Company lists · Data refreshed September 2026
Top 17 Fiduciary tax preparation firms based in Wilmington, United States
RevenueBase identified 39 fiduciary tax preparation firms headquartered in Wilmington, United States as of September 2026 and tracks 257 professional contacts across them, including 139 with verified work emails. New York is the largest hub.
This list covers fiduciary tax preparation firms headquartered in Wilmington, 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.
The 17 largest fiduciary tax preparation firms based in Wilmington, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 102 contacts → | ||||
Indirect evidence “Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 40 contacts → | ||||
Indirect evidence “We provide intimate, intricate financial planning for busy executives and professionals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 13 contacts → | ||||
Strong evidence “Located in Wilmington, Delaware, we specialize in tax smart investing, retirement planning, individual and small business accounting, tax preparation, and tax planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 11 contacts → | ||||
Partial evidence “Williams Humphreys & Company (WHC) is a full-service tax accounting and tax advisory firm that is redefining the roles accounting professionals play in supporting their clients’…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Indirect evidence “Established in 1983, Clariti set out to put the “personal” back in personal financial planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 contacts → | ||||
Indirect evidence “Benchmark Financial LLC is an Investment Advisor registered with the Securities & Exchange Commission (SEC), principally located in the state of Delaware.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Partial evidence “Graves May, PLLC is your full service Estate Planning, Asset Protection and Tax Law Firm, providing state of the art tax and legal services to North Carolina’s high-net worth…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Partial evidence “Renascence & Partners LLC is a fiduciary advisory firm with a dual scope: 1).” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Partial evidence “At Thomas Tax Solutions, we help real people solve real tax problems with expertise, empathy, and practical solutions that restore peace of mind.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Indirect evidence “As an Enrolled Agent with years of experience, Wilmington, Delaware based Ralph V.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Indirect evidence “McIntyre, Paradis, Wood & Co.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “Founded by Brian Bond, a Certified Financial Planner® professional (CFP®) and Chartered Market Technician (CMT®), Leverage Financial Advisory is a firm created to help families…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Partial evidence “AdvicePoint, LLC is a financial services firm based in Wilmington, North Carolina, that specializes in retirement planning, tax-reduction strategies, and charitable planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Partial evidence “Dominion Wealth Management is a comprehensive wealth management firm in Southeastern North Carolina, delivering holistic tax and financial planning solutions to pre-retirees…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial evidence “The professionals in our office provide more than just accounting and tax services in the Wilmington North Carolina area.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Financial Umbrella's extensive range of financial services caters to service-based businesses, creators, entrepreneurs, and nonprofit organizations alike.” Source: RevenueBase Database · checked Sep 20, 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 17 of 39 fiduciary tax preparation firms based in Wilmington, United States
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Fiduciary tax preparation firms based in Wilmington, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Wilmington, so it is reported there. Company counts and contact totals on this page are exact for Wilmington, over 39 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 Wilmington, 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 Wilmington 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, 139 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
- Fiduciary tax preparation firms in New York240
- Fiduciary tax preparation firms in Houston201
- Fiduciary tax preparation firms in San Diego136
- Fiduciary tax preparation firms in Atlanta130
- Fiduciary tax preparation firms in Chicago126
- Fiduciary tax preparation firms in Dallas100
- Fiduciary tax preparation firms in Los Angeles99
- Fiduciary tax preparation firms in Austin96
- Fiduciary tax preparation firms in Miami94
- Fiduciary tax preparation firms in Charlotte79
- Fiduciary tax preparation firms in Orlando71
- Fiduciary tax preparation firms in Las Vegas70
- Fiduciary tax preparation firms in San Francisco58
- Fiduciary tax preparation firms in Phoenix55
- Fiduciary tax preparation firms in Denver53
- Fiduciary tax preparation firms in San Jose51
- Fiduciary tax preparation firms in Tampa51
- Fiduciary tax preparation firms in Irvine50
- Fiduciary tax preparation firms in Scottsdale50
- Fiduciary tax preparation firms in Columbus48
- Fiduciary tax preparation firms in San Antonio47
- Fiduciary tax preparation firms in Seattle46
- Fiduciary tax preparation firms in Cincinnati43
- Fiduciary tax preparation firms in Jacksonville43
- Fiduciary tax preparation firms in Boca Raton39
- Fiduciary tax preparation firms in Wilmington39
- Fiduciary tax preparation firms in Fort Worth37
- Fiduciary tax preparation firms in Portland37
- Fiduciary tax preparation firms in Philadelphia36
- Fiduciary tax preparation firms in Minneapolis35
- Fiduciary tax preparation firms in Raleigh35
- Fiduciary tax preparation firms in Tucson35
- Fiduciary tax preparation firms in Newport Beach34
- Fiduciary tax preparation firms in Plano34
- Fiduciary tax preparation firms in Indianapolis33
- Fiduciary tax preparation firms in Richmond33
- Fiduciary tax preparation firms in Boston32
- Fiduciary tax preparation firms in Colorado Springs32
- Fiduciary tax preparation firms in Louisville32
- Fiduciary tax preparation firms in Glendale31
- Fiduciary tax preparation firms in Salt Lake City31
- Fiduciary tax preparation firms in Kansas City30
- Fiduciary tax preparation firms in Springfield30
- Fiduciary tax preparation firms in Columbia29
- Fiduciary tax preparation firms in Oklahoma City29
- Fiduciary tax preparation firms in Brooklyn28
- Fiduciary tax preparation firms in Fort Lauderdale28
- Fiduciary tax preparation firms in Pittsburgh28
- Fiduciary tax preparation firms in Rochester28
- Fiduciary tax preparation firms in Alpharetta27
- Fiduciary tax preparation firms in Grand Rapids27
- Fiduciary tax preparation firms in Greenville27
- Fiduciary tax preparation firms in Milwaukee27
- Fiduciary tax preparation firms in Woodland Hills27
- Fiduciary tax preparation firms in Baltimore26
- Fiduciary tax preparation firms in Overland Park26
- Fiduciary tax preparation firms in Bellevue25
- Fiduciary tax preparation firms in Nashville25
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 Wilmington, United States?
RevenueBase identified 39 fiduciary tax preparation firms headquartered in Wilmington, 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?
Belfint, Lyons & Shuman, P.A, headquartered in Wilmington, 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 139 verified decision-maker contacts tracked across these 39 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.
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