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 company matches for fiduciary tax preparation firms associated with Austin, United States as of September 2026 and tracks 444 professional contacts across them, including 213 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Austin has 96.

This list covers company matches for fiduciary tax preparation firms associated with Austin, 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

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 company matches for fiduciary tax preparation firms based in Austin, 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	Five Stone TAX Advisers	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	32 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	29 contacts →
	Exact match “Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	The FOX Alliance	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	27 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Maslow Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “Maslow Wealth Advisors is a full-service Austin-based wealth planning and management fiduciary.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Crane & Holtzman Cpas, P.C	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Southwest Business Consultants, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “For over 30 years, Southwest Business Consultants has been the trusted financial partner for business owners, executives, and individuals across Austin and Central Texas -…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Schriber Springer & Cockburn LLP	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Meridian Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Austin TAX Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “The professionals at our firm have over 80 years of experience helping businesses manage their bookkeeping and taxes and grow through creative practices.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	LPF Pllc	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “We specialize in working with business owners and high net-worth individuals and families to lower their tax burden.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Vela Advisory	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Vela Advisory, headquartered in Austin, TX is a full service tax preparation and small business services and consulting firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Godwin & Associates, Cpa's, PC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Public Accounting Firm with concentration on tax planning and preparation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Durbin Bennett TAX Advisors, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Kristy R. Cortez Cpa, P.C	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “KRISTY R.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Shared Economy TAX & Advisory	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Planwise Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “We are a boutique firm that focuses on providing the highest level of service to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	AZ Does Taxes	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “For over 9 years, AZ and team have helped small businesses and families optimize their finances through expert bookkeeping, payroll, and tax services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Full TAX Services	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Full Tax Service is an Accounting company located in 1006 E Yager Ln Ste 105, Austin, Texas, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Swanger Prickett LLP	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Swanger Prickett LLP was established in 2020 by Derry W.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Mathews CPA INC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Frоm personal tax return filing to ѕtаrt-uр buѕіnеѕѕеѕ to established еntеrрrіѕеѕ, Mathews CPA Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	IRS TAX Solutions	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “IRS Tax Solutions specializes in tax preparation, tax planning, and bookkeeping for individuals and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	CAM Investor Solutions	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We provide comprehensive financial planning, investment management, retirement income strategies, and equity compensation advice to help business owners, corporate executives and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Capstar Financial, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Lake Hills Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Watercolor Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Watercolor Financial is a seasoned wealth management team located in Austin, Texas.” 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 96 fiduciary tax preparation firms based in Austin, United States

See the full list, filter by size, metro and specialty, and access 213 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 Austin, 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 213 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 in the United States

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 Austin, United States?

RevenueBase identified 96 company matches for fiduciary tax preparation firms associated with Austin, 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?

Five Stone TAX Advisers 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 fiduciary tax preparation firms?

New York leads the United States with 240 company records, followed by Houston (201) and San Diego (136). Austin has 96.

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 213 professional contacts with verified work emails tracked across these 96 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.