IRS PTIN database, state CPA boards, and Google Maps — not Apollo or ZoomInfo.
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[01] Discover
300K+ tax preparation businesses.
Almost none appear in Apollo or ZoomInfo.
Apollo and ZoomInfo are built for enterprise software accounts. Independent tax preparers and small CPA firms are licensed through the IRS PTIN system and state CPA boards — not LinkedIn. Traditional B2B databases have almost zero coverage of independent tax practices.
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 Apollo
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 Apollo was never designed to surface.
[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.
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