Company lists · Data refreshed September 2026

Top 19 Fiduciary tax preparation firms based in Pittsburgh, United States

RevenueBase identified 28 fiduciary tax preparation firms headquartered in Pittsburgh, United States as of September 2026 and tracks 102 professional contacts across them, including 48 with verified work emails. New York is the largest hub.

This list covers fiduciary tax preparation firms headquartered in Pittsburgh, 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
28Companies
102Contacts tracked
48Verified emails
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The 19 largest fiduciary tax preparation firms based in Pittsburgh, United States

Ranked by team size
Top 19 of 28 fiduciary tax preparation firms based in Pittsburgh, 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
1Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

“Lovett Bookman Harmon Marks LLP (LBHM) is a law firm in Pittsburgh specializing in trusts and estates law.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidencePittsburgh, PA, United StatesHQ checked Sep 20, 202611-5012 contacts →

Partial evidence

“Legend Financial Advisors, Inc.® (Legend) is a Fee-Only, Fiduciary U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidencePittsburgh, PA, United StatesHQ checked Sep 20, 202611-508 contacts →

Partial evidence

“Lange Financial Group offers tax, asset management, and estate planning services all under one roof from a team of experienced professionals.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidencePittsburgh, PA, United StatesHQ checked Sep 20, 202611-507 contacts →

Partial evidence

“Findon & Associates is a full-service tax, accounting, and consulting firm serving clients across Pittsburgh, Monroeville, Oakmont, New Kensington, Homestead, and Murrysville…”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidencePittsburgh, PA, United StatesHQ checked Sep 20, 202611-505 contacts →

Partial evidence

“Hosack Specht Muetzel & Wood, LLP is a full service tax, accounting and business consulting firm located in Pittsburgh, PA.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidencePittsburgh, PA, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“At DWD Portfolio Solutions, since our founding in 1994, our core mission has always been to serve as trusted fiduciary to our clients, both individual and institutional.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidencePittsburgh, PA, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“At KTG CPA we specialize in helping small businesses, individuals, trustees and executors pay less tax legally, morally, and ethically.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidencePittsburgh, PA, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“Wright Associates is a licensed Fiduciary firm in Pittsburgh, offering financial services for high earning individuals, families, and retiring professionals.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“In 2004, Brian Adair founded Adair Financial Group, LLC, based on his holistic philosophies of wealth management planning and preservation.”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidencePittsburgh, PA, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Kramer Fiduciary Services is a tax and financial planning firm based out of Pittsburgh, Pennsylvania, United States.”

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

Indirect evidence

“All-Pro Advisors is a financial planning and investment management firm located in Pittsburgh, PA serving the United States virtually.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidencePittsburgh, PA, United StatesHQ checked Sep 20, 202611-502 contacts →

Strong evidence

“From personal tax preparation to full service payroll for small- & medium-sized businesses, we are committed to adding a personal focus to each and every service we provide.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidencePittsburgh, PA, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“We are a tax preparation company made up of Enrolled Agents and CPA's.”

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

Partial evidence

“Infinity Accounting and Business Consulting is a full-service tax, accounting, and business consulting firm.”

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

Indirect evidence

“Small law firm located in Upper St.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidencePittsburgh, PA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“At Franklin Madison Private Wealth (Franklin Madison Advisors, Inc.), we help successful professionals and families simplify their finances, reduce taxes, and create a lasting…”

Source: RevenueBase Database · checked Sep 20, 2026
18Strong evidencePittsburgh, PA, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Our primary focus is on tax planning and tax preparation.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026

Showing 19 of 28 fiduciary tax preparation firms based in Pittsburgh, United States

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

As of Sep 20, 2026
47.1%Verified-email coverage
3.6Average contacts per company
1-10Median size (employees)
857.1%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
9

Email recency for this list is measured across the whole United States list rather than for Pittsburgh, so it is reported there. Company counts and contact totals on this page are exact for Pittsburgh, over 28 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 Pittsburgh, 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 Pittsburgh 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, 48 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 Pittsburgh, United States?

RevenueBase identified 28 fiduciary tax preparation firms headquartered in Pittsburgh, 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?

Lovett Bookman Harmon Marks LLP, headquartered in Pittsburgh, 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 48 verified decision-maker contacts tracked across these 28 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.