Company lists · Data refreshed September 2026

Top 14 Fiduciary tax preparation firms based in Boston, United States

RevenueBase identified 32 company matches for fiduciary tax preparation firms associated with Boston, United States as of September 2026 and tracks 236 professional contacts across them, including 103 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Boston has 32.

This list covers company matches for fiduciary tax preparation firms associated with Boston, 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
32Companies
236Contacts tracked
103Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 14 largest fiduciary tax preparation firms based in Boston, United States

Ranked by team size
Top 14 of 32 company matches for fiduciary tax preparation firms based in Boston, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBoston, MA, United StatesHQ recorded Sep 20, 202611-5035 contacts →

Exact match

“Much has changed since Helmer Raphael founded Raphael and Raphael more than 60 years ago.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchBoston, MA, United StatesHQ recorded Sep 20, 202611-5023 contacts →

Exact match

“At Seaport Tax, we specialize in navigating the tax complexities that come with a financially complex life.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchBoston, MA, United StatesHQ recorded Sep 20, 202611-5023 contacts →

Exact match

“Our firm offers a wide range of services to our individual and business clients.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchBoston, MA, United StatesHQ recorded Sep 20, 202611-5020 contacts →

Exact match

“Daigle & Associates LLP specializes in providing tax consulting, tax compliance and business advisory services to affluent families, corporate executives, entrepreneurs, private…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchBoston, MA, United StatesHQ recorded Sep 20, 2026201-50014 contacts →

Exact match

“The Colony Group is the smart choice for building, managing and preserving your wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchBoston, MA, United StatesHQ recorded Sep 20, 20261-1012 contacts →

Exact match

“Since 1993 my group of skilled associates and I have been helping clients make the right financial, tax and business decisions.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchBoston, MA, United StatesHQ recorded Sep 20, 20261-1010 contacts →

Exact match

“AKD Consultants has 2 convenient locations.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchBoston, MA, United StatesHQ recorded Sep 20, 20261-109 contacts →

Exact match

“Complex Consulting is a cutting-edge accounting firm redefining financial services with a comprehensive range of solutions for businesses and individuals.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchBoston, MA, United StatesHQ recorded Sep 20, 202611-507 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchBoston, MA, United StatesHQ recorded Sep 20, 202611-506 contacts →

Exact match

“Bacall Conniff is a professional accounting and consulting firm powered by a team of seasoned CPAs.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchBoston, MA, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Since 1928, our Boston-based practice has provided estate, trust, and tax planning services for individuals and families, as well as general legal services for a variety of…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchBoston, MA, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Founded in 2007, Water Street Associates was established to provide clients with the best tax preparation service for clients across the globe.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchBoston, MA, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Independent firm specializing in providing individual and small businesses tax and accounting services, Just In Time.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchBoston, MA, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Vautour Group LLC provides top quality bookkeeping, accounting, and tax services for individuals and small businesses.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 14 of 32 fiduciary tax preparation firms based in Boston, United States

See the full list, filter by size, metro and specialty, and access 103 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 20, 2026
43.6%Verified-email coverage
7.4Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
9
51-200
1
201-500
1

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 32 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 Boston, 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 103 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 Boston, United States?

RevenueBase identified 32 company matches for fiduciary tax preparation firms associated with Boston, 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?

Raphael And Raphael LLP 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). Boston has 32.

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 103 professional contacts with verified work emails tracked across these 32 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 32 fiduciary tax preparation firms based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.