Company lists · Data refreshed September 2026
Top 25 Private equity tax advisors based in the United States
RevenueBase identified 3,082 private equity tax advisors headquartered in the United States as of September 2026 and tracks 31,549 professional contacts across them, including 14,402 with verified work emails. New York is the largest hub.
This list covers private equity tax advisors headquartered in the 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 29, 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 25 largest private equity tax advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 61 contacts → | ||||
Indirect evidence “Navolio & Tallman LLP offers both the technical expertise of a “Big Four” accounting firm and the personalized client service only a smaller firm provides.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 48 contacts → | ||||
Partial evidence “At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 45 contacts → | ||||
Partial evidence “Strategic Tax Planning is a premier tax and financial consulting firm in Annapolis, Maryland, serving as a trusted partner for individuals, businesses, and entrepreneurs.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 41 contacts → | ||||
Indirect evidence “Pasquesi Sheppard LLC is a well established public accounting firm, located in downtown Lake Forest.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 35 contacts → | ||||
Partial evidence “Magnuson, McHugh, Dougherty is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 30 contacts → | ||||
Partial evidence “Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 30 contacts → | ||||
Indirect evidence “London Witte is a leading certified public accounting and consulting firm dedicated to helping clients maximize their full potential.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 29 contacts → | ||||
Strong evidence “For more than 94 years, C+M has provided exceptional accounting and tax advisory services to high-net-worth individuals, families, businesses, trusts, estates, and foundations…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 23 contacts → | ||||
Indirect evidence “Accounting and financial consulting can be challenging, but at Martini Partners, LLP, we feel it can be rewarding too.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 22 contacts → | ||||
Partial evidence “Do you want tax ideas?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 21 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 21 contacts → | ||||
Partial evidence “JBS is an accounting and tax firm with 20 years of successful business practice that focuses on achieving superior quality and empowering our clients’ financial lives in the…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 20 contacts → | ||||
Partial evidence “We are the place to go for assistance with international tax consulting and compliance.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 18 contacts → | ||||
Partial evidence “For over 60 years, FHWV, LLP has earned a reputation as one of Orange County's leading boutique accounting firms, offering a broad range of high quality, personalized tax…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 16 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 16 contacts → | ||||
Strong evidence “Novotny, Larash, Venters & Wolf is an integrated, full-service tax, financial planning and business advisory firm headquartered in Annapolis, MD.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 16 contacts → | ||||
Indirect evidence “Ravan & CO partners with business leaders to strengthen financial clarity, enable informed decision-making, and support sustainable growth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 13 contacts → | ||||
Partial evidence “Dutton, Harris & Co CPAs PLLC is a Texas based Certified Public Accounting Firm that focuses on federal and state tax planning, compliance and strategies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 12 contacts → | ||||
Indirect evidence “At Strategic Associates, we specialize in empowering small to mid-size business owners and high-income earning employees with the knowledge and tools to identify and implement…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 12 contacts → | ||||
Indirect evidence “Certified Public Accountants Rodney C.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 11 contacts → | ||||
Partial evidence “A team of comprehensive tax & financial experts who understand each of our clients’ unique needs and backgrounds.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 11 contacts → | ||||
Partial evidence “We serve small business and individuals with business consulting and tax services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 10 contacts → | ||||
Strong evidence “VerAleo is a boutique advisory firm focused on supporting ownership groups and private investment groups with complex tax, accounting, and specialized financial planning services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 10 contacts → | ||||
Partial evidence “CPA’s are typically focused solely on tax compliance.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 10 contacts → | ||||
Indirect evidence “Ask about our virtual financial office (VFO) service.” Source: RevenueBase Database · checked Sep 29, 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: private equity tax advisors. 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 equity tax advisors.
- Partial evidence
- Its own public description names part of private equity tax advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private equity tax advisors. 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 25 of 3,082 private equity tax advisors based in the United States
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Private equity tax advisors based in the United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,082 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 equity tax advisors, 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 the United States whose own description of what they do matches “private equity tax advisors”. 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 equity tax advisors), 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 equity tax advisors, and records with no verified work email. Companies headquartered outside United States 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, 14,402 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 29, 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 equity tax advisors by metro
- Private equity tax advisors in New York101
- Private equity tax advisors in Houston66
- Private equity tax advisors in Miami52
- Private equity tax advisors in Dallas46
- Private equity tax advisors in Los Angeles44
- Private equity tax advisors in Atlanta38
- Private equity tax advisors in San Francisco38
- Private equity tax advisors in Chicago36
- Private equity tax advisors in San Diego36
- Private equity tax advisors in Austin31
- Private equity tax advisors in Seattle25
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 equity tax advisors, 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 equity tax advisors are there based in the United States?
RevenueBase identified 3,082 private equity tax advisors headquartered in the 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?
Navolio & Tallman LLP, headquartered in Walnut Creek, tops this list with the largest team on record.
Which city has the most private equity tax advisors?
New York leads with 101 headquartered companies, followed by Houston (66) and Miami (52).
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 14,402 verified decision-maker contacts tracked across these 3,082 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 29, 2026.
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Private equity tax advisors by geography
- Private equity tax advisors based in Sydney, Australia
- Private equity tax advisors based in Vienna, Austria
- Private equity tax advisors based in Curitiba, Brazil
- Private equity tax advisors based in Porto Alegre, Brazil
- Private equity tax advisors based in Rio De Janeiro, Brazil
- Private equity tax advisors based in Sao Paulo, Brazil
- Private equity tax advisors based in Toronto, Canada
- Private equity tax advisors based in Paris, France
- Private equity tax advisors based in Berlin, Germany
- Private equity tax advisors based in Dresden, Germany
- Private equity tax advisors based in Hamburg, Germany
- Private equity tax advisors based in Hanover, Germany
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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