cpa
accounting
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CPA Leads: Reaching Firm Owners Outside Tax Season

4 min read

LeadQuasar has 1,046 CPA contacts across 37 states. 414 of them (40%) include an email address and 1,030 (98%) a phone number, and 98% carry a person's name. It is a focused list rather than a national directory, and with CPAs, when you reach out matters as much as who you reach.

Tax season is not the time

A CPA firm's year is set by filing deadlines. From January to the April 15 deadline, partners and staff work long hours, and a cold pitch is at best ignored. Extensions push a second crunch into September and October, and firms with business clients have more deadlines around the quarters.

The practical calendar:

  • Avoid January through mid-April. Nothing gets decided.
  • Late April to August is the best window. The pressure is off and firms review what went wrong during the season.
  • Avoid late September into mid-October for firms with many extension filers.
  • November and December work for anything the firm wants in place before next season, such as new software, staff or outsourcing.

The strongest pitch is timed right after the season: "What slowed you down this year?" is a question every CPA has an answer to in May.

What CPA firms buy

  • Tax and accounting software. Prep software, practice management, client portals, e-signature.
  • Outsourced help. Seasonal preparers, offshore or remote staffing, bookkeeping support.
  • Security and IT. CPAs hold sensitive client financial data, so cybersecurity, backups and secure file sharing matter to them.
  • Marketing. Websites, local search and client referral programs.
  • Practice services. Continuing education, insurance, practice succession and acquisition.

Many CPA practices are small, owner-led firms. The CPA on the record is often the partner who signs, and even at larger firms a named CPA can pass you to the managing partner. 85% of records include a website, which usually tells you whether the firm focuses on individual tax, small business, audit or a niche like construction or medical practices. Name that niche in your opener.

Mapping the CPA data

The list covers 37 states, but eight have enough records for their own page, and California leads by a wide margin.

State Contacts With email With phone
California 195 71 191
Ohio 106 45 103
Texas 67 20 67
North Carolina 64 28 64
New York 57 21 50
Arizona 50 18 50

Tennessee and Virginia have 42 each, then Alabama (36), Georgia (35), Illinois (35) and Massachusetts (33). The largest single city is Stockton, California, with 29.

These counts are small. If you sell to accountants nationally, this list will not cover every market, so use it as a named, reachable starting set, and pair it with the separate accountant category.

Email or phone

With 98% phone coverage and 40% email, both channels work, and they work best together. CPAs are used to formal written communication, so a short, professional email reads well. The phone reaches the front desk or the CPA directly at smaller firms.

A simple sequence:

  1. Email the records that have an address, outside tax season. One paragraph and one question.
  2. Call three or four days later and refer to the email.
  3. For phone-only records, call mid-morning and ask for the CPA by name.

Follow CAN-SPAM and state rules. Our cold email guide covers structure and follow-up.

Check the tier first

The tier split is 408 CONNECTED, 629 STANDARD and 9 LEAN. Start with CONNECTED records. Every record shows its tier and quality score before you unlock, so you only spend unlocks on the ones worth it.

Building a CPA list

  1. Browse CPA leads by state. Search and filtering are free.
  2. Filter to the CONNECTED tier first.
  3. Unlock up to 50 contacts a day on a free account, no card needed. At this list size, a free account covers a state in a few days.
  4. If you want the full list in your CRM, go unlimited for $3.99/month with CSV export.

Frequently asked questions

How many CPA contacts does LeadQuasar have?

1,046 contacts in 37 states. 414 include an email, 1,030 a phone number, and 1,028 a person's name.

When is the best time to contact CPA firms?

Late April to August, after the April 15 deadline. November and December also work for decisions about next season. Avoid January to mid-April and the October extension crunch.

Which states have the most CPA contacts?

California leads with 195, then Ohio (106), Texas (67), North Carolina (64) and New York (57).

Is this list large enough for a national campaign?

Not on its own. It is a focused list of named contacts, and outside the top few states the counts are small. Combine it with the accountant category for wider coverage.


Browse CPA leads free, then create a free account to unlock 50 contacts a day with no card.