Ask Terry Questions Searching for new accountant.

Searching for new accountant.

By Terry Savage on July 05, 2024 | Taxes & Economy

Hello, my accountant is retiring and I need to find a new one. What is the best way to search for a new accountant?

Terry Says

Part of your search depends on your needs. Are you a small business, or just someone who needs help with a tax return?  Do you already have issues with the IRS or some other accounting problem?  Or is this just for routine tax filings.

The American Institute of CPAs has a search feature here:  Find a CPA – CPA License Verification (  

But you could also ask at your local bank or even your church for a recommendation for an individual to help you with your personal or business tax returns.



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