Company lists · Data refreshed September 2026

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

Name: Estate accounting firms based in Boca Raton, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 12, 2026 61 companies tracked

RevenueBase identified 61 estate accounting firms headquartered in 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. New York is the largest hub.

This list covers estate accounting firms headquartered in Boca Raton, 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 12, 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 12, 2026 86% judged on-target in blind review

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 estate accounting firms based in Boca Raton, United States, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to estate accounting 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Daszkal Bolton	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	201-500	43 contacts →
	Partial evidence “Daszkal Bolton LLP is a leading accounting and advisory services firm with offices throughout South Florida.” Source: RevenueBase Database · checked Sep 12, 2026
2	Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	11-50	17 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 12, 2026
3	Redgrave & Rosenthal LLP	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	11-50	14 contacts →
	Indirect evidence “Redgrave & Rosenthal LLP is a boutique law firm in Boca Raton, Florida.” Source: RevenueBase Database · checked Sep 12, 2026
4	Lawless, Edwards And Warren	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	11-50	14 contacts →
	Indirect evidence “Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with…” Source: RevenueBase Database · checked Sep 12, 2026
5	Katz Baskies & Wolf Pllc	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	11-50	13 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 12, 2026
6	Ellis LAW Group, P.L	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	12 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 12, 2026
7	Huth, Pratt & Milhauser, Pllc	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	11 contacts →
	Partial evidence “HPM is a well-established Estate Planning Law firm that specializes in all aspects of wealth transfer.” Source: RevenueBase Database · checked Sep 12, 2026
8	Generations Wealth Advisors	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	8 contacts →
	Indirect evidence “Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Source: RevenueBase Database · checked Sep 12, 2026
9	Florida Probate LAW Firm Pllc	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	8 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 12, 2026
10	Mycpa Advisory And Accounting Partners, P.A	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	11-50	7 contacts →
	Partial evidence “My CPA Advisory and Accounting Partners is a full-service Accounting and Business Advisory firm licensed in FL with an office in Boca Raton.” Source: RevenueBase Database · checked Sep 12, 2026
11	Baron Silver Stevens Financial Advisors, LLC	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	11-50	6 contacts →
	Partial evidence “Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning.” Source: RevenueBase Database · checked Sep 12, 2026
12	Moore Cpas	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	6 contacts →
	Indirect evidence “A family-run tax & financial management company” Source: RevenueBase Database · checked Sep 12, 2026
13	Howard Kaye Insurance Agency, LLC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	11-50	5 contacts →
	Indirect evidence “Here at the Howard Kaye Insurance Agency, we are the nation’s foremost authority on wealth creation, preservation, and distribution.” Source: RevenueBase Database · checked Sep 12, 2026
14	Vanness Law, Pllc	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	5 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 12, 2026
15	Guerra TAX And Wealth Planning, PA	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	4 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 12, 2026
16	Dunn Cpa, PA	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	4 contacts →
	Partial evidence “We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance for financial and business needs.” Source: RevenueBase Database · checked Sep 12, 2026
17	The A.I.D. Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	3 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 12, 2026
18	Westchester Financial Group	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	3 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 12, 2026
19	The Gudaitis CPA Firm Pllc	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	3 contacts →
	Partial evidence “The Gudaitis CPA Firm PLLC is a full-service accounting firm serving all of South Florida from our offices in Boca Raton.” Source: RevenueBase Database · checked Sep 12, 2026
20	Fiduciary Family Office	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	3 contacts →
	Partial evidence “Fiduciary Family Office serves as our clients’ Chief Financial Officer, providing sophisticated tax, estate, and investment solutions concurrent with timely financial analysis to…” Source: RevenueBase Database · checked Sep 12, 2026
21	Swan Wealth Management Group, INC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	2 contacts →
	Indirect evidence “SWAN Wealth Management Group helps individuals and families manage, preserve and transition their wealth.” Source: RevenueBase Database · checked Sep 12, 2026
22	Paul E Ghougasian, P.A	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	2 contacts →
	Partial evidence “Wills, Trusts, Estates and Tax Law Boutique Firm in Boca Raton, Florida” Source: RevenueBase Database · checked Sep 12, 2026
23	HH LAW	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	2 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 12, 2026
24	Kocher LAW Firm, Pllc	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	1-10	2 contacts →
	Partial evidence “Leading the way in Estate Planning, Asset Protection, Probate & Trust Administration, and Residential Real Estate & Title Services in Boca Raton, Florida.” Source: RevenueBase Database · checked Sep 12, 2026
25	Walser LAW Firm -Wills, Trusts, And Probate Attorneys	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 12, 2026	11-50	1 contacts →
	Indirect evidence “Protecting and preserving clients assets now and for future generations.” Source: RevenueBase Database · checked Sep 12, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: estate accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names estate accounting firms.
Partial evidence: Its own public description names part of estate accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

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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)

124.6%Largest-city concentration · New York

Sep 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Freshness & accuracy

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

Email last verified

Median 14.0d

1060–30

1731–60

061–90

090–180

5180+

Company record updated

Median 75.0d

00–30

11931–60

10461–90

5690–180

12180+

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 estate accounting 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 Boca Raton, United States whose own description of what they do matches “estate accounting 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 estate accounting 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 estate accounting firms, and records with no verified work email. Companies headquartered outside Boca Raton 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, 128 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 12, 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.

Estate accounting firms by metro in the United States

Estate accounting firms in New York76
Estate accounting firms in San Diego67
Estate accounting firms in Houston64
Estate accounting firms in Chicago55
Estate accounting firms in Los Angeles52
Estate accounting firms in Atlanta42
Estate accounting firms in Dallas38
Estate accounting firms in Boca Raton38

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

RevenueBase identified 61 estate accounting firms headquartered in Boca Raton, 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?

Daszkal Bolton, headquartered in Boca Raton, tops this list with the largest team on record.

Which city has the most estate accounting firms?

New York leads with 76 headquartered companies, followed by San Diego (67) and Houston (64).

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 128 verified decision-maker contacts tracked across these 61 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 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 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.