Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 71 companies tracked

RevenueBase identified 71 company matches for fiduciary tax preparation firms associated with Orlando, United States as of September 2026 and tracks 320 professional contacts across them, including 111 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Orlando has 71.

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

71Companies

320Contacts tracked

111Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 71 company matches for fiduciary tax preparation firms based in Orlando, 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	PTH Financial & Insurance	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	11-50	32 contacts →
	Exact match “PTH Financial & Insurance is a professional services firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Moisand Fitzgerald Tamayo, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “At Moisand Fitzgerald Tamayo, LLC, we are more than just financial advisors-we are your dedicated partners in achieving financial security and long-term success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Davis Group, PA	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Davis Group, PA is a full service public accounting firm offering expertise in all areas of business and individual tax planning and preparation, audit, review and compliance and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Baldwin Accounting CPA P.A	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	13 contacts →
	Exact match “Baldwin Accounting CPA, P.A.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Babione, Kuehler & Company	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “We are an accounting firm that provides an array of services each of which is geared towards your specific needs.Audit and Attestation Engagements Income Tax Return Preparation…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	US TAX Consulting INC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Strong Point Financial INC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “STRONG POINT FINANCIAL is a financial advising firm in business since 1982, offering the necessary experience and various tools and services to successfully manage family…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Polley Wealth Management	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Polley Wealth Management: Where fiduciary excellence meets uncompromising independence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	E&g Financial Group LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “A E&G Financial Group é uma consultoria tributária e contabilidade internacional independente, focada em uma abordagem mais intimista das necessidades fiduciárias e sucessórias…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	SA Finance & Accounting	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “We assist our clients through complex business tax challenges by understanding their needs and bringing together the right team to produce optimum solutions year-round.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	BEE Square TAX Consultation And Service	Exact match	Orlando, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Bee Square Tax Consultation & Service can provide you with personal and individual help to satisfy your Income Tax filing and Small Business needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Bbtax Accounting Solutions LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Helping individuals and businesses with their taxes.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Souza's TAX & Accounting Professionals	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Hello!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Fong & Associates, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We are a provider of tax, accounting, and financial planning services with a focus on international businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Wooten CPA Pllc	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “More and more CPA firms now focus on increasing their client base at the expense of personal service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	OGC Associates P.A	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Our company specializes in accounting and tax preparation services for a wide variety of clients- Tax return filing and tax planning for individuals and businesses - Bookkeeping…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Mcdonough Capital Management	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We were founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	RED Square Accounting & Tax, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Orlando based, Red Square Tax & Accounting Services was founded with the objective to help individuals and businesses maximize and achieve their potential by providing experts…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Structured Accounting Solutions	Exact match	Orlando, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Structured Accounting Solutions is a small tax and accounting firm servicing the Central and South Florida area.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Dreamline Accounting Services	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “With over 30 years of experience, Dreamline Accounting offers a complete financial solution tailored to your needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Cpa, Accounting & TAX Services	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “This Orlando Accounting firm is established to provide efficient, expert solutions to businesses and individuals Since its inception, Orlando Accounting firm has served the local…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	ANA Ivonne Aviles, Cpa, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Ana Ivonne Aviles, CPA LLC is an Orlando accounting firm with a genuine commitment to enthusiastic, affordable and personalized service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Patel Financial Planning	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Welcome to Patel Financial Planning!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Prime Taxes, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Classic TAX & Accounting CPA	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. 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 25 of 71 fiduciary tax preparation firms based in Orlando, United States

See the full list, filter by size, metro and specialty, and access 111 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 20, 2026

34.7%Verified-email coverage

4.5Average contacts per company

1-10Median size (employees)

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 Orlando, so it is reported there. Company counts and contact totals on this page are exact for Orlando, over 71 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 Orlando, 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 111 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 Orlando, United States?

RevenueBase identified 71 company matches for fiduciary tax preparation firms associated with Orlando, 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?

PTH Financial & Insurance 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). Orlando has 71.

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 111 professional contacts with verified work emails tracked across these 71 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.

Ready to reach these companies? Verified emails and direct dials for all 71 fiduciary tax preparation firms based in Orlando, United States. Start with a free account, no credit card.

Download this list →

Related lists

Fiduciary tax preparation firms by geography

Browse the directory

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.