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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 preparers.
Almost none are in traditional databases.

The owner of a two-person tax prep firm in Tulsa has an IRS PTIN registration, a state CPA license, and a Google Maps listing. What they don't have is a ZoomInfo profile. If you sell to independent tax professionals, you need to search where they actually register to practice.

0K+

Tax preparers in the US

CPAs, enrolled agents, and solo preparers

0%

Are owner-operated

sole proprietors who are the only decision-maker

< 0%

Have usable data in traditional databases

invisible to standard B2B prospecting tools

< 0 min

To build your list in Origami

any city, any credential type, any growth signal

[02] Research

AI agents that find tax preparers where
they actually get clients.

Tax preparers aren't on LinkedIn. They're on Google Maps, the IRS PTIN public directory, state CPA boards, and review platforms. Origami's AI agents search these sources in real time, pulling firm details, owner credentials, PTIN status, and growth signals that traditional databases were never designed to surface.

ResearchingCPA firms in Dallas, TX with 4+ stars and 50+ Google reviews
Sources
Google Maps
IRS PTIN Directory
TX State Board of CPAs
Google Reviews
BBB Listings
AICPA Directory
Indeed & LinkedIn Jobs
Growth Signals
0/8 sources scanning...
Qualified Results4 leads · 6 columns
Score
Firm
Location
Staff
Reviews
Signal
1
97
LS
Lone Star Tax Group
Dallas, TX
7
4.9 ★ (312)
Hired 2 new preparers in Feb
2
95
PR
Preston Road CPA
Dallas, TX
5
4.8 ★ (241)
Added bookkeeping + payroll
3
93
UT
Uptown Tax Advisors
Dallas, TX
4
4.9 ★ (198)
New EA credential: 1 preparer
4
91
DE
Deep Ellum Tax Co.
Dallas, TX
3
4.8 ★ (167)
Expanded into estate planning

[03] Capabilities

Find your ideal tax preparer.
Qualified list in under 2 minutes.

IRS PTIN registry as the source of truth

Every paid tax preparer is required to register with the IRS and obtain a PTIN (Preparer Tax Identification Number). This public directory is one of the most accurate, up-to-date sources for finding active tax professionals, and Traditional databases have never touched it.

State CPA boards for credential verification

Every CPA is licensed by their state board. Origami searches these registries directly, pulling owner names, license numbers, CPA status, disciplinary history, and firm affiliation that standard B2B databases completely miss.

Service expansion as a buying signal

A tax firm that recently added bookkeeping, payroll, or CFO advisory services is growing beyond seasonal tax prep. Origami surfaces these service expansions as signals that the practice owner is investing in tools and infrastructure.

Review velocity to find thriving practitioners

A CPA firm with 200+ Google reviews and strong recent review growth is winning new clients year-round, not just during tax season. Use review count, rating trends, and response rate to identify practitioners scaling their practice.

Frequently asked questions.

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