Company lists · Data refreshed September 2026

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

RevenueBase identified 55 fiduciary tax preparation firms headquartered in Phoenix, United States as of September 2026 and tracks 216 professional contacts across them, including 107 with verified work emails. New York is the largest hub.

This list covers fiduciary tax preparation firms headquartered in Phoenix, 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
55Companies
216Contacts tracked
107Verified emails
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The 25 largest fiduciary tax preparation firms based in Phoenix, United States

Ranked by team size
Top 25 of 55 fiduciary tax preparation firms based in Phoenix, 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 evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-5046 contacts →

Partial evidence

“ProVision is a unique public accounting firm specializing in tax and wealth strategies for high-net-worth individuals, entrepreneurs and investors who are interested in building…”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-5029 contacts →

Indirect evidence

“Offices in Dallas and Phoenix serving clients nationwide.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-509 contacts →

Indirect evidence

“Grass, Coffey & Scharlau (GCS) began in 1980 when Leon Grass started his CPA practice with a heart for serving the valley.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-508 contacts →

Indirect evidence

“At My Financial Coach (MFC) our comprehensive financial planning and modeling technology help uncover and fill financial gaps that your financial advisors may have overlooked.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202651-2007 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“A.M.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“At Thompson Wealth Management, we are committed to helping clients achieve financial independence and build a future they love.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Would you like to Divorce the IRS on your terms?”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“ADDINGMACHINE.COM P.C.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-504 contacts →

Partial evidence

“Westmark Wealth Management is a comprehensive financial planning firm specializing in tax-efficient accumulation and distribution strategies.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“When it comes to your finances, working with a CPA can give you peace of mind.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“We are a full service Tax and Accounting Firm.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Welcome to Montini & Co Tax Advisory.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

Taxes, Accounting, QuickBooks, Audit Representation”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“COMPREHENSIVE WEALTH PLANNING Advanced Planning for Entrepreneurs & Top-Level Executives What We Do: Tax Planning | Wealth Protection Strategies | Maximizing Charitable Gifts |…”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“We help in structuring and setting up the entity that best suits your requirement.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“We specialize in providing value added accounting and tax services to small businesses.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“We practice fiduciary wealth management, a prudent and methodical approach based on understanding not only your financial objectives but also your lifestyle and family values.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Farnam Financial is an independent investment advisory firm with physical offices across Arizona and Florida serving clients nationwide who are in retirement or nearing it.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Jennifer Juhl, CPA, P.C.”

Source: RevenueBase Database · checked Sep 20, 2026
22Strong evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“We are a local CPA firm specializing in accounting and income tax preparation for individuals and small businesses.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidencePhoenix, MD, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Bluemount Financial, LLC is a boutique financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial success.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Certified Public Accounting Firm, Specializing in Small Businesses and their unique financial needs.”

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“DWA Tax Firm, based in Phoenix, Arizona, provides expert tax services tailored to individuals and small businesses.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 55 fiduciary tax preparation firms based in Phoenix, United States

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

As of Sep 20, 2026
49.5%Verified-email coverage
3.9Average contacts per company
1-10Median size (employees)
436.4%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
41
11-50
12
51-200
2

Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 55 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 Phoenix, 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 Phoenix 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, 107 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 Phoenix, United States?

RevenueBase identified 55 fiduciary tax preparation firms headquartered in Phoenix, 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?

Provision, PLC, headquartered in Phoenix, 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 107 verified decision-maker contacts tracked across these 55 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.