Frequently Asked Questions
Clear answers about our role and the professional-matching process.
Is TaxBridge Leads a CPA firm?
No. TaxBridge Leads is an independent lead-generation and professional-matching platform. It is not a CPA or accounting firm.
Do you provide tax or accounting advice?
No. We do not provide professional tax, accounting, legal, investment or financial advice. Independent third-party professionals provide those services.
How does matching work?
You provide your service needs and contact information. Where appropriate, your request may be shared with an independent professional who may contact you.
Does submitting a request guarantee a professional?
No. A request does not guarantee availability, acceptance, pricing, results or any particular professional relationship.
What information should I submit?
Provide only information needed to describe your request. Do not submit Social Security numbers, passwords, bank account information, payment-card information or other highly sensitive information.
Will my request be shared?
Where relevant to the requested service, information may be shared with participating independent professionals for matching or contact purposes, subject to our Privacy Policy and applicable requirements.