Company lists · Data refreshed September 2026
Top 25 Estate accounting firms based in Dallas, United States
RevenueBase identified 78 estate accounting firms headquartered in Dallas, United States as of September 2026 and tracks 413 professional contacts across them, including 201 with verified work emails and 164 with mobile numbers. New York is the largest hub.
This list covers estate accounting firms headquartered in Dallas, 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.
The 25 largest estate accounting firms based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 34 contacts → | ||||
Partial evidence “Turner, Stone & Company, LLP is an accounting company based out of 12700 PARK CENTRAL DR, Dallas, Texas, United States.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 2 | 26 contacts → | ||||
Indirect evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 3 | 22 contacts → | ||||
Indirect evidence “We Listen.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 4 | 22 contacts → | ||||
Indirect evidence “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 5 | 21 contacts → | ||||
Partial evidence “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 6 | 19 contacts → | ||||
Indirect evidence “Candy & Schonwald was formed in May 1976, by Jerry A.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Indirect evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Partial evidence “Estate planning and probate inevitably affect everyone at some point in their life.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 9 | 12 contacts → | ||||
Partial evidence “At Cohesion, we redefine accounting and finance, together with our clients.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Indirect evidence “Andrea Winters, P.C.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Partial evidence “JVP Law, PLLC is an estate planning and business law firm dedicated to protecting families and businesses for a lifetime.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Indirect evidence “We are committed to providing our clients with unparalleled, personalized service in reaching creative and effective solutions.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Indirect evidence “At LGT Financial Advisors, we serve founders, business owners, and multi-generational families whose financial lives demand precision, discretion, and coordination.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Indirect evidence “We are a Dallas CPA firm that has been focused on serving businesses and high net worth clients for more than 35 years.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Partial evidence “We have found that there are basically three reasons why people don’t continue their estate planning, business planning, or philanthropic planning.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “Pulliam & Cable, P.C.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Partial evidence “Advisors of Complex Tax, Accounting and Financial Matters The Burns Firm, Ltd.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence “For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Indirect evidence “Advisors Equity Group (AEG) is a diverse multi-disciplinary financial services equity partnership that provides access to a wide range of tax & capital-efficient solutions, as…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Partial evidence “Our accounting firm was founded in Dallas, Texas in 1981, and has been in operation in the Dallas area since that time.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Indirect evidence “R.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Indirect evidence “A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
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 78 estate accounting firms based in Dallas, United States
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Estate accounting firms based in Dallas, United States at a glance
As of Sep 12, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 14.0dCompany record updated
Median 59.0dHow 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 Dallas, 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 Dallas 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, 201 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 Dallas, United States?
RevenueBase identified 78 estate accounting firms headquartered in Dallas, 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?
Turner, Stone & Company, L.L.P, headquartered in Dallas, 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 201 verified decision-maker contacts tracked across these 78 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.
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