How It Works

A simple professional-matching process

TaxBridge Leads helps people take the first step toward finding an independent tax or accounting professional.

1

Tell Us What You Need

Complete the request form with your contact details, ZIP code, service type and a short description.

2

We Review Your Request

We review the information for matching purposes and determine what type of independent provider may be relevant.

3

Professional Contact

Where appropriate, your request may be shared with an independent provider who can contact you about the requested service.

What happens after you submit?

A submission is a request for professional options, not a guarantee that a provider will accept the request or that a particular service will be available.

Your information matters.

Do not submit Social Security numbers, passwords, bank details, payment-card information or other highly sensitive information through the form.

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