Company lists · Data refreshed September 2026

Top 25 Cloud tax preparation services based in the United States

RevenueBase identified 2,172 cloud tax preparation services headquartered in 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 cloud tax preparation services headquartered in the United States, 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 27, 2026.

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 27, 2026 86% judged on-target in blind review
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 cloud tax preparation services based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to cloud tax preparation services: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceKansas City, MO, United StatesHQ checked Sep 27, 202610001+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 27, 2026
2Strong evidenceHurst, TX, United StatesHQ checked Sep 27, 2026n/a6,260 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 20261,001-5,0001,587 contacts →

Partial evidence

“Wolters Kluwer Tax & Accounting U.S.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceKansas City, MO, United StatesHQ checked Sep 27, 20261,001-5,0001,379 contacts →

Indirect evidence

“We are Block Advisors by H&R Block.”

Source: RevenueBase Database · checked Sep 27, 2026
5Partial evidenceFranklin, United StatesHQ checked Sep 27, 2026501-1,000561 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceExton, PA, United StatesHQ checked Sep 27, 2026501-1,000364 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
7Partial evidenceDallas, TX, United StatesHQ checked Sep 27, 202651-200361 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
8Strong evidenceAugusta, GA, United StatesHQ checked Sep 27, 202651-200323 contacts →

Strong evidence

“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.”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceLathrop, CA, United StatesHQ checked Sep 27, 202651-200136 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
10Partial evidenceFranklin, NC, United StatesHQ checked Sep 27, 20261,001-5,000136 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
11Strong evidencePlano, TX, United StatesHQ checked Sep 27, 202651-200100 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
12Partial evidenceCoconut Grove, FL, United StatesHQ checked Sep 27, 202651-20091 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-20079 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 27, 2026
14Strong evidenceValley Stream, NY, United StatesHQ checked Sep 27, 202651-20078 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidencePeachtree Corners, GA, United StatesHQ checked Sep 27, 202651-20077 contacts →

Indirect evidence

“BSI is a leading provider of U.S.”

Source: RevenueBase Database · checked Sep 27, 2026
16Partial evidenceHouston, TX, United StatesHQ checked Sep 27, 202611-5077 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
17Partial evidenceLa Jolla, CA, United StatesHQ checked Sep 27, 20261,001-5,00060 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
18Strong evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-20055 contacts →

Strong evidence

“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.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 2026n/a44 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceKaty, TX, United StatesHQ checked Sep 27, 20261,001-5,00042 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceDallas, TX, United StatesHQ checked Sep 27, 202651-20042 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
22Strong evidenceGlendale, CA, United StatesHQ checked Sep 27, 202651-20040 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
23Partial evidenceMiami, FL, United StatesHQ checked Sep 27, 202651-20039 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
24Partial evidenceJersey City, NJ, United StatesHQ checked Sep 27, 202651-20039 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceIrvine, CA, United StatesHQ checked Sep 27, 202651-20037 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 27, 2026

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

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among cloud tax preparation services, 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.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “cloud tax preparation services”. 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 cloud tax preparation services), 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 cloud tax preparation services, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
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, 10,142 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 27, 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.

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

RevenueBase identified 2,172 cloud tax preparation services headquartered in the United States 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 city has the most cloud tax preparation services?

Houston leads with 57 headquartered companies, followed by New York (54) and Atlanta (26).

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 10,142 verified decision-maker contacts tracked across these 2,172 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 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 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.