Individual skill

find-cpa-firm

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.

plugins/mcp/servicegraph/skills/find-cpa-firm/SKILL.md

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Repository last updated
Nov 12, 2026
License
MIT

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# find-cpa-firm

## Overview

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,
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