Company lists · Data refreshed September 2026

Top 25 Tax preparation services for investment firms worldwide

Name: Tax preparation services for investment firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 10,870 companies tracked

RevenueBase identified 10,870 tax preparation services for investment firms worldwide as of September 2026 and tracks 117,932 professional contacts across them, including 21,463 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers tax preparation services for investment firms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026. Country and city lists for tax preparation services for investment firms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

10,870Companies

117,932Contacts tracked

21,463Verified emails

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The 25 largest tax preparation services for investment firms worldwide

Ranked by team size

Top 25 of 10,870 tax preparation services for investment firms worldwide, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to tax preparation services for investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	H&r Block	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 29, 2026	10001+	59,451 contacts →
	Indirect evidence “H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere.” Source: RevenueBase Database · checked Sep 29, 2026
2	Block Advisors	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,379 contacts →
	Indirect evidence “We are Block Advisors by H&R Block.” Source: RevenueBase Database · checked Sep 29, 2026
3	Chevez Ruiz Zamarripa	Indirect evidence	Ciudad De Mexico, MexicoHQ checked Sep 29, 2026	501-1,000	683 contacts →
	Indirect evidence “Chevez Ruiz Zamarripa, es una firma especializada en la Asesoría y Consultoría Fiscal de alto nivel, que se distingue por prestar servicios personalizados con total…” Source: RevenueBase Database · checked Sep 29, 2026
4	HBK Cpas & Consultants	Indirect evidence	Canfield, OH, United StatesHQ checked Sep 29, 2026	501-1,000	641 contacts →
	Indirect evidence “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Source: RevenueBase Database · checked Sep 29, 2026
5	Anchin	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	501-1,000	602 contacts →
	Partial evidence “Effective July 1, 2026, Anchin combined with Baker Tilly, a leading advisory, tax, and assurance firm with a national and global presence across major U.S.” Source: RevenueBase Database · checked Sep 29, 2026
6	H&r Block Australia	Partial evidence	Thornleigh, AustraliaHQ checked Sep 29, 2026	501-1,000	412 contacts →
	Partial evidence “As Australia’s largest preparer of personal income tax returns, with over 400 offices across Australia, expert help is never far away.” Source: RevenueBase Database · checked Sep 29, 2026
7	Apercen Partners LLC	Partial evidence	Palo Alto, CA, United StatesHQ checked Sep 29, 2026	201-500	399 contacts →
	Partial evidence “Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Source: RevenueBase Database · checked Sep 29, 2026
8	Cohesive	Indirect evidence	Exton, PA, United StatesHQ checked Sep 29, 2026	501-1,000	364 contacts →
	Indirect evidence “Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Source: RevenueBase Database · checked Sep 29, 2026
9	Advantage ONE TAX Consulting	Partial evidence	Sterling, VA, United StatesHQ checked Sep 29, 2026	201-500	347 contacts →
	Partial evidence “Advantage One Tax Consulting is a multi-disciplinary group of highly experienced tax professionals who understand the tax practice in its true spirit, examine the issues it faces…” Source: RevenueBase Database · checked Sep 29, 2026
10	Taxprime	Partial evidence	Jakarta Selatan, IndonesiaHQ checked Sep 29, 2026	201-500	269 contacts →
	Partial evidence “TaxPrime is a Tax Consulting Firm, based in Jakarta, the Capital City of Indonesia.” Source: RevenueBase Database · checked Sep 29, 2026
11	Mayatax	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	501-1,000	269 contacts →
	Indirect evidence “Growth exposes financial weakness.” Source: RevenueBase Database · checked Sep 29, 2026
12	Small Business Services	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	n/a	229 contacts →
	Partial evidence “Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Source: RevenueBase Database · checked Sep 29, 2026
13	MBE Cpas	Partial evidence	Baraboo, WI, United StatesHQ checked Sep 29, 2026	51-200	201 contacts →
	Partial evidence “We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Source: RevenueBase Database · checked Sep 29, 2026
14	EY Private Client Services	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	10001+	177 contacts →
	Partial evidence “Thoughtfully structuring and managing your tax affairs is more important than ever.” Source: RevenueBase Database · checked Sep 29, 2026
15	Soluzione Tasse	Indirect evidence	Milano, ItalyHQ checked Sep 29, 2026	201-500	139 contacts →
	Indirect evidence “Soluzione Tasse è una società specializzata in pianificazione fiscale e protezione del patrimonio che si avvale di team di 35 professionisti, tra cui dottori commercialisti…” Source: RevenueBase Database · checked Sep 29, 2026
16	Acuity Professional Group	Indirect evidence	London, United KingdomHQ checked Sep 29, 2026	51-200	138 contacts →
