Discuss joining the Financial Sales Insider tax professional marketplace
Tell us about your CPA or EA firm, the business owners you can help and the work you are prepared to accept.
A useful participation discussion starts with a clear professional profile. Describe the actual people responsible for the work, the services your firm provides and the limits of that scope. Keep professional credentials, industry experience and capacity distinct so the discussion can address each one.
This is a firm participation inquiry. Submitting firm information, agreeing to a service and publishing a profile are separate decisions. Confirm the applicable conditions and what the next step means before making a commitment.
Describe your firm's services and specialisms
Explain the work you want to grow in practical terms. Planning for a practice acquisition, coordinating several operating businesses and preparing a return are different engagement tasks. Describe which your team handles and where another specialist would be needed.
Name the ownership situations and industries you understand. A concise explanation of the decisions your team regularly assesses is more useful than a list of every possible tax topic. Use anonymized descriptions and public material you are entitled to share; leave client names and confidential records out of the inquiry.
If more than one professional would be involved, explain who leads the work and how responsibilities are allocated. The person handling a participation discussion may be different from the practitioner assessing an owner's circumstances.
Provide clear professional information
Include the firm name, responsible professional, credential, issuing jurisdiction and relevant public record details. Use the actual professional names and current information so records can be interpreted correctly.
The IRS explains the different tax-preparer credentials and qualifications [1]. Enrolled-agent status can be checked through the IRS Office of Enrollment process [2]. A credential record and a firm's experience with a particular owner situation answer different questions; neither should be presented as proof of a guaranteed result.
Where work involves state professional requirements or out-of-state practice, explain the basis on which it can be provided. Do not rely on an office address or a broad nationwide-service statement to answer that question.
Explain service areas and working arrangements
State where your firm operates and where it is equipped to assess client work. Distinguish an office clients can visit from remote service coverage. If your team supports an owner with businesses or obligations in several places, describe how that coordination is handled.
Include practical arrangements: local or remote meetings, languages supported, who will handle new inquiries and how much work your team can consider. Describe current capacity accurately instead of implying that every request can be accepted.
Limits can be helpful. A firm may understand an industry while being unable to take on a particular transaction, filing timetable or additional entity. Make those boundaries clear at the outset.
Understand the intended owner audience
Financial Sales Insider's owner focus is established business owners with annual personal income before tax of at least $500,000, preferably $1 million or more. Business revenue, company profit and assets are separate measures. A self-reported range does not independently verify income or establish suitability for a planning strategy.
Describe how your team assesses the work after an owner expresses interest. Relevant expertise, professional authority, timing, capacity and the owner's actual objectives still require attention.
There is no personal-income requirement for a CPA or EA firm to discuss participation. The owner profile describes the intended client audience, not the financial position of a firm's principal.
Confirm participation and profile conditions directly
Ask what is available to your firm, which information would be public and who can approve changes to it. Confirm any review process, participation conditions, commercial terms and ongoing responsibilities in writing.
A listing, a credential check, an active participation arrangement and a purchased acquisition service are different things. Ask which status is being discussed and what supports it. Do not assume that sending an inquiry creates a live profile, a verified badge, an exclusive area or a supply of client requests.
Public descriptions should remain accurate as your services and capacity change. Decide who in your firm can maintain the information and how a change should be communicated. Do not provide testimonials or client material you do not have appropriate permission to use.
Prepare a concise participation inquiry
Include:
- Your firm and the person authorized to discuss participation.
- The responsible CPA or EA and relevant credential details.
- The services, ownership situations and industries your team can assess.
- Office locations and remote-service areas, described separately.
- New-client capacity and any important scope limits.
- The participation questions you want answered.
Use a business summary for the initial inquiry. Keep taxpayer identifiers, account numbers, tax returns and confidential client documents out of it. Detailed review can use an agreed process when needed.
Questions about joining
Can an EA firm express interest?
CPA and EA firms are part of the intended audience. Explain the actual professional credentials, work and service scope. Participation discussions do not establish suitability for every owner or engagement.
Does an inquiry guarantee a listing or client opportunities?
No. Confirm the actual available arrangement and its conditions. An inquiry, a published profile and a commercial service should be addressed separately.
Is participation free or paid?
This page does not set participation prices or promise a free listing. Ask for the current terms that apply to the arrangement your firm is considering.
Tell Financial Sales Insider about your firm
Business owners can describe the tax help they want to discuss.
CPA and EA firms can introduce their expertise, service areas and participation questions.
I run a tax firm and want more clients
Qualify prospective tax planning clients
About this page
Prepared for Financial Sales Insider. Sources checked October 29, 2026. This page supports a participation discussion. It does not certify a firm, establish an engagement, publish a profile or promise leads, appointments or commercial results.
Sources
[1] Internal Revenue Service: Preparer credentials and qualifications. Checked October 29, 2026.
[2] Internal Revenue Service: Verify enrolled-agent status. Checked October 29, 2026.