Company lists · Data refreshed September 2026

Top 16 Fiduciary tax preparation firms based in Minneapolis, United States

RevenueBase identified 35 fiduciary tax preparation firms headquartered in Minneapolis, United States as of September 2026 and tracks 140 professional contacts across them, including 47 with verified work emails. New York is the largest hub.

This list covers fiduciary tax preparation firms headquartered in Minneapolis, 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
35Companies
140Contacts tracked
47Verified emails
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The 16 largest fiduciary tax preparation firms based in Minneapolis, United States

Ranked by team size
Top 16 of 35 fiduciary tax preparation firms based in Minneapolis, 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
1Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-1014 contacts →

Partial evidence

“With diverse expertise in accounting and tax services, KeyLin Advisors is your one-stop partner for all business needs, including accounting, bookkeeping, payroll services…”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Our firm was founded on the premise that you want to work with an objective, seasoned financial professional whose only loyalty was to you.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Simple financial planning can be a complicated process.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Our Mission: At McFee Financial Group, we are dedicated to empowering professional and executive families to pursue long-term financial success and security through comprehensive…”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“Dane Tax Solutions, LLC, is located in New Hope, Minnesota, a suburb in the Twin Cities of Minneapolis-St.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“As fee-only financial advisors and strategic wealth planners, Trailhead Planners specializes in comprehensive, tax-focused financial guidance for high-achieving women, successful…”

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 202611-504 contacts →

Strong evidence

“Fox Tax provides tax planning and preparation services to creative individuals and businesses.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Gurram Tax Services”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Our services include nearly every aspect of financial life.”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“Upstream Financial Advisors is a holistic, accessible, transparent, fee-only Registered Investment Advisor (RIA) with personal tax preparation capabilities serving a limited…”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Make confident decisions to make a real, lasting difference for your family and the world.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 202611-501 contacts →

Partial evidence

“Jadoo Taxes and Accounting is a full service tax and accounting firm for small businesses and individuals in the Minneapolis-St.”

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

Partial evidence

“Ivory Hill is a fee-only fiduciary financial advisory firm specializing in providing holistic retirement plan advisory and private wealth management to forward-thinking families…”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“We provide tax preparation service for individuals and businesses.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“RLN Wealth is a tax-focused financial planning and investment management firm for late-career professionals with equity compensation.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026

Showing 16 of 35 fiduciary tax preparation firms based in Minneapolis, United States

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

As of Sep 20, 2026
33.6%Verified-email coverage
4.0Average contacts per company
1-10Median size (employees)
685.7%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
6

Email recency for this list is measured across the whole United States list rather than for Minneapolis, so it is reported there. Company counts and contact totals on this page are exact for Minneapolis, over 35 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 Minneapolis, 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 Minneapolis 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, 47 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 Minneapolis, United States?

RevenueBase identified 35 fiduciary tax preparation firms headquartered in Minneapolis, 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?

Keylin Advisors, headquartered in Minneapolis, 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 47 verified decision-maker contacts tracked across these 35 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.