	Indirect evidence “We are a financial Professional Services firm, committed to giving you a simple and straightforward experience and ensuring you get the sophisticated financial outcomes you want.” Source: RevenueBase Database · checked Sep 29, 2026
17	HSJ Accountants, Business & TAX Advisors	Partial evidence	Newport, United KingdomHQ checked Sep 29, 2026	51-200	134 contacts →
	Partial evidence “Award winning accountants & tax advisors based in Newport, South Wales.” Source: RevenueBase Database · checked Sep 29, 2026
18	Lavine, Lofgren, Morris & Engelberg, LLP	Indirect evidence	La Jolla, CA, United StatesHQ checked Sep 29, 2026	51-200	118 contacts →
	Indirect evidence “Since 1985, we’ve built a firm where clients receive the highest quality of services, where our people play an important role as they grow professionally and where we as a firm…” Source: RevenueBase Database · checked Sep 29, 2026
19	Jade Fiducial	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	51-200	114 contacts →
	Partial evidence “Advisory & Tax Services With 14 Offices in the USA, located in Atlanta, Boston, Chicago, Dallas, Fort Lauderdale, Houston, Los Angeles, Miami, New York, Orlando, Palo Alto, San…” Source: RevenueBase Database · checked Sep 29, 2026
20	Flsv LLP	Partial evidence	Garden City, NY, United StatesHQ checked Sep 29, 2026	51-200	109 contacts →
	Partial evidence “Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Source: RevenueBase Database · checked Sep 29, 2026
21	Holistiplan	Partial evidence	College Station, TX, United StatesHQ checked Sep 29, 2026	11-50	104 contacts →
	Partial evidence “Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Source: RevenueBase Database · checked Sep 29, 2026
22	AOG	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	11-50	101 contacts →
	Partial evidence “Welcome to AOG, your esteemed accounting and tax partner, serving SMEs and high-net-worth individuals in the UK and abroad.” Source: RevenueBase Database · checked Sep 29, 2026
23	Mytaxfiler	Strong evidence	Plano, TX, United StatesHQ checked Sep 29, 2026	51-200	100 contacts →
	Strong evidence “At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.” Source: RevenueBase Database · checked Sep 29, 2026
24	Ventura Pranas	Indirect evidence	Chennai, IndiaHQ checked Sep 29, 2026	51-200	92 contacts →
	Indirect evidence “Ventura Pranas is a cross-border advisory firm providing specialised solutions to individuals and companies across the US, India, and Singapore.” Source: RevenueBase Database · checked Sep 29, 2026
25	Murphy, Murphy & Murphy, Cpas	Indirect evidence	Cypress, CA, United StatesHQ checked Sep 29, 2026	51-200	91 contacts →
	Indirect evidence “Our mission is to provide our clients with the best in professional services, with an authentic personal approach.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: tax preparation services for investment firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names tax preparation services for investment firms.
Partial evidence: Its own public description names part of tax preparation services for investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name tax preparation services for investment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 10,870 tax preparation services for investment firms worldwide

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Tax preparation services for investment firms worldwide at a glance

As of Sep 29, 2026

18.2%Verified-email coverage

10.8Average contacts per company

1-10Median size (employees)

1.5%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

8,109

11-50

2,251

51-200

308

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among tax preparation services for investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for tax preparation services for investment firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “tax preparation services for investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names tax preparation services for investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among tax preparation services for investment firms, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 21,463 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Tax preparation services for investment firms by location

41 lists · largest first

Every Tax preparation services for investment firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names tax preparation services for investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many tax preparation services for investment firms are there worldwide?

RevenueBase identified 10,870 tax preparation services for investment firms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

H&r Block, headquartered in Kansas City, tops this list with the largest team on record.

Which country has the most tax preparation services for investment firms?

The United States leads with 6,509 companies, followed by Germany (761) and Canada (502). Every tax preparation services for investment firms list by country and city is linked on this page.

Which city has the most tax preparation services for investment firms?

New York leads with 160 headquartered companies, followed by Houston (122) and Miami (77).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 21,463 verified decision-maker contacts tracked across these 10,870 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.