Company lists · Data refreshed September 2026

Top 24 Fiduciary tax preparation firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 240 companies tracked

RevenueBase identified 240 company matches for fiduciary tax preparation firms associated with New York, United States as of September 2026 and tracks 5,149 professional contacts across them, including 1,738 with verified work emails. Across the United States, New York is the largest hub for this category.

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

240Companies

5,149Contacts tracked

1,738Verified emails

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The 24 largest fiduciary tax preparation firms based in New York, United States

Ranked by team size

Top 24 of 240 company matches for fiduciary tax preparation firms based in New York, 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	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Summit Trail Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	105 contacts →
	Exact match “Our purpose is to simplify the challenges that come with generational wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Perelson Weiner LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	90 contacts →
	Exact match “Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	George Dimov, CPA	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	90 contacts →
	Exact match “About us- United States Certified Public Accountant with IRS e-file - Registered IRS Tax Preparer with valid PTIN for all 50 states - 10+ years experience in accounting - 5 star…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Farkouh, Furman & Faccio LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	59 contacts →
	Exact match “Our mission is to become your trusted business advisors, assisting you in every way necessary to help you achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Bright TAX	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	55 contacts →
	Exact match “With clients in every country worldwide, Bright!Tax is the go-to cloud-based US expat tax prep firm most sought after by the 10 million Americans who are living abroad.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Prosperity	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	52 contacts →
	Exact match “Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Bridgewater Advisors INC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	FTS US INC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “FTS is the only tax firm exclusively dedicated to the Alternative Investment Industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Evolved, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “With offices in New York City, Philadelphia and Stamford, Evolved is a fast-growing tax compliance and business advisory firm that serves startups, small businesses, private…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Mcmanus & Associates	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Protax Consulting Services	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	20 contacts →
	Exact match “Established in March 2001, Protax Consulting Services specializes in international individual U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Ritholtz Wealth Management	Exact match	New York, United StatesHQ recorded Sep 20, 2026	51-200	17 contacts →
	Exact match “Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Empire TAX Professionals	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	17 contacts →
	Exact match “Here at Empire Tax Professionals, we care about your wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Albert Tucker & Associates, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “We are a full service accounting firm serving clients throughout the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	The Holtz Group-Sl TAX Centers	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Since 1970, we have worked with thousands of individuals and small businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	C. York Cpa, PC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “For over 40 years, C.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Spritzer, Kaufman LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Spritzer Kaufman and Company was founded in 1993 by Gilbert Spritzer, Marc Spritzer and Sandra Kaufman.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Loeb, Block & Partners, LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “As an international private client boutique firm, Loeb Block represents a diverse set of ultra-high net worth individuals, families and family offices, as well as trustees and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Braverman CPA PC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Smart ideas for brilliant clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	ONE Advisors & Accountants INC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “ONE is dedicated to serving the accounting and tax needs of small to mid-sized businesses and individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	KPM Business Solutions LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “With more than 20 years of experience KPM Business offers accounting, business consulting, tax services and more, all with the goal of providing you and your company with a better…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	212 TAX & Accounting Services	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Anil Melwani, CPA & 212 Tax are now part of the team at Tanton Grubman CPAs LLP!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Beacon CPA	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Beacon CPA is a boutique accounting firm that provides clients from around the globe with U.S.” 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 24 of 240 fiduciary tax preparation firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 1,738 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

33.8%Verified-email coverage

21.5Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

179

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 240 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 New York, 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 1,738 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 New York, United States?

RevenueBase identified 240 company matches for fiduciary tax preparation firms associated with New York, 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?

Cerity Partners 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).

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 1,738 professional contacts with verified work emails tracked across these 240 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.