Sponsored visibility
Professionals can be shown near relevant form education pages once advertising review, disclosures, and placement rules are approved.
Professional network
Specialized paperwork creates demand for specialized help
Tax Paperwork is starting with self-file software. The next professional layer is a carefully reviewed network for CPAs, EAs, and tax attorneys who serve customers with gift tax, entity election, residency certification, and fiduciary startup questions.
Planned tracks
Advertising first, marketplace later
Referral routing
Unsupported cases can route users toward finding their own qualified professional without sending return data through Tax Paperwork.
Reviewed returns later
CPA, EA, or attorney-reviewed filings require engagement terms, professional verification, liability allocation, and customer consent before any return data is shared.
Who fits
Professionals who already handle edge-case paperwork
Form 709
Simple gifts stay self-file. Gift splitting, GST, trusts, real estate, private-company interests, and tax-due cases need a professional path.
Forms 2553 and 8832
Owners often need filing mechanics after advice. Professionals can help with the underlying tax choice and state-specific consequences.
Estate starter packets
Executors and trustees need clean paperwork, but role, authority, and fiduciary-duty questions are professional territory.
Data boundary
Do not send client SSNs, TINs, return PDFs, project files, addresses, gift details, or privileged communications to the professional partnerships inbox. This channel is for provider interest and business development only.