Company lists · Data refreshed September 2026
Top 25 Estate tax planning firms based in San Diego, United States
RevenueBase identified 37 company matches for estate tax planning firms associated with San Diego, United States as of September 2026 and tracks 234 professional contacts across them, including 133 with verified work emails. Across the United States, New York is the largest hub for this category (47 companies); San Diego follows with 37.
This list covers company matches for estate tax planning firms associated with San Diego, 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 20, 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.
The 25 largest estate tax planning firms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 37 contacts → | ||||
Exact match “Most estate planning attorneys don’t struggle because they lack skill.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 34 contacts → | ||||
Exact match “RJS LAW is San Diego and Southern California’s leading tax law firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 27 contacts → | ||||
Exact match “Hughes & Pizzuto, APC traces its roots to Glenn Wright Jacobs & Schell, founded in 1952 by Eugene Glenn and Leroy A.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 17 contacts → | ||||
Exact match “Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 15 contacts → | ||||
Exact match “With LPA, you can keep more of what you earn with proactive tax planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match “Strazzeri Mancini LLP: Helping successful families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “At Vanguard Legal Group, we believe Estate Planning should be simple, accessible, and personalized.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “The Lawyer in Blue Jeans Group is a San Diego based law firm dedicated to providing first-class estate planning attorney services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Sullivan, McGibbons, Crickard & Associates, LLP (SMC) is a San Diego law firm specializing in estate planning, estate and trust administration, tax preparation and planning and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Henderson, Caverly, Pum & Trytten LLP, is a full-service estates and trusts law firm, handling all aspects of wealth transfer planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Barger and Battiest Law, APC is the result of a cherished friendship and working relationship that began on January 13, 2010 between Danielle P.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Most high earners and business owners overpay for years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “We’re a mission-driven tax planning firm with an abundantly clear reason for being: To increase our clients’ net-worth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Our firm is specialized to provide you time-tested wealth preservation strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Anderson Reynard LLP is a firm which practices in the areas of estate planning, trust and probate law and related tax, business, real estate and litigation issues.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “At the San Diego, Del Mar, Carmel Valley estate planning law firm of Hatley Law Group APC, we engage in “Estate planning viewed through the lens of asset protection.”™ In practice…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “San Diego Legacy Law, PC is a boutique law practice in the heart of San Diego that offers comprehensive estate planning and asset protection.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “LivingTrustAdvisor.com assists individuals, families, and businesses in structuring their estates.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “We approach our client's situations from a unique perspective.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “McLaughlin Legal is a boutique San Diego tax law firm, organized into two overlapping and complementary practice areas:(1) tax litigation and controversies, and (2) tax and estate…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “We are a Tax Planning and Business Advisory firm in San Diego, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “At Golemb Accountancy Corporation, we help fiduciaries, attorneys, surviving spouses, families, and executors manage the complex tasks of estate and trusts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Law & Accounting.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Duisters & Parvizi is a specialty firm focusing on the areas of Estate Planning and Trust Administration.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “estate tax planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 37 estate tax planning firms based in San Diego, United States
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Estate tax planning firms based in San Diego, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 37 companies.
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 San Diego, United States whose business descriptions match “estate tax planning 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 133 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 20, 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.
Estate tax planning firms by metro in the United States
- Estate tax planning firms in New York47
- Estate tax planning firms in Houston36
- Estate tax planning firms in Atlanta35
- Estate tax planning firms in Chicago31
- Estate tax planning firms in Los Angeles29
- Estate tax planning firms in Austin28
- Estate tax planning firms in Dallas27
- Estate tax planning firms in Boca Raton26
- Estate tax planning firms in Denver25
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 tax planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate tax planning firms are there based in San Diego, United States?
RevenueBase identified 37 company matches for estate tax planning firms associated with San Diego, 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?
American Academy Of Estate Planning Attorneys 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 tax planning firms?
New York leads the United States with 47 company records, followed by San Diego (37) and Houston (36).
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 133 professional contacts with verified work emails tracked across these 37 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 37 estate tax planning firms based in San Diego, United States. Start with a free account, no credit card.
