How to Find an Accountant for Personal Taxes

What Is the Best Way to Find a Good Accountant?

If you’ve ever found yourself Googling “CPA near me” or “how to find an accountant for personal taxes,” you’re not alone.

Whether you’re a small business owner, freelancer, or just someone trying to make sense of a complicated tax situation, finding the right accountant can save you money, stress, and potential IRS headaches.

But with so many options, how do you actually find and vet a good accountant? That’s whereSam’s Listcomes in—a directory that makes it easier to browse professionals and find the right fit based on your needs.

Let’s break down the best ways to find and vet an accountant so you can make an informed decision.

How to Find an Accountant for Personal Taxes (or Business Needs)

Before jumping into a search for “accountant near me,” start by considering these key steps:

1. Ask for Referrals from Trusted Sources

The best recommendations often come from friends, colleagues, or financial professionals who have firsthand experience with an accountant. If you have a financial advisor, attorney, or bookkeeper, ask them who they trust.

2. Search Online (But Choose Wisely)

If referrals don’t pan out, searching online can be helpful—but not all results are equal. Instead of clicking on ads, look for directories likeSam’s List, where you can browse accountants based on industry, services, and experience.

Try refining your search by adding specifics like:
✔️ “Small business accountant near me”
✔️ “Freelance tax accountant”
✔️ “Best CPA for real estate investors”

3. Check Their Specializations

Not all accountants are created equal. If you’re dealing with stock options, real estate investing, or self-employment taxes, you’ll want someone with expertise in those areas.

OnSam’s List, you can browse professionals based on their industry expertise and services offered—so you can focus on those who align with your needs.

How to Vet an Accountant Before Hiring Them

Once you’ve found a potential accountant, here’s how to make sure they’re the right fit:

1. Ask the Right Questions

Before hiring, schedule a quick call or consultation and ask: ✔️ Are you currently accepting new clients?
✔️ What industries or financial situations do you specialize in?
✔️ How do you charge—flat fee, hourly, or per form?
✔️ What’s your typical turnaround time for tax returns?
✔️ Do you offer tax planning services, or only tax filing?

2. Verify Their Credentials

A CPA (Certified Public Accountant) or EA (Enrolled Agent) is a good sign that they’ve passed rigorous exams and adhere to professional standards. Check a CPA’s license through your state’s board of accountancy.

3. Read Reviews & Get a Feel for Their Communication Style

A good accountant is more than just a number cruncher—they should be a clear communicator who explains tax strategies in a way that makes sense to you. Look for client reviews that mention responsiveness, clarity, and helpfulness.

Explore Accountants on Sam’s List

Tired of endlessly searching for “CPA near me” or worrying about whether an accountant is the right fit? That’s why we built Sam’s List, a directory of accountants, bookkeepers, and fractional CFOs.

✔️Browse Accountants– Filter by industry, services, and expertise.
✔️Find the Right Fit– Search by specialty to narrow down your options.
✔️Save Time– No long searches, just a straightforward way to connect.

Looking for tax prep help?Start your search here

Final Thoughts

Finding a good accountant doesn’t have to be stressful. By asking for referrals, searching in the right places, and vetting professionals properly, you can find the right fit for your needs.

Or, if you’d rather skip the hassle?Explore professionals onSam’s Listtoday.