It’s the final countdown—just one week until Tax Day—and suddenly you realize: you need professional help. Whether your finances got more complicated this year or you simply ran out of time, finding a tax accountant this late in the season can feel daunting.

But don’t panic. There are still options—if you know where to look and act fast. Here’s how to find a reliable tax professional even when most are booked solid.

1. Cast a Wide Net: Local CPAs vs. National Services vs. Virtual Platforms

Your first instinct might be to call a local CPA firm—but during the final week, many small practices are already at capacity. That’s why it’s important to widen your search to include national firms and online platforms that specialize in last-minute tax prep.

🏢 Option 1: Local CPA Firms

Local CPAs offer personal service and may already be familiar with your state’s tax laws, especially if your return involves property, business income, or local deductions. However, many are overwhelmed at this stage unless they’ve reserved capacity for last-minute clients.

• Best for: Complex returns, business owners, real estate investors, people wanting a relationship with an accountant year-round
• Where to find:
  • Google Maps / Yelp ("CPA near me")
  • State CPA societies (e.g., Massachusetts Society of CPAs)
  • IRS Directory of Tax Preparers (verified pros with PTINs)

🧾 Option 2: National Tax Firms

Brands like H&R Block, Jackson Hewitt, and Liberty Tax often have walk-in locations or virtual appointments. They’re designed for high-volume filings and are more likely to take on last-minute clients.

• Best for: Individuals with moderately complex returns who want help fast
• Tradeoffs: Less personalized service; staff may not be the same person year to year

💻 Option 3: Online/Assisted Filing Platforms

If you're tech-savvy but still want human support, look into TurboTax Live, TaxAct Xpert Assist, or Cash App Taxes. These offer real-time help from tax pros while you file online—often at lower prices than hiring a CPA.

• Best for: Individuals with relatively simple returns who want guidance without leaving home
• Tradeoffs: No year-round support; often limited to personal—not business—tax scenarios

🔎 Platforms to Search and Compare Options:

• Thumbtack.com – Compare local and virtual tax pros with reviews and availability
• Upwork.com / Fiverr.com – Look for vetted freelance CPAs or EAs for quick jobs
• LinkedIn – Search your network for referrals, especially for local tax pros
• Reddit (r/personalfinance) – See real-time recommendations from others in your situation

2. Be Ready With Your Documents—Speed Is Everything

Once you find someone with availability, you’ll need to move quickly. Having your documents ready will make you a more appealing client and help avoid delays.

Here’s what to prepare:

• W-2s and 1099s
• 1098s for mortgage interest or tuition
• Investment income forms (1099-B, 1099-DIV)
• Business income and expenses (if self-employed)
• Last year’s return
• Social Security numbers for you and dependents
• Bank account info for direct deposit

Tip: If a tax pro needs to get you filed in a few days, your organization and responsiveness can make or break the experience.

3. Consider Filing an Extension (But Don’t Forget to Pay)

If you’re truly out of time or can’t find a pro you trust, the IRS allows you to file Form 4868 for an automatic 6-month extension—pushing your filing deadline to October 15, 2025.

But beware: This is an extension to file, not to pay. You’ll still need to estimate and pay any taxes owed by April 15 to avoid penalties and interest.

4. Watch Out for Scams and Unqualified Preparers

As the deadline nears, scammers prey on stressed filers. Be cautious of anyone who:

• Promises “guaranteed refunds”
• Bases their fee on the size of your refund
• Doesn’t sign your return or provide a PTIN

Always verify credentials and ensure your preparer is a CPA, EA (Enrolled Agent), or tax attorney—or is listed in the official IRS directory.

Final Thoughts: Fast Doesn’t Have to Mean Risky

It’s not ideal to search for a tax accountant with a week to go—but it’s definitely doable. By casting a wide net and being organized, you can still get professional help that keeps you compliant, accurate, and maybe even puts more money back in your pocket.

At Root Financial, we reserve a few last-minute spots each year for clients who need fast, expert help without cutting corners. If you're looking for a licensed, responsive accountant this week, reach out now—we’ll let you know within 24 hours if we can take you on.

📅 Don’t wait. One week goes fast—especially during tax season.