How to Find a Great Accountant for your LLC (using a unique phone strategy)

Last updated October 12, 2020

How to Find an Accountant for Your LLC

You can use a service like Thumbtack to find accountants in your area. I recommend speaking with a few, running your questions by them, and meeting them in person.

The following is my advice on how to get a great accountant for your LLC.

Many people will read this and think it’s too hard. Others will realize the beauty in the strategy.

And those that put in the work typically have amazing results. I myself have been with the same accountant for over 10 years, and I am extremely happy.

Here are the steps to finding a great accountant for your LLC:

1. Write down your top 4-5 questions about taxes and LLCs and put them in a Word (or similar) document.

2. Copy and paste those questions 10 times, and create a divider line between each section of questions.

3. Put a post on FB, stating, “Getting ready to form an LLC for my business. Anyone recommend an awesome accountant in {state}?”

4. Google search “business accountant + {city, state}” and browse websites very quickly (1-2 minutes each) and then enter the contact information of 10 accountants in your document. The reason I say fast here is because you want to be using your gut/intuition on your initial decisions.

Note: If you live outside of the US but have a US LLC, add the word “international” and/or “foreign” to your google searches. You’ll want to make sure you’re dealing with someone who is familiar with your situation.

5. Now, spend 1-3 hours and call every single one of the accountants. Say, “Hi my name is {Your Name}. I’m starting a new business and I have a few tax questions about my LLC. Are you able to help?”

Here’s the catch: because you’re implying that you’re a potential new client, each accountant will gladly spent 5-15 minutes with you on the phone for free. If they don’t, delete them from your list and find a replacement.

Write down their answers to your questions in your documents, and enter any other notes about the call. Ex: John was really well-spoken, Susie constantly interrupted me, Steve clearly had no idea WTF he’s talking about, etc.

By calling 10 accountants, you’re “pairing them up” against each other, cross-referencing their information and getting smarter (and more confident) with each call.

At the end of all your calls, you’ll be mentally tired, yes, but you just learned a shit ton!

You’ll immediately be able to eliminate 2-4 people. Either because: they were flat out wrong, you didn’t like their personality, or your intuition just didn’t feel good about them. Always trust your gut.

Then, there will be about 2-3 people who really stand out; people who you just feel good about. You like them personally, as well as professionally.

Follow up with them and ask them to a 5-min “coffee and a quick hello”. Tell them you want to put a face to a name and shake their hand.

The reason for this extra step (which a lot of people don’t think is necessary), is even the craziest and weirdest people can sound good on the phone.

The in-person coffee meeting shows: 1.) if they are willing to invest in you, and; 2.) allows you to really get a good gut-check on them and make sure you feel good about proceeding.

Do this, and you’ll find a great accountant who will help you with your business for years and years. Wouldn’t you rather have an awesome accountant for the next 10 years instead of finding a new one every 1-2? I feel this strategy is the best route there is.

I hope this has been helpful. Let me know your results in the comments section below. Or, if you have any tweaks or suggestions to add to this strategy, add them as well!

Matt Horwitz
Founder & Educator, LLC University®
Forming an LLC shouldn't be so complicated. Our step-by-step guide will make the process a breeze – and no complex legal jargon! LLC University® teaches people how to form an LLC for free in all 50 states. We hope you find our free guides and resources helpful in your business journey.

24 comments on “How to Find an Accountant for Your LLC”

Disclaimer: Nothing on this page shall be interpreted as legal or tax advice. Rules and regulations vary by location. They also change over time and are specific to your situation. Furthermore, this comment section is provided so people can share their thoughts and experience. Please consult a licensed professional if you have legal or tax questions.

  1. Hello I am starting my own LLC in Texas and your information has been heavenly sent, what questions should I ask when calling an accountant to make sure I pick a great one.

    • Hey Tammy, that is so awesome to hear! Great question. We’ll consider adding information like this to this article. To start, you can just something like that: “I’m new. What questions should I be asking you?”. Some others could be: What type of clients do you specialize/prefer to work with, how long have you been in business, what made you interested in this profession, how many times per year/quarter should we talk (by email or by phone), what documents do you need from me, what should I think about/prepare throughout the year, how should I plan for growth, and are you free to meet for a quick coffee and say hello. Hope that helps!

