Company lists · Data refreshed September 2026

Top 25 Fiduciary tax preparation firms based in the United States

Name: Fiduciary tax preparation firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 11,496 companies tracked

RevenueBase identified 11,496 company matches for fiduciary tax preparation firms associated with the United States as of September 2026 and tracks 127,357 professional contacts across them, including 32,100 with verified work emails. New York is the largest hub.

This list covers company matches for fiduciary tax preparation firms 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

11,496Companies

127,357Contacts tracked

32,100Verified emails

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The 25 largest fiduciary tax preparation firms based in the United States

Ranked by team size

Top 25 of 11,496 company matches for fiduciary tax preparation firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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, WI, United StatesHQ recorded Sep 20, 2026	51-200	201 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 · Sep 20, 2026 · View company records in RevenueBase
2	SST Accountants & Consultants	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	74 contacts →
	Exact match “SST Accountants & Consultants provides tax, audit, accounting, and business advisory services to privately-held businesses and individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	The Accounting LAB	Exact match	Knoxville, TN, United StatesHQ recorded Sep 20, 2026	51-200	48 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 · Sep 20, 2026 · View company records in RevenueBase
4	Strategic TAX Planning	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	51-200	45 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 · Sep 20, 2026 · View company records in RevenueBase
5	Pasquesi Sheppard LLC	Exact match	Lake Forest, IL, United StatesHQ recorded Sep 20, 2026	11-50	41 contacts →
	Exact match “Pasquesi Sheppard LLC is a well established public accounting firm, located in downtown Lake Forest.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Magnuson, Mchugh, Dougherty, Cpas	Exact match	Coeur D'alene, ID, United StatesHQ recorded Sep 20, 2026	11-50	35 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 · Sep 20, 2026 · View company records in RevenueBase
7	Paramount TAX & Accounting	Exact match	Harrisburg, PA, United StatesHQ recorded Sep 20, 2026	51-200	35 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	RAM Associates, Certified Public Accountants	Exact match	Hamilton, NJ, United StatesHQ recorded Sep 20, 2026	11-50	32 contacts →
	Exact match “Ram Associates is a tax and accounting firm that has been helping individual and corporate clients for nearly 30 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	DSJ Companies	Exact match	Westbury, NY, United StatesHQ recorded Sep 20, 2026	11-50	30 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 · Sep 20, 2026 · View company records in RevenueBase
10	C M	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	29 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 · Sep 20, 2026 · View company records in RevenueBase
11	Income TAX Plus INC	Exact match	Framingham, MA, United StatesHQ recorded Sep 20, 2026	11-50	27 contacts →
	Exact match “Income Tax Plus Inc is an accounting company based out of 100 Concord St, Framingham, Massachusetts, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Thakkar Associates	Exact match	Edison, NJ, United StatesHQ recorded Sep 20, 2026	51-200	24 contacts →
	Exact match “Thakkar & Associates is a full service tax, accounting and business consulting firm located in Edison, NJ.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Mcmill Cpas & Advisors	Exact match	Norfolk, NE, United StatesHQ recorded Sep 20, 2026	51-200	23 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 · Sep 20, 2026 · View company records in RevenueBase
14	FJ & Associates, Pllc	Exact match	Kaysville, UT, United StatesHQ recorded Sep 20, 2026	1-10	23 contacts →
	Exact match “We are a full-service accounting and consulting firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Williams, Pitts & Beard, Pllc	Exact match	Hernando, MS, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “Williams, Pitts & Beard CPA's is a full-service accounting firm serving our Hernando-area community with professional, personalized services and guidance in a wide range of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Financial Strategies Retirement Partners Fsrp	Exact match	Bedford, NH, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “Financial Strategies Retirement Partners (FSRP) is an independent financial advisory and investment management firm based in Bedford, New Hampshire.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Your TAX Coach	Exact match	Remote, United StatesHQ recorded Sep 20, 2026	1-10	22 contacts →
	Exact match “Do you want tax ideas?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Mccabe Heidrich & Wong, P.C	Exact match	Parsippany, NJ, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Scott Cpas	Exact match	Roseville, CA, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Our firm was established by Rick Scott, CPA, in 1979, originally as an individual tax practice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	JBS Corp	Exact match	Methuen, MA, United StatesHQ recorded Sep 20, 2026	11-50	21 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 · Sep 20, 2026 · View company records in RevenueBase
21	Rothbard & Company LLC	Exact match	Plantation, FL, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “We are the place to go for assistance with international tax consulting and compliance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Larson & Company, INC	Exact match	Wichita, KS, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “WHO WE ARE: Larson & Company, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Fhwv, LLP	Exact match	Los Alamitos, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
24	Tavola Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “At Tavola Group, we strive to be more than just an accounting firm but rather your partner and advocate.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Wetterer & CO	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match Recorded description not available. 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 “fiduciary tax preparation 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 11,496 fiduciary tax preparation firms based in the United States

See the full list, filter by size, metro and specialty, and access 32,100 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary tax preparation firms based in the United States at a glance

As of Sep 20, 2026

25.2%Verified-email coverage

11.1Average contacts per company

1-10Median size (employees)

2.1%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

8,878

11-50

2,201

51-200

281

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 11,496 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 “fiduciary tax preparation 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 32,100 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.

Fiduciary tax preparation firms 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 “fiduciary tax preparation firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary tax preparation firms are there based in the United States?

RevenueBase identified 11,496 company matches for fiduciary tax preparation firms associated with the 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?

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

Which city has the most fiduciary tax preparation firms?

New York leads with 246 company records, followed by Houston (201) and San Diego (136).

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 32,100 professional contacts with verified work emails tracked across these 11,496 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.

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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.