Company lists · Data refreshed September 2026

Top 21 Private equity tax advisors based in Dallas, United States

RevenueBase identified 46 private equity tax advisors headquartered in Dallas, United States as of September 2026 and tracks 6,291 professional contacts across them, including 4,130 with verified work emails. Across the United States, New York is the largest hub for this category (95 companies); Dallas has 46.

This list covers private equity tax advisors headquartered in Dallas, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
46Companies
6,291Contacts tracked
4,130Verified emails
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The 21 largest private equity tax advisors based in Dallas, United States

Ranked by team size
Top 21 of 46 private equity tax advisors based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to private equity tax advisors: 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
1Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20265,001-10,0006,089 contacts →

Partial evidence

“Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 202611-5019 contacts →

Indirect evidence

“Candy & Schonwald was formed in May 1976, by Jerry A.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-1017 contacts →

Indirect evidence

“The L&H advantage to integrated planning allows us to provide comprehensive financial services, to address your unique needs.”

Source: RevenueBase Database · checked Sep 29, 2026
4Strong evidenceDallas, TX, United StatesHQ checked Sep 29, 202611-5015 contacts →

Strong evidence

“SPI Advisory, LLC is a Dallas based private equity firm with over $1.3 Billion in current Assets Under Management that is transforming the way high net worth investors identify…”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-1011 contacts →

Strong evidence

“Trialta Advisory is a Dallas-based M&A advisory firm focused on providing transaction-related due diligence services to private equity firms, companies, and business owners.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 202611-5011 contacts →

Partial evidence

“Badu Tax Services, LLC is a CPA firm that offers a comprehensive set of tax services including tax preparation, tax planning, and tax representation.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-108 contacts →

Partial evidence

“Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 202611-506 contacts →

Indirect evidence

“We are a Dallas CPA firm that has been focused on serving businesses and high net worth clients for more than 35 years.”

Source: RevenueBase Database · checked Sep 29, 2026
9Strong evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-106 contacts →

Strong evidence

“Advisors of Complex Tax, Accounting and Financial Matters The Burns Firm, Ltd.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“Our accounting firm was founded in Dallas, Texas in 1981, and has been in operation in the Dallas area since that time.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Cash paid out for taxes is cash not available to grow your business.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“We provide tax, accounting and consulting services for high net worth individuals and closely held businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“EXPERIENCE: Our technical tax and legal expertise has provided our clients real results.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Commercial Real Estate Tax Consulting is All We Do.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Tax Planning & Strategy.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 202651-2003 contacts →

Indirect evidence

“Castro & Co is a firm specializing exclusively in international taxation with offices in Washington DC, Miami, Dallas, and Orlando along with partner firms in more than 130…”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Welcome to MMG Tax Group We provide individual tax preparation with the personalization that software packages can't.”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Brigham CPA specializes in helping small business owners maximize their tax savings and achieve financial clarity.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“At Tyson Accounting, we are your trusted partner for accounting and tax services.”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Modern Tax Services, taking a view to your finances, risk profile and tax planning.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 21 of 46 private equity tax advisors based in Dallas, United States

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Private equity tax advisors based in Dallas, United States at a glance

As of Sep 29, 2026
65.6%Verified-email coverage
136.8Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
9
51-200
1
5,001-10,000
1

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 46 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 Dallas, 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 Dallas 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, 4,130 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.

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 Dallas, United States?

RevenueBase identified 46 private equity tax advisors headquartered in Dallas, 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?

RYAN, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most private equity tax advisors?

New York leads the United States with 95 headquartered companies, followed by Houston (66) and Miami (52). Dallas has 46.

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 4,130 verified decision-maker contacts tracked across these 46 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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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.