cpazenithCPA Directory

Lead & Referral Disclosure

Last updated: June 6, 2026. We review this page periodically and will note material changes here.

CPAZenith connects users with accounting professionals. We want you to know exactly how the directory makes money and how that does — and does not — influence what you see.

1. How CPAZenith earns money

CPAZenith may receive compensation from listed professionals in any of the following forms:

  • Paid listing or claimed-profile fees for enhanced placement features (photos, services list, lead routing);
  • Per-lead or per-introduction fees when a user submits a consultation request that we route to a participating professional;
  • Sponsored or featured placement fees for prominent placement in certain locations or categories;
  • Sales of paid digital products (templates, guides, resource libraries) directly to users;
  • Affiliate commissions for software and service referrals — see our Affiliate Disclosure.

2. How paid placements are labeled

Listings that are paid placements, sponsored, or featured as a result of a commercial arrangement are labeled as such on the page where they appear (for example, with a "Sponsored" or "Featured" tag). Search ranking signals and editorial inclusion are documented in our internal ranking notes; we do not pretend a paid placement is purely organic.

3. What compensation does not change

  • Verification standards. A "verified" badge is issued based solely on the criteria in our Verification Policy, regardless of whether the professional pays for any service.
  • Review treatment. Reviews are moderated under the Review Moderation Policy without regard to whether the listed professional pays us.
  • Editorial content. Articles, learn paths, and guides reflect our editorial judgment.

4. State-board and AICPA referral rules — your responsibility

Several U.S. state boards of accountancy and the AICPA Code of Professional Conduct (including ET §1.520 and related interpretations) place independent obligations on CPAs and other licensees regarding referral and commission arrangements, including required client disclosures and restrictions on accepting commissions from attest clients. Listed professionals are solely responsible for complying with these rules in their own engagements and for making any required disclosures to their own clients. CPAZenith does not provide compliance advice on these obligations; consult counsel or your state board.

5. Lead handling

When you submit a consultation request, the information you provide is shared with the professional(s) you selected or that match your criteria, and with CPAZenith for service operation, fraud prevention, and analytics. Recipients are required by contract to use that information only to respond to your inquiry. See the Privacy Policy for retention and your rights.

6. No guarantee

Being routed to a professional through CPAZenith is not an endorsement and does not create a professional-client relationship. Engage any professional only after your own due diligence and a written engagement letter.

7. Questions

Email hello@cpazenith.com.