Company lists · Data refreshed September 2026

Top 25 Fiduciary tax preparation firms based in Los Angeles, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 99 companies tracked

RevenueBase identified 99 fiduciary tax preparation firms headquartered in Los Angeles, United States as of September 2026 and tracks 539 professional contacts across them, including 206 with verified work emails. New York is the largest hub.

This list covers fiduciary tax preparation firms headquartered in Los Angeles, 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

99Companies

539Contacts tracked

206Verified emails

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

Ranked by team size

Top 25 of 99 fiduciary tax preparation firms based in Los Angeles, 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	Evoke Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	51-200	108 contacts →
	Strong evidence “Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Source: RevenueBase Database · checked Sep 20, 2026
2	Mann Gelon Smith Sroka LEE LLP	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	51-200	52 contacts →
	Partial evidence “Mann Gelon Smith Sroka Lee LLP is a leading tax and business management boutique located in Los Angeles, California.” Source: RevenueBase Database · checked Sep 20, 2026
3	Gerber & CO LLP	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	51-200	17 contacts →
	Partial evidence “Gerber & Co provide cost-effective, value-added, pro-active input to save taxes and optimize financial results.” Source: RevenueBase Database · checked Sep 20, 2026
4	Taxplus	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
5	HCR Wealth Advisors	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “HCR Advisors is a Los Angeles-based registered investment advisory firm offering personalized wealth management for high-net-worth individuals navigating complex financial lives.” Source: RevenueBase Database · checked Sep 20, 2026
6	DLD Accountancy, LLP Certified Public Accountants	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “The mission of our firm has been to provide outstanding service and meaningful guidance in the areas of income tax planning, tax return preparation, accounting and business…” Source: RevenueBase Database · checked Sep 20, 2026
7	Dorfman & Company, LLP	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “At Dorfman & Company LLP, we believe that the selection of an accounting firm is one of the most important decisions an individual or business can make.” Source: RevenueBase Database · checked Sep 20, 2026
8	Rivera, Jamjian & Associates, LLP	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Partial evidence “Rivera, Jamjian & Associates is a full service accounting firm providing small and medium businesses and individuals with accounting and income tax services including: •…” Source: RevenueBase Database · checked Sep 20, 2026
9	Gaytan & Leevan, LLP	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “GAYTAN & LEEVAN, LLP is an accounting company based out of 11400W Olympic Blvd, Los Angeles, California in the United States.” Source: RevenueBase Database · checked Sep 20, 2026
10	Applied Wealth Management	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Panoramic Wealth Planning” Source: RevenueBase Database · checked Sep 20, 2026
11	Folk Williams Financial Management	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Since 1958, when Walter Williams founded Williams Tax Service, we have provided knowledgeable Tax advice, ensuring that our clients comply with all federal, state and local tax…” Source: RevenueBase Database · checked Sep 20, 2026
12	Pinnacle TAX Services	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Pinnacle Tax Services provides a wide range of services to individuals and businesses in a variety of industries.” Source: RevenueBase Database · checked Sep 20, 2026
13	HJB Management, INC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Partial evidence “Our business services encompass corporate, partnership, fiduciary/estate, individual taxation needs, and fringe benefit plans relating to choice of legal entity planning.” Source: RevenueBase Database · checked Sep 20, 2026
14	Smaldino, Lutz, Curtis & Associates, An Accountancy Corporation	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Smaldino, Lutz, Curtis & Associates is one of the leading firms in and throughout the area.” Source: RevenueBase Database · checked Sep 20, 2026
15	Family Financial LLC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Wealth is seeking value….” Source: RevenueBase Database · checked Sep 20, 2026
16	irb.tax	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Strong evidence “We offer Personal and Business Tax Preparation, Income Tax, Taxes, Notary Public, Accounting Services, Bookkeeping, Tax audit, Audit, IRS Audit, Notario Publico, IRS, Property Tax…” Source: RevenueBase Database · checked Sep 20, 2026
17	Brighton Advisory Group	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “BRIGHTON ADVISORY GROUP is a Southern California-based diversified financial services organization that provides individuals and corporations with best-in-class wealth…” Source: RevenueBase Database · checked Sep 20, 2026
18	Your TAX Team	Partial evidence	Los Angeles, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “We are committed to providing personalized, high-quality tax accounting services to our clients.” Source: RevenueBase Database · checked Sep 20, 2026
19	Acuracounts, INC	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “AcuraCounts was founded in 1996, based in California, specializing in providing tax preparation, business consulting, and financial literacy support to clients nationwide.” Source: RevenueBase Database · checked Sep 20, 2026
20	Consultax Professional Associates	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Consultax Professional Associates is a full service accounting, tax planning, tax preparation and business advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
21	Mdrn Wealth	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Most financial plans are built around one assumption: you'll work until 65.” Source: RevenueBase Database · checked Sep 20, 2026
22	Cohen Pagano Accountancy INC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
23	Family Records Management	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “We are a full service financial organizing firm serving individual and family clients with day to day tax, payroll, administrative and money management services.” Source: RevenueBase Database · checked Sep 20, 2026
24	Doug Johnson CPA	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Doug Johnson CPA is a Los Angeles-based full service accounting firm providing tax planning, tax strategy, and bookkeeping services to small businesses and individuals.” Source: RevenueBase Database · checked Sep 20, 2026
25	TAX PRO Plus LA	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “As an Enrolled Agent with years of experience, Tax Pro Plus works to maximize your tax savings with professional tax preparation services.” 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 99 fiduciary tax preparation firms based in Los Angeles, United States

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

As of Sep 20, 2026

38.2%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

242.4%Largest-city concentration · New York

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 Los Angeles, so it is reported there. Company counts and contact totals on this page are exact for Los Angeles, over 99 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 Los Angeles, 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 Los Angeles 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, 206 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 Los Angeles, United States?

RevenueBase identified 99 fiduciary tax preparation firms headquartered in Los Angeles, 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?

Evoke Advisors, headquartered in Los Angeles, 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 206 verified decision-maker contacts tracked across these 99 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.