How Local CPA Service Works
Whether you're looking for accounting help or you're a CPA looking for new clients, here's exactly what happens when you use this platform.
Getting Connected With a CPA
Tell us what you need
Fill out a short form describing your business or personal situation: your location, the type of entity (if any), and the accounting or tax help you're looking for. It takes a few minutes.
We help point you toward a fit
Your request is reviewed against professionals in our network whose services, industries, and coverage area match what you've described.
You connect directly
You hear from a CPA professional and take the conversation from there — timeline, scope, and pricing are worked out directly between you and them.
Receiving New Client Opportunities
Register your practice
Share the services you offer, the industries you work with, and where you can take on new clients.
Get matched to relevant requests
When a request lines up with your registered profile, it's routed your way for review.
Follow up on your terms
Decide which introductions are worth pursuing and reach out directly — there's no obligation to accept every opportunity.
A Connection Platform, Not a CPA Firm
Local CPA Service doesn't prepare tax returns, keep your books, or provide accounting advice directly. What we do is help route requests toward professionals who actually do that work — so both sides spend less time searching and more time on the work itself.
- We don't perform accounting or tax work ourselves
- Professionals in our network are independent of Local CPA Service
- Pricing and scope are always agreed directly between you and the professional
How It Works — FAQ
It varies based on your request and the availability of professionals in your area and specialty. Time-sensitive needs should be noted directly in your request.
No. You're free to decline and, in many cases, be considered for other introductions.
No — you can submit a new request any time your accounting needs change.
Platforms like this are typically supported by the professional side of the network rather than by charging the people searching for help.
Reach out to our team directly through the Contact page and we'll help figure out next steps.