How to find and hire an accountant in the United States

Where Americans typically find accountants

People in the United States commonly find accountants through referrals from friends, family, or business contacts. Professional networks, local chambers of commerce, and trade associations also serve as sources. Online searches by location and service type are standard practice. Many accountants maintain websites or profiles on professional directories and platforms that let you see their services, experience, and how to contact them. Websta operates a marketplace where you can find accountants by location and service type, browse their profiles, and reach out directly to compare options.

Checking credentials and qualifications

In the United States, accountants may hold different credentials that affect what they can do. A CPA (Certified Public Accountant) has passed the CPA exam and meets state requirements; CPAs can sign off on audits and certain tax documents. An Enrolled Agent (EA) is a federally recognized credential issued by the IRS and allows someone to represent clients in tax matters. Bookkeepers and tax preparers may not have these certifications but can still handle basic accounting and tax preparation.

Before hiring, ask what credential the accountant holds and what it means for your specific needs. Check whether they are licensed or registered with your state's board of accountancy. Ask how long they have worked in accounting and whether they have experience with your type of situation - whether that is personal tax returns, self-employment, small business accounting, or something else. Verify their current standing through your state's licensing board or the IRS database if they claim to be an EA.

What to ask before you agree to work together

Before signing up with an accountant, clarify the scope of work. Ask exactly what services are included - for example, will they prepare your tax return, review your books throughout the year, or both. Confirm what documents and information you need to provide and by when. This matters because accountants often work under time pressure, especially near tax deadlines.

Ask about their process for communication and updates. How often will you hear from them, and through what channels. Ask whether they handle amendments to previous years' returns if errors are found. Discuss how they charge for their work - whether by hourly rate, flat fee for specific services, or another method - and what you can expect to pay for your situation. Ask whether they offer a consultation or initial review before committing. Also ask whether they use accounting software and which one, because this affects how you submit information and receive reports.

US-specific considerations for accountants

The United States has a complex tax system split between federal, state, and local levels. An accountant working in your state should understand that state's tax requirements. Some states have income tax; others do not. If you operate across multiple states or have clients in different states, ask whether the accountant has experience in all the states that affect you.

Tax season in the United States typically runs from January through April 15, when individual income tax returns are due. Many accountants are busiest during this period, so planning ahead and submitting documents early helps. Self-employed people and business owners may need to file quarterly estimated taxes, and an accountant should explain this if it applies to you. Ask whether the accountant helps with quarterly filings or only annual returns. If you employ staff, ask whether they handle payroll tax compliance. Language should be clear between you and your accountant - confirm that you communicate clearly and that the accountant explains their advice in terms you understand.

How quotes and payment usually work

Accountants in the United States typically quote fees based on the complexity of your situation. A simple personal tax return costs less than accounting for a small business. Many accountants will give you an estimate after learning about your situation. Ask whether the quote is a fixed price or an estimate, and what happens if your situation is more complex than expected.

Payment terms vary. Some accountants ask for payment upfront, others after the work is done, and some divide it into installments. Ask how you will pay - by check, online transfer, or card - and when payment is due. If you use Websta, you can contact accountants through the platform and handle payment through their chosen method once you agree.

Using Websta to compare accountants

Websta's marketplace lets you search for accountants by location and service type. You can browse profiles that show what services each accountant offers, see their contact information, and reach out directly with questions. Profiles help you compare multiple accountants at once without visiting separate websites. You can post a task describing what you need - a tax return, bookkeeping, payroll setup - and accountants nearby can make offers on the work. This approach lets you see who is actively available and willing to take on your project, and compare how different providers respond to your specific needs.

Next steps

Start by identifying what you need an accountant for - whether personal taxes, business accounting, payroll, or something else. Search for accountants in your area on Websta or other platforms, and narrow down candidates by checking their credentials and experience. Contact two or three accountants with your questions, compare their responses, and ask any final questions before deciding. Make sure you feel comfortable communicating with them and that they understand your situation before committing.