Download this list →Related lists
Estate tax planning firms by geography
- Estate tax planning firms based in Atlanta, United States
- Estate tax planning firms based in Austin, United States
- Estate tax planning firms based in Boca Raton, United States
- Estate tax planning firms based in Chicago, United States
- Estate tax planning firms based in Dallas, United States
- Estate tax planning firms based in Denver, United States
- Estate tax planning firms based in Houston, United States
- Estate tax planning firms based in Los Angeles, United States
- Estate tax planning firms based in New York, United States
- Estate tax planning firms based in Australia
- Estate tax planning firms based in Canada
- Estate tax planning firms based in France
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate tax planning firms based in Atlanta, United States
- Estate tax planning firms based in Austin, United States
- Estate tax planning firms based in Boca Raton, United States
- Estate tax planning firms based in Chicago, United States
- Estate tax planning firms based in Dallas, United States
- Estate tax planning firms based in Denver, United States
Company intelligence · public preview
Top 25 estate tax planning firms based in San Diego, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 37 matching company records for estate tax planning firms based in San Diego, United States, with 234 tracked contacts and 133 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate tax planning firms based in San Diego, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 37 contacts → |
“Most estate planning attorneys don’t struggle because they lack skill.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  RJS LAWirssolution.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 34 contacts → |
“RJS LAW is San Diego and Southern California’s leading tax law firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Hughes & Pizzuto, APChplawsd.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 27 contacts → |
“Hughes & Pizzuto, APC traces its roots to Glenn Wright Jacobs & Schell, founded in 1952 by Eugene Glenn and Leroy A.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Weiner LAWweinerlegacylaw.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 17 contacts → |
“Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Legacy Park Advisorslegacpa.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 15 contacts → |
“With LPA, you can keep more of what you earn with proactive tax planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Strazzeri Mancini, LLPstrazzerimancini.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 14 contacts → |
“Strazzeri Mancini LLP: Helping successful families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Vanguard Legal Groupvanguardlegalgroup.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“At Vanguard Legal Group, we believe Estate Planning should be simple, accessible, and personalized.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Lawyer In Blue Jeans Grouplawyerinbluejeans.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“The Lawyer in Blue Jeans Group is a San Diego based law firm dedicated to providing first-class estate planning attorney services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Sullivan, Mcgibbons, Crickard & Associates, LLPsmalawsd.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“Sullivan, McGibbons, Crickard & Associates, LLP (SMC) is a San Diego law firm specializing in estate planning, estate and trust administration, tax preparation and planning and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Preston Estate Planningprestonestateplanning.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 4 contacts → |
“Henderson, Caverly, Pum & Trytten LLP, is a full-service estates and trusts law firm, handling all aspects of wealth transfer planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Barger And Battiest Law, APCdbsquaredlaw.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Barger and Battiest Law, APC is the result of a cherished friendship and working relationship that began on January 13, 2010 between Danielle P.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Roadmap TAX Services, INCroadmaptax.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Most high earners and business owners overpay for years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Stees, Walker & Company, LLPswc.cpaHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“We’re a mission-driven tax planning firm with an abundantly clear reason for being: To increase our clients’ net-worth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Legacy APClegacycounselor.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Our firm is specialized to provide you time-tested wealth preservation strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Anderson Reynard LLParlawplanners.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Anderson Reynard LLP is a firm which practices in the areas of estate planning, trust and probate law and related tax, business, real estate and litigation issues.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Hatley LAW Group, A P.Chatleylawgroup.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“At the San Diego, Del Mar, Carmel Valley estate planning law firm of Hatley Law Group APC, we engage in “Estate planning viewed through the lens of asset protection.”™ In practice…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | SAN Diego Legacy Law, PCsdlegacylaw.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“San Diego Legacy Law, PC is a boutique law practice in the heart of San Diego that offers comprehensive estate planning and asset protection.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | livingtrustadvisor.comlivingtrustadvisor.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“LivingTrustAdvisor.com assists individuals, families, and businesses in structuring their estates.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Estate Resource Groupestateresourcegroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“We approach our client's situations from a unique perspective.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Mclaughlin Legal SAN Diego TAX Attorneysmclaughlinlegal.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“McLaughlin Legal is a boutique San Diego tax law firm, organized into two overlapping and complementary practice areas:(1) tax litigation and controversies, and (2) tax and estate…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  DEL Cerro Tax, LLPdelcerrotax.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“We are a Tax Planning and Business Advisory firm in San Diego, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Golemb Accountancy Corporationgolembcpas.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“At Golemb Accountancy Corporation, we help fiduciaries, attorneys, surviving spouses, families, and executors manage the complex tasks of estate and trusts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  David Thomas, Cpa, ESQdthomascpaesq.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Law & Accounting.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Duisters & Parvizi, APCdplawca.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Duisters & Parvizi is a specialty firm focusing on the areas of Estate Planning and Trust Administration.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 37 company matches
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Estate tax planning firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
37 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 37 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate tax planning firms by metro in the United States
- Estate tax planning firms in New York47
- Estate tax planning firms in Houston36
- Estate tax planning firms in Atlanta35
- Estate tax planning firms in Chicago31
- Estate tax planning firms in Los Angeles29
- Estate tax planning firms in Austin28
- Estate tax planning firms in Dallas27
- Estate tax planning firms in Boca Raton26
- Estate tax planning firms in Denver25
Questions about this company list
What does Exact match mean for estate tax planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate tax planning firms did RevenueBase find based in San Diego, United States?
