How it works - Advisors

Get Expert Advice from a Certified TaxDome Advisor

Trust your books and accounting to a suitably expert Certified TaxDome Advisor from the TaxDome Advisor Directory

Get Expert Advice from a Certified TaxDome Advisor
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Why should you use the TaxDome Advisor Directory?

The TaxDome Advisor Directory links you with top-rated experts in accounting, bookkeeping, payroll, tax planning and advisory services across the country. You can find a pro who knows your sector and provides valuable advice and personalized solutions. It is an opportunity to get help from a qualified expert locally and remotely.

What is a TaxDome Advisor?

A TaxDome Advisor is a certified independent professional with deep knowledge of the accounting industry, who is reviewed and approved for listing in the Directory by TaxDome. They apply their valued expertise and personal experience to help you achieve bigger financial goals as a business and an individual.

What is a TaxDome Advisor?
How will you benefit from a dedicated Advisor?

How will you benefit from a dedicated Advisor?

  • Work with an advisor experienced in your industry
  • Benefit from tailor-made expert advice and guided implementation
  • Get someone who is proactive about boosting your financial results

How can you find your Advisor?

How can you find your Advisor?

Explore by location, service name or the most viewed services

How can you find your Advisor?

Sort results by the most viewed, by name from A-Z or by name Z-A

How can you find your Advisor?

See if they work locally and/or remotely

How can you find your Advisor?

Based on your needs, choose an advisor located or offering services in your area

To find your perfect match, go through the advisor’s profile, website, company details and reviews, and message them directly through the profile interface. The expert is on their way!

Need help?

Don’t hesitate to contact us.

Don’t hesitate to contact us.

FAQ

How can I find the right Certified TaxDome Advisor for me?

While all TaxDome Advisors possess a sound understanding of the accounting industry and implementation methodologies, some match best with certain types of clients. Here are some possible considerations for your search:

  • Experience & Specialties — It is important that the Advisor has experience with your specific needs. Define your needs, ask prospective Advisors how they’d approach those needs, and how they’ve implemented the same solutions for other clients.
  • Brand & Resources — Explore the websites, online profiles and published resources of prospective Advisors. Does their experience appeal to you? Do the messages resonate?
  • Principles & Rapport — Regardless of workflow, you want a long-term, dependable partner as your TaxDome Advisor. A healthy, mutually rewarding partnership will hinge on shared principles and natural chemistry. Beyond qualifications, be sure that you find genuine enjoyment in conversing with prospective Advisors.
How are the Directory results sorted?

The Directory results can be sorted by most viewed, by name from A-Z or by name Z-A.

What’s the process for working with a TaxDome Certified Advisor?

Every TaxDome Advisor has a unique workflow, but most will generally follow this procedure:

  • You start by sending a message via the Send message button in the Advisor’s profile.
  • You’ll then hold an introductory conversation, where the Advisor will learn about your specific needs.
  • The Advisor will follow up with a formal proposal.
  • Depending on your preferences, you’ll either develop your workspace together or the Advisor will develop it independently.
  • Once developed, you’ll likely hold at least one training session.
What do TaxDome Certified Advisors charge?

You and your potential advisor negotiate the rates and the means of payment independently of TaxDome – TaxDome does not charge you for using the Directory.

TaxDome Advisors structure their fees in a variety of ways: some bill hourly, while others charge for specific deliverables. Some package consultations with courses and templates, but others are entirely à la carte.

There’s a TaxDome Advisor for every budget. To avoid wasting time, be sure to ask about pricing and clarify your budget from the start by sending a message through the Advisor’s profile.

I have more questions. Do you have more answers?

Don’t hesitate to contact us.