Company lists · Data refreshed September 2026
Top 10 Fiduciary tax preparation firms based in Roseville, United States
RevenueBase identified 26 fiduciary tax preparation firms headquartered in Roseville, United States as of September 2026 and tracks 84 professional contacts across them, including 27 with verified work emails. New York is the largest hub.
This list covers fiduciary tax preparation firms headquartered in Roseville, 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 19, 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.
The 10 largest fiduciary tax preparation firms based in Roseville, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 21 contacts → | ||||
Partial evidence “Our firm was established by Rick Scott, CPA, in 1979, originally as an individual tax practice.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 6 contacts → | ||||
Strong evidence “Our professional services include tax preparation, tax planning, financial statements, consulting, & review/compilation reports.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 4 contacts → | ||||
Indirect evidence “Thank you for connecting with Freddi Eberhart & Associates, your full-service certified public accounting and consulting firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 3 contacts → | ||||
Partial evidence “We are a fiduciary wealth advisor who helps affluent individuals, high-net-worth families, and trustees organize, plan, and manage their financial lives through a highly…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 3 contacts → | ||||
Partial evidence “Tax Shark is a tax services company.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 1 contacts → | ||||
Partial evidence “Michael Lynch, MBA, is the founder of Lynch Financial Advisors, a privately-held financial, tax and life planning company serving clients throughout California.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 1 contacts → | ||||
Partial evidence “As a leading CFP® firm, we are proud to serve a select group of high-net-worth families, executives, and business owners as a trusted fiduciary.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 1 contacts → | ||||
Indirect evidence “We believe there should be no secrets when it comes to managing and improving your financial health.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1 contacts → | ||||
Indirect evidence “As a company built upon a family ethos and founded on over 20 years’ experience; we ensure that the considerable amount of time we spend with our clients is as engaging as…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 contacts → | ||||
Partial evidence “Clarke CPA Group specializes in tax, accounting, and advisory services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fiduciary tax preparation firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names fiduciary tax preparation firms.
- Partial evidence
- Its own public description names part of fiduciary tax preparation firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fiduciary tax preparation firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 10 of 26 fiduciary tax preparation firms based in Roseville, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 27 reachable decision-makers.
Free signup · no credit card
Fiduciary tax preparation firms based in Roseville, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Roseville, so it is reported there. Company counts and contact totals on this page are exact for Roseville, over 26 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 Roseville, 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 Roseville 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, 27 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 19, 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
- Fiduciary tax preparation firms in New York265
- Fiduciary tax preparation firms in Houston226
- Fiduciary tax preparation firms in San Diego143
- Fiduciary tax preparation firms in Atlanta135
- Fiduciary tax preparation firms in Chicago133
- Fiduciary tax preparation firms in Los Angeles111
- Fiduciary tax preparation firms in Dallas109
- Fiduciary tax preparation firms in Miami108
- Fiduciary tax preparation firms in Austin100
- Fiduciary tax preparation firms in Charlotte82
- Fiduciary tax preparation firms in Orlando75
- Fiduciary tax preparation firms in Las Vegas70
- Fiduciary tax preparation firms in Phoenix60
- Fiduciary tax preparation firms in San Francisco60
- Fiduciary tax preparation firms in Irvine58
- Fiduciary tax preparation firms in Denver56
- Fiduciary tax preparation firms in San Antonio55
- Fiduciary tax preparation firms in Tampa54
- Fiduciary tax preparation firms in Columbus53
- Fiduciary tax preparation firms in Scottsdale53
- Fiduciary tax preparation firms in San Jose52
- Fiduciary tax preparation firms in Jacksonville50
- Fiduciary tax preparation firms in Seattle49
- Fiduciary tax preparation firms in Cincinnati46
- Fiduciary tax preparation firms in Portland44
- Fiduciary tax preparation firms in Boca Raton43
- Fiduciary tax preparation firms in Philadelphia41
- Fiduciary tax preparation firms in Fort Worth40
- Fiduciary tax preparation firms in Wilmington40
- Fiduciary tax preparation firms in Louisville38
- Fiduciary tax preparation firms in Indianapolis37
- Fiduciary tax preparation firms in Raleigh36
- Fiduciary tax preparation firms in Salt Lake City36
- Fiduciary tax preparation firms in Tucson36
- Fiduciary tax preparation firms in Boston35
- Fiduciary tax preparation firms in Minneapolis35
- Fiduciary tax preparation firms in Newport Beach35
- Fiduciary tax preparation firms in Plano35
- Fiduciary tax preparation firms in Richmond35
- Fiduciary tax preparation firms in Glendale34
- Fiduciary tax preparation firms in Kansas City34
- Fiduciary tax preparation firms in Rochester34
- Fiduciary tax preparation firms in Springfield34
- Fiduciary tax preparation firms in Colorado Springs33
- Fiduciary tax preparation firms in Grand Rapids32
- Fiduciary tax preparation firms in Pittsburgh32
- Fiduciary tax preparation firms in Columbia31
- Fiduciary tax preparation firms in Fort Lauderdale31
- Fiduciary tax preparation firms in Oklahoma City30
- Fiduciary tax preparation firms in Woodland Hills30
- Fiduciary tax preparation firms in Baltimore29
- Fiduciary tax preparation firms in Brooklyn29
- Fiduciary tax preparation firms in Greenville29
- Fiduciary tax preparation firms in Alpharetta28
- Fiduciary tax preparation firms in Birmingham28
- Fiduciary tax preparation firms in Madison27
- Fiduciary tax preparation firms in Milwaukee27
- Fiduciary tax preparation firms in Nashville27
- Fiduciary tax preparation firms in Overland Park27
- Fiduciary tax preparation firms in Knoxville26
- Fiduciary tax preparation firms in Roseville26
- Fiduciary tax preparation firms in Tulsa26
- Fiduciary tax preparation firms in Alexandria25
- Fiduciary tax preparation firms in Sacramento25
- Fiduciary tax preparation firms in Washington25
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 Roseville, United States?
RevenueBase identified 26 fiduciary tax preparation firms headquartered in Roseville, 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?
Scott Cpas, headquartered in Roseville, tops this list with the largest team on record.
Which city has the most fiduciary tax preparation firms?
New York leads with 265 headquartered companies, followed by Houston (226) and San Diego (143).
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 27 verified decision-maker contacts tracked across these 26 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 26 fiduciary tax preparation firms based in Roseville, United States. Start with a free account, no credit card.
Download this list →Related lists
Fiduciary tax preparation firms by geography
- Fiduciary tax preparation firms based in Calgary, Canada
- Fiduciary tax preparation firms based in Edmonton, Canada
- Fiduciary tax preparation firms based in Mississauga, Canada
- Fiduciary tax preparation firms based in Ottawa, Canada
- Fiduciary tax preparation firms based in Toronto, Canada
- Fiduciary tax preparation firms based in Vancouver, Canada
- Fiduciary tax preparation firms based in Berlin, Germany
- Fiduciary tax preparation firms based in Hamburg, Germany
- Fiduciary tax preparation firms based in Lausanne, Switzerland
- Fiduciary tax preparation firms based in Zurich, Switzerland
- Fiduciary tax preparation firms based in Alexandria, United States
- Fiduciary tax preparation firms based in Alpharetta, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fiduciary tax preparation firms based in Calgary, Canada
- Fiduciary tax preparation firms based in Edmonton, Canada
- Fiduciary tax preparation firms based in Mississauga, Canada
- Fiduciary tax preparation firms based in Ottawa, Canada
- Fiduciary tax preparation firms based in Toronto, Canada
- Fiduciary tax preparation firms based in Vancouver, Canada