Company lists · Data refreshed September 2026

Top 19 Fiduciary tax preparation firms based in Cincinnati, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 43 companies tracked

RevenueBase identified 43 company matches for fiduciary tax preparation firms associated with Cincinnati, United States as of September 2026 and tracks 324 professional contacts across them, including 148 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Cincinnati has 43.

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

43Companies

324Contacts tracked

148Verified emails

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The 19 largest fiduciary tax preparation firms based in Cincinnati, United States

Ranked by team size

Top 19 of 43 company matches for fiduciary tax preparation firms based in Cincinnati, 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	Truepoint Wealth Counsel	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	51-200	106 contacts →
	Exact match “Since our founding in 1990 in Cincinnati, OH, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Foster & Motley, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	11-50	52 contacts →
	Exact match “At Foster & Motley, we deliver the Power of & – combining Financial Planning & Investment Management to provide a comprehensive Wealth Management experience for our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	HCM Wealth Advisors & Cpas	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match “A Cincinnati retirement and financial planning firm, HCM is a fiduciary fee-only Registered Investment Advisor firm dedicated to serving families and business owners looking for…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Locey, Mitchell & Associates, LTD	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “Locey, Mitchell & Associates takes pride in offering customized, practical solutions for all your tax and accounting needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Vivify	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “At Vivify, we understand that navigating the complexities of tax laws can be daunting.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Bullseye Investments	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Howard, Nunn & Bloom, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “A modern firm providing services for growing small businesses in: Tax compliance & planning Fractional CFO & Controllership services Business advisory services Personal income tax…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Robison LAW Firm Strategic Property Exchanges Allstates 1031 Exchange Facilitator	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Experienced Ohio Tax Planning Since 1986, Stephen L.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Hartlaub CPA	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We are a locally based, growing, certified public accounting (CPA) firm that focuses on the tax planning, tax preparation and the financial and business planning needs of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Hillcrest Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We provide our clients with fiduciary advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Volz Cpa, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We provide accounting and tax preparation services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Andrew J. Bucher & Company, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Andrew Bucher & Company, Inc, Accounting If you are looking for a blend of personal service and expertise, you have come to the right place!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	SW Strategic Solutions	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “SW Strategic Solutions is a tax accounting and bookkeeping firm in Ohio.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Richardson & Associates Cpa's	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Sherri Richardson, CPA is the Founder of Richardson & Associates providing Tax, Audit, & Accounting services since 2007.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	1taxfinancial	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Clare Fazackerley Certified Financial Planner Professional(TM) and CPA has 20+ years' experience in tax preparationafter 20 years in consumer banking & regulation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Jackson S. Harty Co., CPA	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Jackson S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	G.C. Primus, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	n/a	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Stephen G Schott CPA INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Lively Financial	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “As a fiduciary, fee-only, Registered Investment Advisor, we always take a Client first approach.” 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 19 of 43 fiduciary tax preparation firms based in Cincinnati, United States

See the full list, filter by size, metro and specialty, and access 148 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

45.7%Verified-email coverage

7.5Average 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 Cincinnati, so it is reported there. Company counts and contact totals on this page are exact for Cincinnati, over 43 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 Cincinnati, 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 148 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 Cincinnati, United States?

RevenueBase identified 43 company matches for fiduciary tax preparation firms associated with Cincinnati, 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?

Truepoint Wealth Counsel 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). Cincinnati has 43.

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 148 professional contacts with verified work emails tracked across these 43 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.