Eo researches CPAs and tax pros for your exact situation, checks who is genuinely taking new clients, compares fees, and comes back with a vetted shortlist — intro calls already offered. Completely free.
The process
Personal taxes, a growing business, back bookkeeping, or a letter from the IRS that's ruining your week — plain language is fine.
It identifies what your situation actually requires, researches accountants who handle exactly that, confirms who is taking new clients, and collects fee structures up front.
Three to five accountants who fit — with plain-English notes on their client base, credentials, fees, and availability, and intro calls you can book in one click.
Capabilities
A W-2 refund, a two-state S-corp, and crypto cost-basis cleanup are three different jobs. Eo screens for accountants whose actual client base looks like you.
Good CPAs stop taking clients months before deadlines. Eo checks capacity directly with the firm, so you're never courting an accountant who was never available.
Hourly vs. flat-fee vs. monthly retainer, and what a return or cleanup like yours typically costs — laid out side by side before you commit.
Eo assembles your situation — entities, states, filings, deadlines — into one clean brief every candidate receives, so intro calls start at the real questions.
Pricing
No catch, no card.
Free
Research, vetting, capacity checks, fee comparison, and scheduling — completely free. No accountant pays to be listed.
FAQ
No. No accountant pays to be listed and your shortlist is never sponsored — it's built from your situation, not from who paid.
No. Eo finds the professional; the professional gives the advice. Eo doesn't prepare returns or represent you before the IRS.
Only the accountants you approve, only in the summary you review first. Nothing is public, ever.
Matched to your situation · Fees compared up front · Taking new clients — confirmed
Leave your email and we'll set you up.
Thanks for signing up. Demand for Eo Ledger is ahead of capacity right now, so access opens in stages — we'll email you at the moment yours is ready.