find-cpa-firm

Solid

Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A valuations, R&D tax credits, IPO readiness, sales-and-use tax. Triggers on "find me a CPA firm for our delaware c-corp series A audit", "shortlist three audit firms with SaaS experience", "we need a tax advisor for our M&A", or "pull contact info for these 10 accounting firm domains", even when described indirectly (audit our books, fractional CFO support, file our 1120). Drives the ServiceGraph API (api.servicegraph.co) — a 100k+ US firm catalog filterable by industry, services, location, size, ratings. Skip personal/consumer tax preparation (1040, individual estate, retirement planning), in-house controller/CFO hires, "how do I file my taxes" DIY questions, accounting-software comparisons (QuickBooks vs Xero), non-US firms, individual freelance bookkeepers.

AI & Automation 141 stars 2 forks Updated today MIT

Install

View on GitHub

Quality Score: 89/100

Stars 20%
72
Recency 20%
100
Frontmatter 20%
70
Documentation 15%
100
Issue Health 10%
80
License 10%
100
Description 5%
100

Skill Content

# find-cpa-firm Drive the **ServiceGraph API** (`https://api.servicegraph.co`) to find, shortlist, and enrich US **business-to-business** accounting and tax firms (CPA firms) via the `pro_services` dataset. **The catalog is B2B-only.** Personal tax prep (individual 1040s, retirement planning, individual estate planning, personal bookkeeping for freelancers) is out of scope — those firms were filtered during the catalog audit. **Always pin `industry:accounting_tax`.** Sub-services (audit, tax, bookkeeping, advisory, M&A diligence, 409A, R&D credits, etc.) are NOT separate tags — `industry:accounting_tax` is the most specific structured level — so practice-area specialization is a keyword substring search on firm text. Any HTTP client works (curl, fetch, requests). Examples below use curl. ## When NOT to use this skill - Personal/individual tax matters: 1040 prep, IRA/Roth conversions, personal estate planning, "what should I do with my refund". - Bookkeeping for a freelancer or solo creator's personal income. - In-house finance hires (Controller, CFO, Accountant). - DIY tax/accounting questions ("how do I claim X", "explain depreciation"). - Accounting-software comparisons (QuickBooks, Xero, NetSuite). - Non-US firms / individual freelance bookkeepers. ## MCP server (preferred for authed calls) If your harness has the ServiceGraph MCP server loaded (tools containing `servicegraph`), prefer those — OAuth 2.1 + PKCE keeps the token in the harness sandbox. Otherwise use t...

Details

Author
nostrband
Repository
nostrband/ServiceGraph
Created
3 weeks ago
Last Updated
today
Language
Shell
License
MIT

Integrates with

Related Skills