Company lists · Data refreshed September 2026

Top 20 Private client accounting firms based in Burlington, United States

Name: Private client accounting firms based in Burlington, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 30 companies tracked

RevenueBase identified 30 private client accounting firms headquartered in Burlington, United States as of September 2026 and tracks 266 professional contacts across them, including 154 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Burlington, 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 5, 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 5, 2026 86% judged on-target in blind review

30Companies

266Contacts tracked

154Verified emails

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The 20 largest private client accounting firms based in Burlington, United States

Ranked by team size

Top 20 of 30 private client accounting firms based in Burlington, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to private client accounting 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Gilliam Bell Moser LLP	Partial evidence	Burlington, NC, United StatesHQ checked Sep 5, 2026	51-200	62 contacts →
	Partial evidence “Every client is different.” Source: RevenueBase Database · checked Sep 5, 2026
2	Caras & Shulman, PC	Partial evidence	Burlington, MA, United StatesHQ checked Sep 5, 2026	11-50	36 contacts →
	Partial evidence “Caras & Shulman, PC is a certified public accounting and business advisory firm offering a complete range of integrated business and financial services including auditing…” Source: RevenueBase Database · checked Sep 5, 2026
3	Shah Dixit & Associates, P.C	Partial evidence	Burlington, MA, United StatesHQ checked Sep 5, 2026	11-50	27 contacts →
	Partial evidence “Shah, Dixit & Associates PC provides accounting, taxation and business consulting services to a wide array of small and medium-sized businesses.” Source: RevenueBase Database · checked Sep 5, 2026
4	Goodwin Partners LLP	Partial evidence	Burlington, MA, United StatesHQ checked Sep 5, 2026	11-50	20 contacts →
	Partial evidence “Accounting \| Tax \| Transactions \| Advisory \| Solutions” Source: RevenueBase Database · checked Sep 5, 2026
5	Stout Stuart Mcgowen & King LLP	Strong evidence	Burlington, United StatesHQ checked Sep 5, 2026	11-50	18 contacts →
	Strong evidence “For over thirty years, STOUT STUART McGOWEN & KING LLP has provided our clients – both businesses and individuals – accounting, auditing, tax planning, and tax compliance services.” Source: RevenueBase Database · checked Sep 5, 2026
6	Community Financial Services Group	Indirect evidence	Burlington, VT, United StatesHQ checked Sep 5, 2026	11-50	9 contacts →
	Indirect evidence “Community Financial Services Group (CFSG) provides personalized investment management, financial planning, and fiduciary trust services to individuals, families, businesses, and…” Source: RevenueBase Database · checked Sep 5, 2026
7	1st Opulence Financial	Partial evidence	Burlington, WI, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Partial evidence “1st Opulence Financial helps clients achieve retirement goals and objectives by using specialized strategies built and uniquely tailored for that individual.” Source: RevenueBase Database · checked Sep 5, 2026
8	Hickok & Boardman Capital Management	Partial evidence	Burlington, VT, United StatesHQ checked Sep 5, 2026	11-50	6 contacts →
	Partial evidence “COMPREHENSIVE PLANNING FOR EVERY ASPECT OF YOUR FINANCIAL LIFE At Hickok & Boardman Capital Management, our commitment to our clients and our community is unwavering.” Source: RevenueBase Database · checked Sep 5, 2026
9	Pinnacle Private Wealth	Partial evidence	Burlington, MA, United StatesHQ checked Sep 5, 2026	11-50	6 contacts →
	Partial evidence “Invest With Purpose At Pinnacle Private Wealth, our collaborative approach to design customized wealth strategies is paramount in guiding you to invest with purpose.” Source: RevenueBase Database · checked Sep 5, 2026
10	S. Gordon Corporation	Indirect evidence	Burlington, MA, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence “Established in 1978, S.” Source: RevenueBase Database · checked Sep 5, 2026
11	Rock Point Advisors	Indirect evidence	Burlington, VT, United StatesHQ checked Sep 5, 2026	11-50	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
12	Dualvision INC	Indirect evidence	Burlington, NC, United StatesHQ checked Sep 5, 2026	1-10	5 contacts →
	Indirect evidence “If you are looking for a blend of personal service and expertise, you have come to the right place!” Source: RevenueBase Database · checked Sep 5, 2026
13	OAK Maple Finance, LLC	Indirect evidence	Burlington, VT, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “Whether you contact Oak Maple with a financial plan already in place and simply want to have a sounding board or hammer out details, or whether you show up with a shoebox full of…” Source: RevenueBase Database · checked Sep 5, 2026
14	NEW England Financial Planning Group, LLC	Partial evidence	Burlington, MA, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Partial evidence “New England Financial Planning Group is an independent wealth management firm that manages all aspects of our clients' financial lives with diligence and integrity – leaving them…” Source: RevenueBase Database · checked Sep 5, 2026
15	Helmsman Financial Strategies	Partial evidence	Burlington, MA, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Partial evidence “Our mission is to be the Trusted Financial Advisors to a diverse clientele of individuals and be recognized regionally as a leader in the Tax, Financial Planning & Investment…” Source: RevenueBase Database · checked Sep 5, 2026
16	Milestone Wealth Management NC	Partial evidence	Burlington, NC, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Partial evidence “Milestone Wealth Management is a growing independent wealth management firm working with clients, families and business owners throughout the Burlington, NC area and across the…” Source: RevenueBase Database · checked Sep 5, 2026
17	Perennial Edge	Indirect evidence	Burlington, MA, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “Perennial Edge specializes in working with busy professionals seeking tax-smart financial strategies that address the complex needs of today's modern family.” Source: RevenueBase Database · checked Sep 5, 2026
18	Polaris TAX And Business Services	Indirect evidence	Burlington, VT, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “We are a family-owned tax, bookkeeping, and CFO consulting practice that delivers custom solutions and fresh insights to small businesses and individuals, specializing in…” Source: RevenueBase Database · checked Sep 5, 2026
19	44 North Capital	Indirect evidence	Burlington, VT, United StatesHQ checked Sep 5, 2026	1-10	2 contacts →
	Indirect evidence “44 North Capital is a registered investment advisor (RIA) based in Burlington, VT.” Source: RevenueBase Database · checked Sep 5, 2026
20	Isaac A. Kot, Cpa, Mst, PFS	Partial evidence	Burlington, MA, United StatesHQ checked Sep 5, 2026	1-10	1 contacts →
	Partial evidence “The company is an accounting firm that provides accounting and tax preparation services.” Source: RevenueBase Database · checked Sep 5, 2026

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: private client accounting 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 private client accounting firms.
Partial evidence: Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private client accounting 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 20 of 30 private client accounting firms based in Burlington, United States

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Private client accounting firms based in Burlington, United States at a glance

As of Sep 5, 2026

57.9%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

2166.7%Largest-city concentration · New York

Sep 5, 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 Burlington, so it is reported there. Company counts and contact totals on this page are exact for Burlington, over 30 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 private client accounting 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 Burlington, United States whose own description of what they do matches “private client accounting 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 private client accounting 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 private client accounting firms, and records with no verified work email. Companies headquartered outside Burlington 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, 154 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 5, 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.

Private client accounting 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 private client accounting 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 private client accounting firms are there based in Burlington, United States?

RevenueBase identified 30 private client accounting firms headquartered in Burlington, 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?

Gilliam Bell Moser LLP, headquartered in Burlington, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

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 154 verified decision-maker contacts tracked across these 30 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 5, 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.