Find a good CPA first and if you need Legal help on top, a good CPA always has referrals and recommendations. Some key things to keep in mind: - You will need

Find a good CPA first and if you need Legal help on top, a good CPA always has referrals and recommendations. Some key things to keep in mind: - You will need a CPA who is licensed to practice in your state. Even for SaaS business unfortunately, the Govt. has not caught up and a lot of it comes down to which state your business is officially registered in. For example, if you are registered in NJ, find a CPA who can practice in NJ. A CPA who can only practice in IL won't be of much help other than general advice. - Unfortunately, there is no good way to find these CPAs. Trial and error. You can start with a CPA directory for your state and call at least 3-5 and ask your questions. Depending on how they answer your questions and your gut feeling, you can then choose one. Which state are you in btw ? I can recommend for NY, NJ, PA as our own CPA (who is decent) can do these 3 states.