Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 100 companies tracked

RevenueBase identified 100 company matches for fiduciary tax preparation firms associated with Dallas, United States as of September 2026 and tracks 586 professional contacts across them, including 266 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Dallas has 100.

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

100Companies

586Contacts tracked

266Verified emails

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

Ranked by team size

Top 25 of 100 company matches for fiduciary tax preparation firms based in Dallas, 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	Beaird Harris	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	81 contacts →
	Exact match “Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare…” 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	Ioogo INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	51-200	42 contacts →
	Exact match “At IOOGO, we specialize in simplifying financial tasks for individuals and businesses of all sizes.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Wealth Partners Alliance	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	37 contacts →
	Exact match “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	26 contacts →
	Exact match “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Candy & Schonwald, Pllc	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “Candy & Schonwald was formed in May 1976, by Jerry A.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Cohesion	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “At Cohesion, we redefine accounting and finance, together with our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Badu TAX Services, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Badu Tax Services, LLC is a CPA firm that offers a comprehensive set of tax services including tax preparation, tax planning, and tax representation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	BFS Advisory Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Saddock Companies	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Saddock’s affiliated entities serve as a leading fiduciary managed family office for select high net worth clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Paradigm Advisors, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “At Paradigm Advisors we know that you want to be financially prepared.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Mayrath & Company, P.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Since its inception overforty years ago, Mayrath & Company, P.C.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Necomitt Financial Services	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Our mission is simple: Here at Necomitt Financial Services, we aim to provide trustworthy, secure tax services by offering a wide variety of assistance to meet the specific needs…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Schrakamp, Pllc	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Schrakamp, PLLC is a Certified Public Accountants firm serving the Houston and Dallas areas for over 30 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	EW TAX And Valuation Group, LLP	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “We are a Dallas CPA firm that has been focused on serving businesses and high net worth clients for more than 35 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Pulliam & Cable, PC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Pulliam & Cable, P.C.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Advisors Equity Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Advisors Equity Group (AEG) is a diverse multi-disciplinary financial services equity partnership that provides access to a wide range of tax & capital-efficient solutions, as…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Priolo And Associates, P.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Rosenhouse Group PC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “For over 35 years, our clients have benefited from the quality service, professional accounting and financial guidance we provide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Waters Hardy & Co, P.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Our accounting firm was founded in Dallas, Texas in 1981, and has been in operation in the Dallas area since that time.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	R. Scott Schieffer, P.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “R.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Andy D. Plagens, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	E4u Solutions	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “E4U Solutions provides Bookkeeping, Tax Preparation, Payroll and Business Filing Services with over 15 years of experience.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	S. LEE Riffe, P.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We provide tax, accounting and consulting services for high net worth individuals and closely held businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	PJS TAX Planning & Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We serve small to medium size business owners with services that optimize their financial goals through effective tax planning and wealth management strategies, We also focus on…” 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 100 fiduciary tax preparation firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 266 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

45.4%Verified-email coverage

5.9Average 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 Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 100 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 Dallas, 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 266 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 Dallas, United States?

RevenueBase identified 100 company matches for fiduciary tax preparation firms associated with Dallas, 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?

Beaird Harris 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). Dallas has 100.

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 266 professional contacts with verified work emails tracked across these 100 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.