Company lists · Data refreshed September 2026

Top 25 Cloud tax preparation services based in the United States

RevenueBase identified 2,172 company matches for cloud tax preparation services associated with the United States as of September 2026 and tracks 87,392 professional contacts across them, including 10,142 with verified work emails. Houston is the largest hub.

This list covers company matches for cloud tax preparation services associated with the United States, 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 27, 2026.

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 27, 2026 How this list was built
2,172Companies
87,392Contacts tracked
10,142Verified emails
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The 25 largest cloud tax preparation services based in the United States

Ranked by team size
Top 25 of 2,172 company matches for cloud tax preparation services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchKansas City, MO, United StatesHQ recorded Sep 27, 202610001+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 27, 2026 · View company records in RevenueBase
2Exact matchHurst, TX, United StatesHQ recorded Sep 27, 2026n/a6,260 contacts →

Exact match

“Liberty Tax is income tax preparation at its best: friendly, accurate, and with a money back guarantee.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Sep 27, 20261,001-5,0001,587 contacts →

Exact match

“Wolters Kluwer Tax & Accounting U.S.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4Exact matchKansas City, MO, United StatesHQ recorded Sep 27, 20261,001-5,0001,379 contacts →

Exact match

“We are Block Advisors by H&R Block.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5Exact matchFranklin, United StatesHQ recorded Sep 27, 2026501-1,000561 contacts →

Exact match

“Drake Software, a private company founded in 1977, provides software solutions to over tax and accounting firms that file more than 40 million tax returns every year.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6Exact matchExton, PA, United StatesHQ recorded Sep 27, 2026501-1,000364 contacts →

Exact match

“Cohesive is a leading solutions provider and systems integrator for IBM Maximo.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7Exact matchDallas, TX, United StatesHQ recorded Sep 27, 202651-200361 contacts →

Exact match

“TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8Exact matchAugusta, GA, United StatesHQ recorded Sep 27, 202651-200323 contacts →

Exact match

“Sagenext, based in Augusta, GA, is a trusted provider of secure cloud hosting solutions for CPAs, accountants, tax professionals, and small businesses across the globe.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9Exact matchLathrop, CA, United StatesHQ recorded Sep 27, 202651-200136 contacts →

Exact match

“CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10Exact matchFranklin, NC, United StatesHQ recorded Sep 27, 20261,001-5,000136 contacts →

Exact match

“Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software® and TaxAct®.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11Exact matchPlano, TX, United StatesHQ recorded Sep 27, 202651-200100 contacts →

Exact match

“At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12Exact matchCoconut Grove, FL, United StatesHQ recorded Sep 27, 202651-20091 contacts →

Exact match

“Tickmark’s flagship application, Taxfyle, was launched in 2015 as the “easiest way to file your taxes”.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-20079 contacts →

Exact match

“april partners with wealth management firms, banks, and SMB platforms to embed tax filing, planning, and insights directly into the financial platforms people use every day to…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14Exact matchValley Stream, NY, United StatesHQ recorded Sep 27, 202651-20078 contacts →

Exact match

“Tax Consulting Services Individual Tax Return Preparation * Electronic Filing * Refund Anticipation Loans * Same Day Refund Anticipation Loans * Refund Anticipation Checks * State…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15Exact matchPeachtree Corners, GA, United StatesHQ recorded Sep 27, 202651-20077 contacts →

Exact match

“BSI is a leading provider of U.S.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16Exact matchHouston, TX, United StatesHQ recorded Sep 27, 202611-5077 contacts →

Exact match

“Colbert/Ball Tax Service understands that whenever a customer visits their location for service, the client will be immediately assisted by a trained professional.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17Exact matchLa Jolla, CA, United StatesHQ recorded Sep 27, 20261,001-5,00060 contacts →

Exact match

“Founded in 1991, Santa Barbara Tax Products Group (sbtpg) became a Green Dot company in 2014.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-20055 contacts →

Exact match

“With clients in every country worldwide, Bright!Tax is the go-to cloud-based US expat tax prep firm most sought after by the 10 million Americans who are living abroad.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19Exact matchAtlanta, GA, United StatesHQ recorded Sep 27, 2026n/a44 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20Exact matchKaty, TX, United StatesHQ recorded Sep 27, 20261,001-5,00042 contacts →

Exact match

“RightTaxMate is trusted partner for individual and businesses seeking expert financial guidance and support.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21Exact matchDallas, TX, United StatesHQ recorded Sep 27, 202651-20042 contacts →

Exact match

“At IOOGO, we specialize in simplifying financial tasks for individuals and businesses of all sizes.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22Exact matchGlendale, CA, United StatesHQ recorded Sep 27, 202651-20040 contacts →

Exact match

“With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23Exact matchMiami, FL, United StatesHQ recorded Sep 27, 202651-20039 contacts →

Exact match

“At Gelt, we are committed to delivering top-tier tax solutions that enable you to retain more of your hard-earned income.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24Exact matchJersey City, NJ, United StatesHQ recorded Sep 27, 202651-20039 contacts →

Exact match

“Demystifying tax filing and delivering clear, honest insights on work, and modern life-so people can make smarter decisions, feel confident, and stop stressing about what…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25Exact matchIrvine, CA, United StatesHQ recorded Sep 27, 202651-20037 contacts →

Exact match

“Make sure you get every dollar back from the government.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

Showing 25 of 2,172 cloud tax preparation services based in the United States

See the full list, filter by size, metro and specialty, and access 10,142 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Cloud tax preparation services based in the United States at a glance

As of Sep 27, 2026
11.6%Verified-email coverage
40.2Average contacts per company
1-10Median size (employees)
2.6%Largest-city concentration · Houston
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
1,735
11-50
328
51-200
64
201-500
12
501-1,000
2
1,001-5,000
5
5,001-10,000
2
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 2,172 companies.

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.
What qualifies
Company records associated with the United States whose business descriptions match “cloud tax preparation services” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 10,142 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 27, 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.

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 “cloud tax preparation services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many cloud tax preparation services are there based in the United States?

RevenueBase identified 2,172 company matches for cloud tax preparation services associated with the United States 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 city has the most cloud tax preparation services?

Houston leads with 57 company records, followed by New York (55) and Atlanta (26).

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 10,142 professional contacts with verified work emails tracked across these 2,172 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 27, 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.