Company lists · Data refreshed September 2026

Top 25 Erp companies for tax firms based in the United States

RevenueBase identified 2,213 erp companies for tax firms headquartered in the United States as of September 2026 and tracks 80,670 professional contacts across them, including 16,379 with verified work emails. New York is the largest hub.

This list covers erp companies for tax firms 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 28, 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 28, 2026 86% judged on-target in blind review
2,213Companies
80,670Contacts tracked
16,379Verified emails
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The 25 largest erp companies for tax firms based in the United States

Ranked by team size
Top 25 of 2,213 erp companies for tax firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to erp companies for tax 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceKansas City, MO, United StatesHQ checked Sep 28, 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 28, 2026
2Partial evidenceDallas, TX, United StatesHQ checked Sep 28, 20265,001-10,0006,089 contacts →

Partial evidence

“Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0001,587 contacts →

Partial evidence

“Wolters Kluwer Tax & Accounting U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceFort Wayne, IN, United StatesHQ checked Sep 28, 2026501-1,000861 contacts →

Partial evidence

“Great Place to Work® Certified™ DMA, a proudly employee-owned company, has been solving corporate tax challenges for its clients since 1972.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceFranklin, United StatesHQ checked Sep 28, 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 28, 2026
6Indirect evidenceExton, PA, United StatesHQ checked Sep 28, 2026501-1,000364 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceSterling, VA, United StatesHQ checked Sep 28, 2026201-500347 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 28, 2026
8Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 2026501-1,000289 contacts →

Indirect evidence

“SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceHouston, TX, United StatesHQ checked Sep 28, 2026501-1,000269 contacts →

Indirect evidence

“Growth exposes financial weakness.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceDallas, TX, United StatesHQ checked Sep 28, 2026201-500224 contacts →

Partial evidence

“In operation since 1978, KE Andrews is one of the largest state and local tax firms in the country, managing over $500 billion in assets.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceFayetteville, AR, United StatesHQ checked Sep 28, 202651-200206 contacts →

Partial evidence

“Zenwork, through its Tax1099 and Compliancely brands, is a fast-growing digital tax compliance and regulatory reporting technology company, with 10+ years of experience powering…”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceMiami, FL, United StatesHQ checked Sep 28, 2026201-500191 contacts →

Strong evidence

“We are the #1 ERP & Tax Compliance experts supporting the whole Latin American and Caribbean region.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceAnn Arbor, MI, United StatesHQ checked Sep 28, 2026201-500140 contacts →

Partial evidence

“SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceLathrop, CA, United StatesHQ checked Sep 28, 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 28, 2026
15Indirect evidenceFresno, CA, United StatesHQ checked Sep 28, 202651-200133 contacts →

Indirect evidence

“Boos & Associates, a Professional Corporation is a regional certified public accounting and consulting firm.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-500130 contacts →

Partial evidence

“If you are running your own accounting and tax consulting practice, you must like this by all means.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceNew York, CA, United StatesHQ checked Sep 28, 2026501-1,000116 contacts →

Partial evidence

“ERTC Express is a tax consulting firm providing expert assistance to small business clients around the Employee Retention Tax Credit.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceCollege Station, TX, United StatesHQ checked Sep 28, 202611-50104 contacts →

Partial evidence

“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceSheridan, WY, United StatesHQ checked Sep 28, 202651-200102 contacts →

Partial evidence

“There are many companies that offer tax credit and incentive consulting services.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidencePlano, TX, United StatesHQ checked Sep 28, 202651-200100 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceValley Stream, NY, United StatesHQ checked Sep 28, 202651-20078 contacts →

Partial 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 28, 2026
22Indirect evidenceOakbrook Terrace, IL, United StatesHQ checked Sep 28, 202651-20074 contacts →

Indirect evidence

“XIT Solutions Inc, is a decade old startup with presence in US, Canada & India.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceDelray Beach, FL, United StatesHQ checked Sep 28, 202611-5071 contacts →

Partial evidence

“Sigma Tax Pro serves professional Tax Preparers, Accountants, and CPAs with industry-leading software solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceSt George, UT, United StatesHQ checked Sep 28, 202651-20064 contacts →

Partial evidence

“As the area’s largest full-service CPA firm, we are uniquely qualified to handle the most challenging tax issues as well as prepare simple returns in a cost-effective manner.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceWalnut Creek, CA, United StatesHQ checked Sep 28, 202651-20061 contacts →

Indirect evidence

“Navolio & Tallman LLP offers both the technical expertise of a “Big Four” accounting firm and the personalized client service only a smaller firm provides.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 2,213 erp companies for tax firms based in the United States

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Erp companies for tax firms based in the United States at a glance

As of Sep 28, 2026
20.3%Verified-email coverage
36.5Average contacts per company
1-10Median size (employees)
2.8%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
1,625
11-50
437
51-200
98
201-500
17
501-1,000
8
1,001-5,000
2
5,001-10,000
1
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 2,213 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 erp companies for tax 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.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “erp companies for tax 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 erp companies for tax 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 erp companies for tax firms, 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, 16,379 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 28, 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 erp companies for tax 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 erp companies for tax firms are there based in the United States?

RevenueBase identified 2,213 erp companies for tax firms 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 erp companies for tax firms?

New York leads with 63 headquartered companies, followed by Houston (60) and Dallas (33).

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 16,379 verified decision-maker contacts tracked across these 2,213 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 28, 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.