IRS PTIN registry, state CPA boards, and real-time signals — not a stale database.
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[01] Discover
300K+ tax preparers.
Almost none are in Apollo.
Apollo and ZoomInfo are built for software company contacts. Independent tax preparers and small CPA firms — the majority of the tax prep market — are entirely off the radar. These databases don't track IRS PTIN registrations or state CPA board licenses, and they don't know how to find the owner of a two-person accounting firm in Tulsa.
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 Apollo
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 Apollo was never designed to surface.
[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 Apollo has 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.
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