US CPAs are licensed state by state after passing the Uniform CPA Exam and meeting education and experience requirements.Enrolled agents (EAs) are licensed federally by the IRS and can represent any taxpayer before the IRS in any state.Bookkeepers and most tax preparers are not required to hold a professional license in most US states.This site describes categories of accounting professional — it does not rank or recommend a specific firm by name.Figures and rules described here are those of the United States.Nothing you type into the tools on this site is sent to us.US CPAs are licensed state by state after passing the Uniform CPA Exam and meeting education and experience requirements.Enrolled agents (EAs) are licensed federally by the IRS and can represent any taxpayer before the IRS in any state.Bookkeepers and most tax preparers are not required to hold a professional license in most US states.This site describes categories of accounting professional — it does not rank or recommend a specific firm by name.Figures and rules described here are those of the United States.Nothing you type into the tools on this site is sent to us.

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The Accountant Selection Worksheet

A short, practical guide for anyone about to hire a CPA, enrolled agent, bookkeeper, or tax preparer. It walks through how to match your situation to the right credential, what to ask, and what to bring.

A worksheet to match your situation to the right type of professional
The full list of questions to ask before you hire anyone
A red-flag checklist to run during your first conversation
Official US sources to verify a license or PTIN yourself

No payment, no account, no waiting for an email — the PDF downloads the moment you submit.

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