  • Service areas and specializations (for search and matching)

We do not require Social Security Numbers, bank account details, or sensitive client information. Your verification evidence (license screenshots) is stored securely and never shared publicly.

Report a Profile

If you believe a profile contains fraudulent credentials, misleading information, or violates our terms, please report it immediately. We take all reports seriously and investigate within 24 hours.

📧 Report via Email

Please include the profile URL and a description of the issue. Evidence (screenshots, links to official registries) helps us act faster.