Project | Digitive

Full name *

Email address *

Phone number *

Country of residence *

State *

Are you currently based in the United States? *

How many years of experience do you have in personal finance, tax, or related advisory work? *

Which area(s) of personal finance best describe your expertise? (Select all that apply) *

Personal tax (1040 preparation, tax planning, capital gains)Investments & retirement (portfolios, 401(k), IRA, asset allocation)Comprehensive financial planning (budgeting, cash flow, debt, goals)Estate planning (non-attorney: estate/gift tax, trusts, beneficiary planning)Debt & life events (student loans, mortgages, credit counseling, 529 plans)Equity compensation & self-employed finances (RSUs, stock options, freelancer cash flow)Other

Do you hold any of the following certifications or designations? (Select all that apply)

What is your current or most recent job title? *

Please briefly describe your professional background and the types of clients or cases you've worked with (e.g., individual taxpayers, retirees, high-net-worth families, self-employed individuals). *

Do you have experience advising individual clients or households (as opposed to only corporate/business clients)? *

What is your availability for ongoing remote work? *

Resume or CV (PDF or Word document)

Is there anything else you'd like us to know about your expertise or experience?

I confirm that all information provided is accurate and I am interested in contributing as a personal finance expert with Digitive. *

Your eligibility

Requirements not yet met:

Are you currently based in the United States?
Do you have experience advising individual clients or households (as opposed to only corporate/business clients)?
I confirm that all information provided is accurate and I am interested in contributing as a personal finance expert with Digitive.

Personal Finance & Tax Experts – US-Based Contributors

Cookie Policy