Company lists · Data refreshed November 2026

Top 25 Executive tax planning services based in the United States

Name: Executive tax planning services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 8,041 companies tracked

RevenueBase identified 8,041 company matches for executive tax planning services associated with the United States as of November 2026 and tracks 64,583 professional contacts across them, including 28,846 with verified work emails. New York is the largest hub.

This list covers company matches for executive tax planning services associated with the 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 November 6, 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 Nov 6, 2026 How this list was built

8,041Companies

64,583Contacts tracked

28,846Verified emails

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The 25 largest executive tax planning services based in the United States

Ranked by team size

Top 25 of 8,041 company matches for executive tax planning services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	MBE Cpas	Exact match	Baraboo, NE, United StatesHQ recorded Nov 6, 2026	51-200	194 contacts →
	Exact match “We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	The Accounting LAB	Exact match	Knoxville, FL, United StatesHQ recorded Nov 6, 2026	51-200	45 contacts →
	Exact match “At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Pasquesi Sheppard LLC	Exact match	Lake Forest, IL, United StatesHQ recorded Nov 6, 2026	11-50	43 contacts →
	Exact match “Pasquesi Sheppard LLC is a well established public accounting firm, located in downtown Lake Forest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Strategic TAX Planning	Exact match	Annapolis, MD, United StatesHQ recorded Nov 6, 2026	51-200	41 contacts →
	Exact match “Strategic Tax Planning is a premier tax and financial consulting firm in Annapolis, Maryland, serving as a trusted partner for individuals, businesses, and entrepreneurs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Modern TAX	Exact match	Dallas, TX, United StatesHQ recorded Nov 6, 2026	11-50	40 contacts →
	Exact match “Taxes redefined by empathy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	TAX LAW Solutions	Exact match	San Juan, United StatesHQ recorded Nov 6, 2026	51-200	38 contacts →
	Exact match “We are a team of specialized tax attorneys and highly experienced business executives who work with business owners to minimize their tax liability.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Magnuson, Mchugh, Dougherty, Cpas	Exact match	Coeur D'alene, ID, United StatesHQ recorded Nov 6, 2026	11-50	36 contacts →
	Exact match “Magnuson, McHugh, Dougherty is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	C M	Exact match	San Francisco, CA, United StatesHQ recorded Nov 6, 2026	51-200	33 contacts →
	Exact match “For more than 94 years, C+M has provided exceptional accounting and tax advisory services to high-net-worth individuals, families, businesses, trusts, estates, and foundations…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	DSJ Companies	Exact match	Westbury, NY, United StatesHQ recorded Nov 6, 2026	11-50	33 contacts →
	Exact match “Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Jones Advisory Group, LLC	Exact match	Topeka, KS, United StatesHQ recorded Nov 6, 2026	11-50	28 contacts →
	Exact match “Our unique approach to planning provides our clients with income and tax savings solutions for retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	JBS Corp	Exact match	Methuen, MA, United StatesHQ recorded Nov 6, 2026	11-50	26 contacts →
	Exact match “JBS is an accounting and tax firm with 20 years of successful business practice that focuses on achieving superior quality and empowering our clients’ financial lives in the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Freidel & Associates, LLC	Exact match	Rapid City, SD, United StatesHQ recorded Nov 6, 2026	11-50	25 contacts →
	Exact match “Freidel & Associates, LLC is a company based out of 429 Quincy St, Rapid City, South Dakota, United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Mcmill Cpas & Advisors	Exact match	Norfolk, NE, United StatesHQ recorded Nov 6, 2026	51-200	25 contacts →
	Exact match “McMill CPAs & Advisors provides clients the convenience and effectiveness of combining wealth management, tax, accounting, and business consulting services under one roof with a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	CGP Group	Exact match	Wichita, KS, United StatesHQ recorded Nov 6, 2026	11-50	24 contacts →
	Exact match “For over 20 years, CGP Group has proudly served Wichita and Kansas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Tessura	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Nov 6, 2026	11-50	24 contacts →
	Exact match “Tessura, formerly RVG & Company, is a CPA and advisory firm in Fort Lauderdale.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Your TAX Coach	Exact match	Remote, United StatesHQ recorded Nov 6, 2026	1-10	24 contacts →
	Exact match “Do you want tax ideas?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Rothbard & Company LLC	Exact match	Plantation, FL, United StatesHQ recorded Nov 6, 2026	11-50	23 contacts →
	Exact match “We are the place to go for assistance with international tax consulting and compliance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Mccabe Heidrich & Wong, P.C	Exact match	Parsippany, NJ, United StatesHQ recorded Nov 6, 2026	11-50	22 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Martini Partners, Cpas	Exact match	Encino, CA, United StatesHQ recorded Nov 6, 2026	51-200	22 contacts →
	Exact match “Accounting and financial consulting can be challenging, but at Martini Partners, LLP, we feel it can be rewarding too.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Retirement & Wealth Strategies	Exact match	Farmington Hills, MI, United StatesHQ recorded Nov 6, 2026	51-200	20 contacts →
	Exact match “Wealth begins when you take a long-term view Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	D'amore Tatman Group	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	11-50	19 contacts →
	Exact match “About Our Firm Since our firm has been providing quality, personalized financial guidance to local individuals and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Wetterer & CO	Exact match	Louisville, KY, United StatesHQ recorded Nov 6, 2026	11-50	18 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Fhwv, LLP	Exact match	Los Alamitos, CA, United StatesHQ recorded Nov 6, 2026	51-200	18 contacts →
	Exact match “For over 60 years, FHWV, LLP has earned a reputation as one of Orange County's leading boutique accounting firms, offering a broad range of high quality, personalized tax…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Nachmias Morris & Alt, LLC	Exact match	Riverton, MA, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “Our practice concentrates in business and individual taxation, estate planning and administration, closely held business and investment asset structuring and transactions…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Uprise	Exact match	San Francisco, CA, United StatesHQ recorded Nov 6, 2026	11-50	16 contacts →
	Exact match “Uprise is building the future of financial advisory and tax planning for small business owners.” Recorded in the RevenueBase company graph · Nov 6, 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 “executive tax planning services”. 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 8,041 executive tax planning services based in the United States

See the full list, filter by size, metro and specialty, and access 28,846 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Executive tax planning services based in the United States at a glance

As of Nov 6, 2026

44.7%Verified-email coverage

8.0Average contacts per company

1-10Median size (employees)

2.8%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

5,995

11-50

1,707

51-200

223

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 8,041 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 the United States whose business descriptions match “executive tax planning services” 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 28,846 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 November 6, 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.

Executive tax planning services by metro

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 “executive tax planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many executive tax planning services are there based in the United States?

RevenueBase identified 8,041 company matches for executive tax planning services associated with the United States as of November 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?

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

Which city has the most executive tax planning services?

New York leads with 229 company records, followed by Houston (140) and Los Angeles (101).

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 28,846 professional contacts with verified work emails tracked across these 8,041 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 November 6, 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.