The saved snapshot records 37 matching company records, 234 tracked contacts and 133 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate tax planning firms by geography
- Estate tax planning firms based in Atlanta, United States
- Estate tax planning firms based in Austin, United States
- Estate tax planning firms based in Boca Raton, United States
- Estate tax planning firms based in Chicago, United States
- Estate tax planning firms based in Dallas, United States
- Estate tax planning firms based in Denver, United States
- Estate tax planning firms based in Houston, United States
- Estate tax planning firms based in Los Angeles, United States
- Estate tax planning firms based in New York, United States
- Estate tax planning firms based in Australia
- Estate tax planning firms based in Canada
- Estate tax planning firms based in France
Cite this list
RevenueBase Data Team. Top 25 estate tax planning firms based in San Diego, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-tax-planning-firms/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate tax planning firms based in Atlanta, United States
- Estate tax planning firms based in Austin, United States
- Estate tax planning firms based in Boca Raton, United States
- Estate tax planning firms based in Chicago, United States
- Estate tax planning firms based in Dallas, United States
- Estate tax planning firms based in Denver, United States
Company intelligence · public preview
Top 25 estate tax planning firms based in San Diego, United States
RevenueBase records 37 matching company records for estate tax planning firms based in San Diego, United States, with 234 tracked contacts and 133 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate tax planning firms based in San Diego, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 37 contacts → |
“Most estate planning attorneys don’t struggle because they lack skill.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | RJS LAWirssolution.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 34 contacts → |
“RJS LAW is San Diego and Southern California’s leading tax law firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Hughes & Pizzuto, APChplawsd.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 27 contacts → |
“Hughes & Pizzuto, APC traces its roots to Glenn Wright Jacobs & Schell, founded in 1952 by Eugene Glenn and Leroy A.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Weiner LAWweinerlegacylaw.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 17 contacts → |
“Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Legacy Park Advisorslegacpa.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 15 contacts → |
“With LPA, you can keep more of what you earn with proactive tax planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Strazzeri Mancini, LLPstrazzerimancini.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 14 contacts → |
“Strazzeri Mancini LLP: Helping successful families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Vanguard Legal Groupvanguardlegalgroup.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“At Vanguard Legal Group, we believe Estate Planning should be simple, accessible, and personalized.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Lawyer In Blue Jeans Grouplawyerinbluejeans.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“The Lawyer in Blue Jeans Group is a San Diego based law firm dedicated to providing first-class estate planning attorney services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sullivan, Mcgibbons, Crickard & Associates, LLPsmalawsd.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“Sullivan, McGibbons, Crickard & Associates, LLP (SMC) is a San Diego law firm specializing in estate planning, estate and trust administration, tax preparation and planning and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Preston Estate Planningprestonestateplanning.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 4 contacts → |
“Henderson, Caverly, Pum & Trytten LLP, is a full-service estates and trusts law firm, handling all aspects of wealth transfer planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Barger And Battiest Law, APCdbsquaredlaw.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Barger and Battiest Law, APC is the result of a cherished friendship and working relationship that began on January 13, 2010 between Danielle P.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Roadmap TAX Services, INCroadmaptax.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Most high earners and business owners overpay for years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Stees, Walker & Company, LLPswc.cpa HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“We’re a mission-driven tax planning firm with an abundantly clear reason for being: To increase our clients’ net-worth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Legacy APClegacycounselor.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Our firm is specialized to provide you time-tested wealth preservation strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Anderson Reynard LLParlawplanners.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Anderson Reynard LLP is a firm which practices in the areas of estate planning, trust and probate law and related tax, business, real estate and litigation issues.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Hatley LAW Group, A P.Chatleylawgroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“At the San Diego, Del Mar, Carmel Valley estate planning law firm of Hatley Law Group APC, we engage in “Estate planning viewed through the lens of asset protection.”™ In practice…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | SAN Diego Legacy Law, PCsdlegacylaw.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“San Diego Legacy Law, PC is a boutique law practice in the heart of San Diego that offers comprehensive estate planning and asset protection.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | livingtrustadvisor.comlivingtrustadvisor.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“LivingTrustAdvisor.com assists individuals, families, and businesses in structuring their estates.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Estate Resource Groupestateresourcegroup.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“We approach our client's situations from a unique perspective.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Mclaughlin Legal SAN Diego TAX Attorneysmclaughlinlegal.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“McLaughlin Legal is a boutique San Diego tax law firm, organized into two overlapping and complementary practice areas:(1) tax litigation and controversies, and (2) tax and estate…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | DEL Cerro Tax, LLPdelcerrotax.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“We are a Tax Planning and Business Advisory firm in San Diego, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Golemb Accountancy Corporationgolembcpas.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“At Golemb Accountancy Corporation, we help fiduciaries, attorneys, surviving spouses, families, and executors manage the complex tasks of estate and trusts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | David Thomas, Cpa, ESQdthomascpaesq.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Law & Accounting.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Duisters & Parvizi, APCdplawca.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Duisters & Parvizi is a specialty firm focusing on the areas of Estate Planning and Trust Administration.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 37 company matches
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Estate tax planning firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
37 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 37 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate tax planning firms by metro in the United States
- Estate tax planning firms in New York47
- Estate tax planning firms in Houston36
- Estate tax planning firms in Atlanta35
- Estate tax planning firms in Chicago31
- Estate tax planning firms in Los Angeles29
- Estate tax planning firms in Austin28
- Estate tax planning firms in Dallas27
- Estate tax planning firms in Boca Raton26
- Estate tax planning firms in Denver25
Questions about this company list
What does Exact match mean for estate tax planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate tax planning firms did RevenueBase find based in San Diego, United States?
The saved snapshot records 37 matching company records, 234 tracked contacts and 133 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 estate tax planning firms based in San Diego, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-tax-planning-firms/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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