Get in touch with tax professionals before your competitors do?
Since tax professionals receive a large number of sales emails, your message may end up being overlooked. The tax professionals email list matches you with tax experts who meet your requirements according to their qualifications, location, firm size, and the tax software they use.
Before sending any contact details to you, we check them to make sure that you receive clean and useful data for your campaigns. You are able to filter the list by state, credential, practice type and other options in order to contact the right people.
The list provides 90% email deliverability and 95% accuracy for all the other data fields, and the file is available in CSV or XLSX format so that you can import it into your CRM and get started immediately.
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A tax professionals email list is a database which contains the contact information for those who prepare and file taxes; it includes CPAs, enrolled agents, tax attorneys and tax preparers, with their names, verified email addresses, phone numbers, job titles and details of their firms.
It is used by businesses to offer tax software, training, insurance and other services to tax professionals. This enables sales and marketing teams to contact the appropriate individuals directly and avoids spending hours on research.
The U.S. tax prep market is large and easy to measure. People with current preparer tax identification numbers (PTINs).
You don’t need every tax preparer in the country to win. You need enough verified contacts in the credentials and markets that matter to you.
Our tax professionals contact database shows you how many contacts each segment and state has before you buy. You know exactly what you get, so you can plan campaigns with no guesswork.
A list drawn up by tax professionals enables companies to find tax experts according to their qualifications, the type of firm they are in, and their specific requirements. The industries that make the greatest use of our data are:
Get in touch with owners and preparers who select their tax software annually and promote your tax preparation, e-filing, document, and workflow tools to those firms that match your ideal customer.
Target tax professionals who need continuing education credits each year and promote CPE courses, EA exam preparation, and AFSP programs to the appropriate credential groups.
Reach tax firm owners that offer comparisons of E&O, cyber, and business insurance and select the firms on the basis of their size, location, and the services they provide.
Provide busy tax offices with refund transfer products, payment tools, and client portals. Concentrate on companies that process a large number of individual tax returns each season.
Connect with tax professionals who either handle complicated cases or require additional help during the peak season and offer IRS representation, back-office support and seasonal staffing.
You can contact experienced tax professionals based on their qualifications, location, and level of experience. Those purchasing entire firms can also find owners who are open to selling, entering into a merger, or pursuing a succession plan.
A good tax professionals mailing list gives you more than an email address. Each record shares personal, job and firm details, so your team can find the right tax pro and shape the right pitch.
Contact Information
Professional Details
Firm Details
These fields help you reach the exact tax pros your product serves. You stop sending one generic message to everyone.
Send targeted campaigns to the inboxes of verified tax pros, offering software and tax law updates to decision-makers responsible for making decisions.
Get in touch with tax professionals through the verified phone numbers by having a direct conversation, as this helps to build trust and enables your questions to be answered right away.
Send brochures, postcards, or invitations to events to the correct office addresses since physical mail is likely to stand out on a crowded desk.
You can connect with tax professionals on LinkedIn by using the verified profile links. Additionally, you can create custom audience segments and retarget prospects on a variety of platforms.
Getting the right tax professional isn’t just a matter of having a list of names. The Email Database of our Tax Professionals links you with actual decision-makers at firms that are currently operating, through the use of correct contact information.
We compare the records with those available from the public IRS preparer data and the state CPA boards. Doing so results in a more refined list than one that is based solely on the word 'tax' in a job title.
Select those based on their qualification, from enrolled agents through CPAs and tax attorneys, and then look at the firm owners, partners, and tax managers who can agree.
A firm that provides tax resolutions uses different tools from one that prepares 1040 forms. To achieve this the firm sends out the appropriate offer by selecting the type of practice and the tax software currently being used.
Each records contain verified business emails, direct phone numbers, job titles, company names, locations and company data, depending on your choice.
If it cross 10% of contacts bounce, we will replace or give a credit for any qualifying records according to your data guarantee and your campaign will continue as normal.
We provide your data in .XLSX and .CSV format so that you can import it into Salesforce, HubSpot, Zoho or any other platform within a minute.
Each year, tax professionals open new practices, join firms, and renew their PTINs. We update our data every 30 to 45 days in order to keep your records up to date and to reduce wasted outreach.
