Company lists · Data refreshed September 2026

Top 13 Fiduciary tax preparation firms based in Grand Rapids, United States

RevenueBase identified 27 fiduciary tax preparation firms headquartered in Grand Rapids, United States as of September 2026 and tracks 125 professional contacts across them, including 72 with verified work emails. New York is the largest hub.

This list covers fiduciary tax preparation firms headquartered in Grand Rapids, 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
27Companies
125Contacts tracked
72Verified emails
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The 13 largest fiduciary tax preparation firms based in Grand Rapids, United States

Ranked by team size
Top 13 of 27 fiduciary tax preparation firms based in Grand Rapids, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 202611-5043 contacts →

Indirect evidence

“Innovia Wealth was founded as a boutique wealth management firm in 2007, with the mission of providing expert advice and individualized recommendations built on deep personal…”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 202611-5010 contacts →

Partial evidence

“We are a concierge CPA firm providing premier tax and advisory services to entrepreneurs and high-net-worth families.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceGrand Rapids, MN, United StatesHQ checked Sep 20, 202611-509 contacts →

Indirect evidence

“Certified Public Accountants”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“We believe it is a privilege to be your wealth manager.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Count, a trusted Certified Public Accountant firm in Comstock Park, Michigan, offers a comprehensive range of tailored accounting services.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“At DeVries + Associates CPA, we are dedicated to helping individuals and businesses in West Michigan succeed financially by providing quality tax, accounting and business advisory…”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 202611-503 contacts →

Indirect evidence

“Since 1956 Lettinga & Associates CPA's have provided a wide range of financial services to businesses and individuals.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceGrand Rapids, MN, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“At DS Investment Advisors, we provide integrity driven, comprehensive, and fee-only investment advisory and financial planning services to a diverse range of clients.”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“Grand Rapids based CPA specializing in tax planning and preparation for small to mid-sized entities and individuals.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“We build you a financial game plan that helps you keep more of what you earn, plan ahead for taxes, and build long-term wealth, without all the time and stress.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceGrand Rapids, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“An accounting firm that can help you save on taxes, prevent costly mistakes, and free up your time to run your business how you want to.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 13 of 27 fiduciary tax preparation firms based in Grand Rapids, United States

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

As of Sep 20, 2026
57.6%Verified-email coverage
4.6Average contacts per company
1-10Median size (employees)
888.9%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
5
51-200
1

Email recency for this list is measured across the whole United States list rather than for Grand Rapids, so it is reported there. Company counts and contact totals on this page are exact for Grand Rapids, over 27 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 Grand Rapids, 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 Grand Rapids 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, 72 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 Grand Rapids, United States?

RevenueBase identified 27 fiduciary tax preparation firms headquartered in Grand Rapids, 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?

Innovia Wealth, headquartered in Grand Rapids, 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 72 verified decision-maker contacts tracked across these 27 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.