Join the HelpMeDoTaxes.com Professional Network

For CPAs • Enrolled Agents • Tax Attorneys • Licensed Preparers

Turn tax questions into paying clients — without cold outreach.

HelpMeDoTaxes.com connects educated, high-intent taxpayers with licensed tax professionals through a secure, consent-based lead marketplace.

Apply / Create Account Tax Pro Login

No subscription required. Buy only the leads you want. Built with fiduciary-grade trust in mind.

Why professionals join

Verified intake

Structured requests, categorized by need.

Leads come from guided forms and educational content — not random “price shoppers.”

Consent-based contact

Built for compliant outreach.

Each request includes contact consent, timestamps, and disclosure links.

Location control

Choose the markets you serve.

Filter by state/city and lead type so you’re not wasting time on misfit leads.

Dashboard + tracking

Manage leads in one place.

View open leads, claim leads, and track your purchased leads in your dashboard.

How it works

1) Apply & verify

Tell us who you are and your credentials.

Provide your license type and details (CPA / EA / Attorney / PTIN). We may request verification as your account grows.

2) Choose your leads

Only claim clients you want.

Filter by service area, topic, and urgency. Claim leads directly through the marketplace.

3) Connect & convert

Reach out and run your process.

You contact the taxpayer directly. You set your fees, scope, and engagement terms — always.

Example leads (what you’ll see)

Self-Employment Taxes

Dallas, TX • Urgency: Medium

“First year 1099 income. Unsure about quarterly estimates and deductions.”

Small Business1099Quarterly

Est. engagement: $400–$1,200Tier: Standard

IRS Letter / Notice

Austin, TX • Urgency: High

“Received IRS notice (CP). Need help understanding response options.”

IRS NoticeResponseTime-sensitive

Est. engagement: $750–$2,500Tier: Premium

Filing Status Help

Remote • Urgency: Low

“Recently married. Unsure whether MFJ or MFS impacts credits and withholding.”

W-2Filing StatusCredits

Est. engagement: $150–$500Tier: Basic

Examples shown are illustrative. Lead details and estimated engagement value will vary.

Pricing (transparent & simple)

Basic

Simple returns & common questions

Examples: W-2 filing help, filing status, dependents, basic credits.

$15–$30

per lead (range)

Standard

Small business & higher-touch scenarios

Examples: 1099 income, deductions, schedule C, quarterly estimates.

$40–$90

per lead (range)

Premium

Notices, disputes, audits, resolution

Examples: IRS letters, audit support, collections, resolution strategy.

$120–$250+

per lead (range)

Want exclusive-only leads? That’s the default model we recommend to protect professional trust.

Who can join (credential-focused)

Eligible professionals

We focus on licensed and credentialed services.

CPAs (state-licensed)
Enrolled Agents (IRS-credentialed)
Tax Attorneys (bar-licensed)
PTIN holders / licensed preparers (where applicable)
Bookkeeping & tax-adjacent services (limited categories)

What we ask for

Simple onboarding now, stronger verification as you scale.

License type + number (CPA/EA/Attorney/PTIN)
Issuing state (if applicable)
Service areas + specialties
Agreement to compliance & marketplace terms

Compliance & legal grounding (fiduciary-safe positioning)

Consent + disclosures

Contact permission is captured at intake.

Taxpayers affirm consent to be contacted by one or more tax professionals. Disclosures and links are presented at submission.

Platform role

We provide introductions — not tax advice.

HelpMeDoTaxes.com is an educational and referral platform. Professionals independently determine scope, fees, and engagement terms.

Professional responsibility

Built for fiduciary-grade trust.

Professionals must operate within their license scope, comply with confidentiality obligations, and follow applicable IRS rules (including Circular 230 where relevant).

This page is informational and does not constitute legal advice. Consult counsel to finalize policies for your jurisdiction and operating model.

FAQ

Do you guarantee lead volume?

No — and we’re transparent about it.

Lead availability varies by location, seasonality, and traffic. We’re building supply and demand responsibly — quality over hype.

Are leads shared or exclusive?

Exclusive-first marketplace.

We recommend exclusive ownership to protect professional trust and reduce consumer confusion. If shared options are added later, they will be clearly labeled.

Can I set my own pricing and engagement?

Yes — always.

You are an independent professional. You control scope, fees, contracts, and your client relationship.

Do you offer refunds?

Define a clear refund policy for invalid leads.

Refund eligibility should cover invalid contact info, duplicates, or fraud signals. Your final policy is defined in the marketplace terms.

Ready to join?

Join the network and start claiming leads in your area.

Create your account, add credentials, choose service areas, and you’re live.

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By creating an account you agree to our Terms of Service, Privacy Policy, Lead Purchase Agreement, and Tax Professional Signup Agreement.

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Join the marketplace and start claiming qualified leads.

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