Company lists · Data refreshed September 2026

Top 25 Fiduciary tax preparation firms based in Austin, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 96 companies tracked

RevenueBase identified 96 fiduciary tax preparation firms headquartered in Austin, United States as of September 2026 and tracks 444 professional contacts across them, including 213 with verified work emails. New York is the largest hub.

This list covers fiduciary tax preparation firms headquartered in Austin, 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 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

96Companies

444Contacts tracked

213Verified emails

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The 25 largest fiduciary tax preparation firms based in Austin, United States

Ranked by team size

Top 25 of 96 fiduciary tax preparation firms based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary tax preparation firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Five Stone TAX Advisers	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	32 contacts →
	Partial evidence “Five Stone Tax is America’s trusted tax adviser, offering full-service tax solutions with the goal of making sure all of our clients pay the lowest amount of taxes legally…” Source: RevenueBase Database · checked Sep 20, 2026
2	PER Stirling Capital Management, LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	29 contacts →
	Partial evidence “Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.” Source: RevenueBase Database · checked Sep 20, 2026
3	The FOX Alliance	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	27 contacts →
	Indirect evidence “Financial Planning / Wealth Management Every good financial decision starts with an end goal in mind, and every client relationship at The Fox Alliance starts by establishing a…” Source: RevenueBase Database · checked Sep 20, 2026
4	Maslow Wealth Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	23 contacts →
	Partial evidence “Maslow Wealth Advisors is a full-service Austin-based wealth planning and management fiduciary.” Source: RevenueBase Database · checked Sep 20, 2026
5	Crane & Holtzman Cpas, P.C	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	15 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
6	Southwest Business Consultants, INC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “For over 30 years, Southwest Business Consultants has been the trusted financial partner for business owners, executives, and individuals across Austin and Central Texas -…” Source: RevenueBase Database · checked Sep 20, 2026
7	Schriber Springer & Cockburn LLP	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “We are an Austin, Texas based public accounting firm serving a broad range of clients, primarily focused on matters of taxation, financial health, and strategic planning.” Source: RevenueBase Database · checked Sep 20, 2026
8	Meridian Wealth Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning…” Source: RevenueBase Database · checked Sep 20, 2026
9	Austin TAX Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Partial evidence “The professionals at our firm have over 80 years of experience helping businesses manage their bookkeeping and taxes and grow through creative practices.” Source: RevenueBase Database · checked Sep 20, 2026
10	LPF Pllc	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Partial evidence “We specialize in working with business owners and high net-worth individuals and families to lower their tax burden.” Source: RevenueBase Database · checked Sep 20, 2026
11	Vela Advisory	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “Vela Advisory, headquartered in Austin, TX is a full service tax preparation and small business services and consulting firm.” Source: RevenueBase Database · checked Sep 20, 2026
12	Godwin & Associates, Cpa's, PC	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong evidence “Public Accounting Firm with concentration on tax planning and preparation.” Source: RevenueBase Database · checked Sep 20, 2026
13	Durbin Bennett TAX Advisors, INC	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Partial evidence “Founded in 1987, Durbin Bennett Tax Advisors is a tax and financial consulting firm providing tax planning and compliance services to high wealth individuals, their estate…” Source: RevenueBase Database · checked Sep 20, 2026
14	Kristy R. Cortez Cpa, P.C	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “KRISTY R.” Source: RevenueBase Database · checked Sep 20, 2026
15	Shared Economy TAX & Advisory	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Partial evidence “At Shared Economy Tax (SET), we operate as a tax compliance firm focused on helping entrepreneurs, investors, and operators leverage tax and operation strategies in the Sharing…” Source: RevenueBase Database · checked Sep 20, 2026
16	Planwise Financial Group	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “We are a boutique firm that focuses on providing the highest level of service to our clients.” Source: RevenueBase Database · checked Sep 20, 2026
17	AZ Does Taxes	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “For over 9 years, AZ and team have helped small businesses and families optimize their finances through expert bookkeeping, payroll, and tax services.” Source: RevenueBase Database · checked Sep 20, 2026
18	Full TAX Services	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Full Tax Service is an Accounting company located in 1006 E Yager Ln Ste 105, Austin, Texas, United States.” Source: RevenueBase Database · checked Sep 20, 2026
19	Swanger Prickett LLP	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “Swanger Prickett LLP was established in 2020 by Derry W.” Source: RevenueBase Database · checked Sep 20, 2026
20	Mathews CPA INC	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Frоm personal tax return filing to ѕtаrt-uр buѕіnеѕѕеѕ to established еntеrрrіѕеѕ, Mathews CPA Inc.” Source: RevenueBase Database · checked Sep 20, 2026
21	IRS TAX Solutions	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “IRS Tax Solutions specializes in tax preparation, tax planning, and bookkeeping for individuals and businesses.” Source: RevenueBase Database · checked Sep 20, 2026
22	CAM Investor Solutions	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “We provide comprehensive financial planning, investment management, retirement income strategies, and equity compensation advice to help business owners, corporate executives and…” Source: RevenueBase Database · checked Sep 20, 2026
23	Capstar Financial, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Source: RevenueBase Database · checked Sep 20, 2026
24	Lake Hills Wealth Management	Partial evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Lake Hills Wealth Management is a fee-only, fiduciary wealth management firm serving high-net-worth families, business owners, and executives in Austin and East Texas.” Source: RevenueBase Database · checked Sep 20, 2026
25	Watercolor Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Watercolor Financial is a seasoned wealth management team located in Austin, Texas.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fiduciary tax preparation 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 fiduciary tax preparation firms.
Partial evidence: Its own public description names part of fiduciary tax preparation firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary tax preparation 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 96 fiduciary tax preparation firms based in Austin, United States

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Fiduciary tax preparation firms based in Austin, United States at a glance

As of Sep 20, 2026

48.0%Verified-email coverage

4.6Average contacts per company

1-10Median size (employees)

250.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 96 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fiduciary tax preparation 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 Austin, United States whose own description of what they do matches “fiduciary tax preparation 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 fiduciary tax preparation 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 fiduciary tax preparation firms, and records with no verified work email. Companies headquartered outside Austin 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, 213 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 20, 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.

Fiduciary tax preparation firms by metro in the United States

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 fiduciary tax preparation 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 fiduciary tax preparation firms are there based in Austin, United States?

RevenueBase identified 96 fiduciary tax preparation firms headquartered in Austin, 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?

Five Stone TAX Advisers, headquartered in Austin, tops this list with the largest team on record.

Which city has the most fiduciary tax preparation firms?

New York leads with 240 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 213 verified decision-maker contacts tracked across these 96 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 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 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.