Begin by looking at tax professionals in all fifty U.S. states and later move on to Canada, the UK, and Australia when you're ready.
When you have your list, then the data is yours to use for sales, marketing, hiring, partnerships and other approved business activities, and there are no further subscription fees.
| Feature | Other Providers | ContactMetrix |
|---|---|---|
| Credential Segments | ✕ Mixed together | ✓ CPA, EA, tax attorney and AFSP segments |
| Tax Software Used | ✕ Rarely shown | ✓ Drake, CCH Axcess, UltraTax CS and more |
| Practice Type | ✕ Not offered | ✓ Individual, business and tax resolution |
| Counts Backed by IRS Data | ✕ No | ✓ Counts compared with IRS totals, where available |
| Email Deliverability | ✕ Inconsistent | ✓ 90%+ deliverability guarantee |
| Data Accuracy | ✕ Varies | ✓ 95%+ verified accuracy |
| Opt-In Contacts | ✕ Not always | ✓ Opt-in contacts, subject to source and consent records |
| Data Refresh | ✕ Irregular | ✓ Updated every 30–45 days |
| Segmentation | ✕ Limited | ✓ 20+ filtering options |
| Compliance | ✕ Varies | ✓ Data handling aligned with applicable GDPR, CCPA and CAN-SPAM requirements |
| File Format | ✕ Limited | ✓ CRM-ready Excel (.xlsx) and CSV files |
| Free Sample | ✕ Rarely | ✓ Sample available on request |
| Custom Pricing | ✕ Fixed | ✓ Pricing tailored to your requirements |
| Dedicated Support | ✕ Limited | ✓ Dedicated assistance |
Request a free sample for your tax professionals mailing list before you decide. Check the record format, field details and accuracy for yourself
| Company / Institution | Contact Name | Title | Department / Specialty | Business Email | Direct Dial | Location |
|---|---|---|---|---|---|---|
| Summit Tax Advisory Group | * * * * * * * * | Tax Manager, CPA | Business Tax Planning | * * * * * * * * | 212 *** **41 | NY, USA |
| Coastal Accounting & Tax Services | * * * * * * * * | Enrolled Agent | Individual Tax Preparation | * * * * * * * * | 305 *** **62 | FL, USA |
| Pinnacle Business Tax Solutions | * * * * * * * * | Tax Director | Corporate Tax & Compliance | * * * * * * * * | 312 *** **85 | IL, USA |
| Crestview Tax Resolution Services | * * * * * * * * | Tax Attorney | IRS Representation & Tax Resolution | * * * * * * * * | 602 *** **19 | AZ, USA |
We segment deeper than anyone else. Here are lists for specific roles and needs.
We gather our tax professional contacts from trusted business sources. Then we check every record before we deliver your list.
ContactMetrix collects tax professionals contact data from verified and public sources. Each record passes a multi-step check that combines automated tools with manual review.
All contacts are permission-based and opt-in. We do not include contacts that have requested removal from marketing communications.
Teams use our Tax Professionals Email List for many goals. The most common are:
Preview verified, up-to-date contacts tailored to your ideal customer profile, ready for sales and marketing outreach.
Request Sample Data
A tax professionals email list is a database of tax experts and their verified contact details. It covers CPAs, enrolled agents, tax attorneys and preparers. Businesses use this Tax Professionals Contact Database to reach the right tax pros quickly.
We deliver your Tax Professionals Mailing List as an .xlsx or .csv file. You can upload it to your CRM right away.
You can buy a Tax Professionals Mailing List from ContactMetrix. Tell us your target criteria, such as credential, location or tax software, and we deliver a list that matches your needs.
Each record in our Tax Professionals Contact List includes a name, job title, email, phone number, firm name and website. It also covers credential, practice type, tax software and LinkedIn URL.
Plan your campaigns between May and December. Tax pros have time to review new tools after the April deadline. Our Tax Professionals Marketing List helps you reach them before the next filing season.
You can get a free sample of our Tax Professionals Contact List . Fill out the form on this page, and our team sends your sample quickly. You can also email sales@contactmetrix.com or call +1-469-567-9589.
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