  2. Hi Matt,
    would you refer your accountant to me? LOL
    Do you know the average price for a good accountant in NYC market?

    • Hey Sharon! At some point in the future, we might create an accountant referral/recommendation network, but that’ll take years to develop. So nope, we don’t have a recommendation for you at this time. Give the strategy a go that we mention in this article. Once you speak with 5-10 accountants, you’ll get a good feel for people and understand the range of prices. I’d say if your business is straight-forward, it could be $300 on the lower end to $700 – $1,000 on the higher end. Hope that helps.

    Thanks for your kind information

    • Hi Kim, yes, you most likely do, however that is a detailed conversation you will need to have with an accountant. Thanks.

  4. Honestly Matt, I don’t know where I’d be without your huge contribution, we all truly appreciate it.

  5. hello, i read where you say to buy a single llc for each property unless it becomes a lot of properties. then consolidate them into one. heres my question to you. if i live in florida and i am buying out of state only one property lets say in north carolina should i only have the one llc in north carolina or should i also have a holding llc in florida as well. just the one in nc or 2 llcs one in north carolina and the holding llc in florida

    • Hi Doris, you could do either one. Either an LLC in North Carolina or an LLC in Florida that owns the LLC in North Carolina. The pros and cons will need to be discussed with an attorney. The 2-LLC setup may provide better asset protection. Hope that helps.

  6. Is it easy to turn an existing business into an LLC ? What inf. would be needed from the Co ? Thanks, Susan M Beard

    • Hi Susan, if you’re referring about changing from a Sole Proprietorship to an LLC, we have that information here: change from Sole Proprietorship to an LLC. If you’re referring about changing a Corporation (or other legal entity) into an LLC, that is usually referred to as a Conversion (depending on the state), however, we don’t have any info on those conversions at this time. Hope that helps.

  7. Hi Matt,
    I am a Canadian PR, running a small business in Canada (Data Outsourcing), planning to expand this business in USA but I wont live or work in USA and want to operate from Canada itself. In this case which state is the best and easiest to start a business and which state has low corporate tax and sales tax where can my clients get benefits? Can i get business bank account?

    • Hi Ravindran, while you could form an LLC in the U.S. and open a business bank account here, we recommend speaking with an accountant first. LLC may not be the best entity structure. I believe Canadians that form an LLC in the U.S. face a form of “double taxation” in that you have to file with the CRA and the Internal Revenue Service (IRS). Hope that helps.

  8. I just have a simple question, im confused when I form my LLC and then apply for my EIN what will be my control name ? Will the IRS go by my the responsible party or the name of my entity?

  9. Im in the process of forming a new LLC in Texas. Does my physical address that I’m using for my registered agent have to a mailbox or will all documents sent to me through being registered agent be hand delivered?

    • Hi Joey, something would only be hand-delivered if it were service of process, a notice, or a demand. Likely not to occur, unless the LLC is involved in a lawsuit. So it’ll be mail. And yes, a place to leave the mail will be needed. We have more details here: Texas LLC Registered Agent. Hope that helps!

  10. Hi,
    I am a non US citizen, living outside the US. I want an LLC to sell my home services, and get paid in the US. The work will be done in my home country, but I want people to go online and pay for the services. Can this be done? Can you help me with everything starting from scratch? Thanks

  11. Matt,

    I REALLY wish I had found your website prior to forming my LLC. You could have saved me from the hidden Registered Agent. However, I have yet to hire an accountant and will be using your advice, here, to find the right one. This comment is partly a reminder and partly a big THANK YOU for providing all this information for all of us newbies, wide-eyed and terrified!


    • Hi Nancy, thank you for your lovely comment! So glad you found our site and that’s it been helpful for you :-)

  12. Hi Matt,
    I am a non US citizen and want to form an LLC in Illinois for ecommerce purpose, I want to make it inside this state as my business partner is living in this state i.e. in Chicago, want to know your expert opinion about formation of my LLC elsewhere in any other state where taxation issues will be less or at least have no state tax at all. Is it possible and recommended or will it create issues later on, please advice.

    • Hi Syed, we are not a tax firm so cannot address a question like this as there is a lot unpack and discuss. We recommend speaking to an accountant (or a few) regarding tax strategies. Thank you for your understanding.


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