Terms of use

By using Preparer Index you agree to these terms. They are deliberately short.

No professional advice

Nothing on this site constitutes legal, tax, or accounting advice. The directory is a research tool, not a substitute for engaging a qualified professional. Before relying on any preparer listed here, verify their credentials independently with the IRS, the appropriate state Board of Accountancy, or the relevant state bar.

No endorsement

Listing on Preparer Index does not imply endorsement, certification, or recommendation. Listing order on any state, city, or specialty page is not an endorsement, ranking, or quality signal.

Acceptable use

You may browse the directory for personal or business research purposes. Automated scraping, bulk downloads, or republication of the directory’s contents is not permitted without prior written consent. The underlying source data (the IRS PTIN holders public extract) is publicly available directly from the IRS if you require a bulk dataset.

Liability

The directory is provided “as is.” To the maximum extent permitted by law, Preparer Index disclaims all warranties and is not liable for any damages arising from your use of the site or your reliance on any listing.

Governing law

These terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws principles.