Company lists · Data refreshed September 2026

Top 25 Estate accounting firms based in Boca Raton, United States

RevenueBase identified 61 company matches for estate accounting firms associated with Boca Raton, United States as of September 2026 and tracks 291 professional contacts across them, including 128 with verified work emails and 157 with mobile numbers. Across the United States, New York is the largest hub for this category (76 companies); Boca Raton has 38.

This list covers company matches for estate accounting firms associated with Boca Raton, 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 12, 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 12, 2026 How this list was built
61Companies
291Contacts tracked
128Verified emails
157Mobile numbers
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The 25 largest estate accounting firms based in Boca Raton, United States

Ranked by team size
Top 25 of 61 company matches for estate accounting firms based in Boca Raton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 12, 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 matchBoca Raton, FL, United StatesHQ recorded Sep 12, 2026201-50043 contacts →

Exact match

“Daszkal Bolton LLP is a leading accounting and advisory services firm with offices throughout South Florida.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
2Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 202611-5017 contacts →

Exact match

“A boutique law firm located in Boca Raton, Florida, with a practice limited to tax, estate planning, probate & trust law, and related litigation and commercial matters.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
3Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 202611-5014 contacts →

Exact match

“Redgrave & Rosenthal LLP is a boutique law firm in Boca Raton, Florida.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
4Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 202611-5014 contacts →

Exact match

“Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with…”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
5Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 202611-5013 contacts →

Exact match

“At Katz Baskies Wolf PLLC we are dedicated to providing premier legal service to clients engaged in private wealth creation, preservation, management and transfer, for themselves…”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
6Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-1012 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
7Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-1011 contacts →

Exact match

“HPM is a well-established Estate Planning Law firm that specializes in all aspects of wealth transfer.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
8Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-108 contacts →

Exact match

“Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
9Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-108 contacts →

Exact match

“The Florida Probate Firm is equipped to provide affordable and timely probate services for the settling of an estate with property located in any of Florida’s sixty-seven counties.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
10Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 202611-507 contacts →

Exact match

“My CPA Advisory and Accounting Partners is a full-service Accounting and Business Advisory firm licensed in FL with an office in Boca Raton.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
11Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 202611-506 contacts →

Exact match

“Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
12Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-106 contacts →

Exact match

“A family-run tax & financial management company”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
13Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 202611-505 contacts →

Exact match

“Here at the Howard Kaye Insurance Agency, we are the nation’s foremost authority on wealth creation, preservation, and distribution.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
14Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-105 contacts →

Exact match

“VanNess Law PLLC is a concierge type law firm assisting clients and advisors across the county in the implementation of wealth transfer and business strategies.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
15Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-104 contacts →

Exact match

“Guerra TWP assists high net worth individuals, business owners and their families in the establishment of trusts and business entities designed to- Minimize and/or eliminate…”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
16Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-104 contacts →

Exact match

“We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance for financial and business needs.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
17Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-103 contacts →

Exact match

“Amid an ever-changing investment landscape, we believe investors will want to work with and confide in a firm that will consistently guide them through the intricacies of…”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
18Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-103 contacts →

Exact match

“Westchester Financial Group is an International consulting company which acts in a global, agile and versatile manner in international asset protection, tax and estate planning.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
19Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-103 contacts →

Exact match

“The Gudaitis CPA Firm PLLC is a full-service accounting firm serving all of South Florida from our offices in Boca Raton.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
20Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-103 contacts →

Exact match

“Fiduciary Family Office serves as our clients’ Chief Financial Officer, providing sophisticated tax, estate, and investment solutions concurrent with timely financial analysis to…”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
21Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-102 contacts →

Exact match

“SWAN Wealth Management Group helps individuals and families manage, preserve and transition their wealth.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
22Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-102 contacts →

Exact match

“Wills, Trusts, Estates and Tax Law Boutique Firm in Boca Raton, Florida”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
23Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-102 contacts →

Exact match

“HH Law, based in Boca Raton and Delray Beach, Florida, focuses on comprehensive estate planning services, probate and trust administration, tax matters, and asset protection…”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
24Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 20261-102 contacts →

Exact match

“Leading the way in Estate Planning, Asset Protection, Probate & Trust Administration, and Residential Real Estate & Title Services in Boca Raton, Florida.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
25Exact matchBoca Raton, FL, United StatesHQ recorded Sep 12, 202611-501 contacts →

Exact match

“Protecting and preserving clients assets now and for future generations.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase

Showing 25 of 61 estate accounting firms based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 128 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate accounting firms based in Boca Raton, United States at a glance

As of Sep 12, 2026
44.0%Verified-email coverage
54.0%Mobile-number coverage
4.8Average contacts per company
1-10Median size (employees)
Sep 12, 2026Page data refreshed

Companies by employee count

1-10
46
11-50
13
51-200
1
201-500
1

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 14.0d

Company record updated

Median 75.0d

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 Boca Raton, United States whose business descriptions match “estate accounting 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. 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 128 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 12, 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 “estate accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate accounting firms are there based in Boca Raton, United States?

RevenueBase identified 61 company matches for estate accounting firms associated with Boca Raton, 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?

Daszkal Bolton tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most estate accounting firms?

New York leads the United States with 76 company records, followed by San Diego (67) and Houston (64). Boca Raton has 38.

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 128 professional contacts with verified work emails tracked across these 61 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 12, 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.