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Quick Start

Enter your domain. Get plays tailored to your business.

We'll analyze your site and suggest the best leads to go after

[01] Discover

300K+ tax preparation businesses.
Almost none appear in traditional lead gen tools.

Independent tax preparers are registered through the IRS PTIN system and licensed by state CPA boards. That's public, searchable data — but no B2B tool indexes it. These practitioners live on Google Maps and referral networks, not LinkedIn.

0K+

Tax preparation businesses in the US

independent preparers, EA firms, and CPA practices

0%

Are owner-operated small practices

one decision-maker, no buying committee

< 0%

Have usable data in traditional databases

completely off the radar of standard tools

< 0 min

To build your target list

any city, credential type, or firm size

[02] Research

AI agents that find tax preparers where
the IRS actually tracks them.

Tax preparers aren't in B2B databases. They're in the IRS PTIN public directory, state CPA and EA licensing boards, Google Maps, and Yelp. Origami searches these sources in real time, finding business owners, credentials, specializations, and growth signals that traditional databases were never designed to surface.

ResearchingIndependent tax preparation businesses in Chicago with 4+ stars and 50+ Google reviews
Sources
Google Maps
IRS PTIN Directory
IL CPA License Board
IRS EA Roster
Google Reviews
Yelp Financial Services
Indeed & LinkedIn Jobs
Growth Signals
0/8 sources scanning...
Qualified Results4 leads · 6 columns
Score
Firm
Location
Staff
Reviews
Signal
1
97
LS
Lincoln Square Tax Services
Chicago, IL
6
4.9 ★ (312)
Hired 2 preparers for tax season
2
95
WP
Wicker Park Tax Pros
Chicago, IL
4
4.8 ★ (247)
New PTIN registrations filed
3
93
SL
South Loop Accounting
Chicago, IL
8
4.9 ★ (342)
Opened second office location
4
91
LG
Logan Square Tax Group
Chicago, IL
5
4.7 ★ (198)
Added bookkeeping services

[03] Capabilities

Find your ideal tax preparation prospect.
Qualified list in under 2 minutes.

IRS PTIN directory, a public, searchable database

The IRS maintains a public directory of all Preparer Tax Identification Number (PTIN) holders. Origami searches it by city and zip code to find every registered tax preparer in a market, data that no B2B database replicates.

State CPA and enrolled agent license boards

CPAs and Enrolled Agents are licensed through state boards and the IRS. Origami cross-references these registries to verify credentials, identify independent practice owners, and surface newly licensed practitioners.

Tax season hiring as a buying signal

Tax prep firms that post jobs for preparers, bookkeepers, or office staff in Q4-Q1 are growing. Origami monitors job boards to flag firms actively expanding, the strongest signal of a business investing in its operations.

Google and Yelp reviews for qualification

A tax prep firm with 50+ reviews and a 4.7+ rating has a loyal client base and real revenue. Review volume, star rating, and response patterns help you identify the highest-value practices before outreach.

Frequently asked questions.

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