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 company matches for 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 company matches for tax preparation services for investment firms worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. 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 SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built

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 company matches for tax preparation services for investment firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	H&r Block	Exact match	Kansas City, MO, United StatesHQ recorded Sep 29, 2026	10001+	59,451 contacts →
	Exact match “H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Block Advisors	Exact match	Kansas City, MO, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,379 contacts →
	Exact match “We are Block Advisors by H&R Block.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Chevez Ruiz Zamarripa	Exact match	Ciudad De Mexico, MexicoHQ recorded Sep 29, 2026	501-1,000	683 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	HBK Cpas & Consultants	Exact match	Canfield, OH, United StatesHQ recorded Sep 29, 2026	501-1,000	641 contacts →
	Exact match “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Anchin	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	501-1,000	602 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	H&r Block Australia	Exact match	Thornleigh, AustraliaHQ recorded Sep 29, 2026	501-1,000	412 contacts →
	Exact match “As Australia’s largest preparer of personal income tax returns, with over 400 offices across Australia, expert help is never far away.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Apercen Partners LLC	Exact match	Palo Alto, CA, United StatesHQ recorded Sep 29, 2026	201-500	399 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Cohesive	Exact match	Exton, PA, United StatesHQ recorded Sep 29, 2026	501-1,000	364 contacts →
	Exact match “Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Advantage ONE TAX Consulting	Exact match	Sterling, VA, United StatesHQ recorded Sep 29, 2026	201-500	347 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Taxprime	Exact match	Jakarta Selatan, IndonesiaHQ recorded Sep 29, 2026	201-500	269 contacts →
	Exact match “TaxPrime is a Tax Consulting Firm, based in Jakarta, the Capital City of Indonesia.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Mayatax	Exact match	Houston, TX, United StatesHQ recorded Sep 29, 2026	501-1,000	269 contacts →
	Exact match “Growth exposes financial weakness.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Small Business Services	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	n/a	229 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	MBE Cpas	Exact match	Baraboo, WI, United StatesHQ recorded Sep 29, 2026	51-200	201 contacts →
	Exact match “We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	EY Private Client Services	Exact match	London, United KingdomHQ recorded Sep 29, 2026	10001+	177 contacts →
	Exact match “Thoughtfully structuring and managing your tax affairs is more important than ever.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Soluzione Tasse	Exact match	Milano, ItalyHQ recorded Sep 29, 2026	201-500	139 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Acuity Professional Group	Exact match	London, United KingdomHQ recorded Sep 29, 2026	51-200	138 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	HSJ Accountants, Business & TAX Advisors	Exact match	Newport, United KingdomHQ recorded Sep 29, 2026	51-200	134 contacts →
	Exact match “Award winning accountants & tax advisors based in Newport, South Wales.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Lavine, Lofgren, Morris & Engelberg, LLP	Exact match	La Jolla, CA, United StatesHQ recorded Sep 29, 2026	51-200	118 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Jade Fiducial	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	114 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Flsv LLP	Exact match	Garden City, NY, United StatesHQ recorded Sep 29, 2026	51-200	109 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Holistiplan	Exact match	College Station, TX, United StatesHQ recorded Sep 29, 2026	11-50	104 contacts →
	Exact match “Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	AOG	Exact match	London, United KingdomHQ recorded Sep 29, 2026	11-50	101 contacts →
	Exact match “Welcome to AOG, your esteemed accounting and tax partner, serving SMEs and high-net-worth individuals in the UK and abroad.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Mytaxfiler	Exact match	Plano, TX, United StatesHQ recorded Sep 29, 2026	51-200	100 contacts →
	Exact match “At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Ventura Pranas	Exact match	Chennai, IndiaHQ recorded Sep 29, 2026	51-200	92 contacts →
	Exact match “Ventura Pranas is a cross-border advisory firm providing specialised solutions to individuals and companies across the US, India, and Singapore.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Murphy, Murphy & Murphy, Cpas	Exact match	Cypress, CA, United StatesHQ recorded Sep 29, 2026	51-200	91 contacts →
	Exact match “Our mission is to provide our clients with the best in professional services, with an authentic personal approach.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “tax preparation services for investment firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, 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: Company records worldwide whose business descriptions match “tax preparation services for investment firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 21,463 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

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 SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “tax preparation services for investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 10,870 company matches for tax preparation services for investment firms worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

H&r Block tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 21,463 professional contacts with verified work emails tracked across these 10,870 companies; direct dials are available where recorded.

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 SmartSearch, 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.