CPA Marketplace

Join the TaxOptix CPA network

Get matched with small businesses that already have their financials in QuickBooks and are looking for specialty tax work — cost segregation, R&D credits, QBI planning, and qualified retirement plans.

• • Create a marketplace profile with your firm details and specialties.
• • Submit your license, PTIN, and E&O insurance for diligence review.
• • Once approved by TaxOptix, you're eligible to receive lead introductions.

The marketplace is currently review-only. Approved CPAs will be visible to the TaxOptix specialist team for matching; a public directory will follow.