Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 201 companies tracked

RevenueBase identified 201 fiduciary tax preparation firms headquartered in Houston, United States as of September 2026 and tracks 1,331 professional contacts across them, including 434 with verified work emails. New York is the largest hub.

This list covers fiduciary tax preparation firms headquartered in Houston, 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

201Companies

1,331Contacts tracked

434Verified emails

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

Ranked by team size

Top 25 of 201 fiduciary tax preparation firms based in Houston, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Mayatax	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	501-1,000	269 contacts →
	Indirect evidence “Growth exposes financial weakness.” Source: RevenueBase Database · checked Sep 20, 2026
2	Drda, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	91 contacts →
	Indirect evidence “DRDA, LLC is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide…” Source: RevenueBase Database · checked Sep 20, 2026
3	Colbert Ball TAX Service	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	77 contacts →
	Partial evidence “Colbert/Ball Tax Service understands that whenever a customer visits their location for service, the client will be immediately assisted by a trained professional.” Source: RevenueBase Database · checked Sep 20, 2026
4	Willis Johnson & Associates	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	54 contacts →
	Partial evidence “We are a fee-only fiduciary financial planning firm that helps corporate professionals and executives, especially those employed at Shell, Chevron, and BP, simplify their complex…” Source: RevenueBase Database · checked Sep 20, 2026
5	Mohle Adams LLP	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	53 contacts →
	Indirect evidence “One of the largest local public accounting firms in Houston, Mohle Adams has provided professional counsel to Texas companies and residents to help them achieve their business and…” Source: RevenueBase Database · checked Sep 20, 2026
6	HTL Cpas & Business Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	41 contacts →
	Indirect evidence “At HTL CPAs, we offer comprehensive accounting services to help businesses of all sizes achieve their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
7	FCA Corp	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	39 contacts →
	Indirect evidence “FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Source: RevenueBase Database · checked Sep 20, 2026
8	Financial Synergies Wealth Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
9	Aycock & CO IS NOW Sorren	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Aycock & Company, LLP is a firm of certified public accountants founded in February of 2006 and located in the Galleria area of Houston.” Source: RevenueBase Database · checked Sep 20, 2026
10	TBK Cpa, Pllc	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	22 contacts →
	Indirect evidence “TBK CPA is a local, mid-sized CPA firm based in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
11	Bentley, Bratcher, & Associates, PC	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	19 contacts →
	Partial evidence “We think beyond today’s taxes and audits, to the financial needs and possibilities of your future.” Source: RevenueBase Database · checked Sep 20, 2026
12	Manske Wealth Management	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	14 contacts →
	Indirect evidence “Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.” Source: RevenueBase Database · checked Sep 20, 2026
13	Ubernosky & Associates, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “We are a full-service accounting firm that strives to provide our clients with the highest caliber of professional service designed to meet all of their tax and accounting needs.” Source: RevenueBase Database · checked Sep 20, 2026
14	Maddox, Thomson & Associates, P.C	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “MTA is a full service, privately held CPA firm established in 1985 in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
15	Molentax	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “To accomplish the high level of service that our clients have come to expect from us, Molen & Associates utilizes the varied talents of all our staff.” Source: RevenueBase Database · checked Sep 20, 2026
16	Baldridge Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “Baldridge Financial is a full-service tax and financial planning firm that works closely with small and midsize business owners who have significant wealth in their business, a…” Source: RevenueBase Database · checked Sep 20, 2026
17	George CPA Firm, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Who We Are: George CPA Firm, LLC is a certified public accounting firm in Houston, Texas.” Source: RevenueBase Database · checked Sep 20, 2026
18	ANN Thomas CPA PC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Ann Thomas CPA, PC, Thomas is a local accounting firm serving clients throughout Clear Lake and beyond.” Source: RevenueBase Database · checked Sep 20, 2026
19	Onealcpa Pllc	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “Mickey ONeal and his tax professionals at ONealCPA know what it takes to be a part of your team.” Source: RevenueBase Database · checked Sep 20, 2026
20	Kramr Cpas & Advisors PC	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “At Kramr CPAs & Advisors, PC, our dedicated team of professionals with individualized expertise offer you a wide range of strategic tax planning and business advisory services.” Source: RevenueBase Database · checked Sep 20, 2026
21	Cantrell & Cantrell, Pllc	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “Cantrell & Cantrell, PLLC is a Houston law firm that specializes in tax law, providing tax advice to individuals and businesses, planning complicated tax transactions, reviewing…” Source: RevenueBase Database · checked Sep 20, 2026
22	Stefanie Martinez CPA Pllc	Strong evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “We provide a variety of tax services to corporations, partnerships, non-profits, and individuals, including tax planning, tax return preparation, and IRS correspondence and…” Source: RevenueBase Database · checked Sep 20, 2026
23	Hipson Benefits, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Our primary focus at Hipson Benefits, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
24	NEW Capital Management	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “New Capital Management is a fee-only, SEC-registered fiduciary wealth management firm serving thoughtful couples and individuals who seek clarity, alignment, and confidence in…” Source: RevenueBase Database · checked Sep 20, 2026
25	HF Wolf	Partial evidence	Houston, TX, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Partial evidence “Tax & Accountant Outsourcing” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fiduciary tax preparation firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fiduciary tax preparation firms.
Partial evidence: Its own public description names part of fiduciary tax preparation firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary tax preparation firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 201 fiduciary tax preparation firms based in Houston, United States

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

As of Sep 20, 2026

32.6%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

119.4%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

152

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 201 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 Houston, 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 Houston 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, 434 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 Houston, United States?

RevenueBase identified 201 fiduciary tax preparation firms headquartered in Houston, 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?

Mayatax, headquartered in Houston, 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 434 verified decision-maker contacts tracked across these 201 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.