Company lists · Data refreshed September 2026

Top 25 Probate accounting firms based in the United States

Name: Probate accounting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 1,377 companies tracked

RevenueBase identified 1,377 probate accounting firms headquartered in the United States as of September 2026 and tracks 6,306 professional contacts across them, including 2,875 with verified work emails and 2,749 with mobile numbers. San Diego is the largest hub.

This list covers probate accounting firms 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 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

1,377Companies

6,306Contacts tracked

2,875Verified emails

2,749Mobile numbers

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The 25 largest probate accounting firms based in the United States

Ranked by team size

Top 25 of 1,377 probate accounting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to probate 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	Advantage ONE TAX Consulting	Indirect evidence	Sterling, VA, United StatesHQ checked Sep 5, 2026	201-500	347 contacts →
	Indirect evidence “Advantage One Tax Consulting is a multi-disciplinary group of highly experienced tax professionals who understand the tax practice in its true spirit, examine the issues it faces…” Source: RevenueBase Database · checked Sep 5, 2026
2	Belfint, Lyons & Shuman, P.A	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 5, 2026	51-200	102 contacts →
	Partial 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 5, 2026
3	Wright Ford Young & CO	Partial evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	51-200	93 contacts →
	Partial evidence “We are a full service mezzanine accounting firm that provides an atmosphere where people can flourish in their careers, while at the same time, being able to have meaningful…” Source: RevenueBase Database · checked Sep 5, 2026
4	Beasley, Mitchell & Co., LLP	Partial evidence	Las Cruces Nm, NM, United StatesHQ checked Sep 5, 2026	51-200	70 contacts →
	Partial evidence “Our accounting firm was established to provide expert solutions to businesses and individuals.” Source: RevenueBase Database · checked Sep 5, 2026
5	The Probate PRO	Partial evidence	Royal Oak, MI, United StatesHQ checked Sep 5, 2026	51-200	60 contacts →
	Partial evidence “The Probate Pro® is America's Probate Law Firm.” Source: RevenueBase Database · checked Sep 5, 2026
6	Creative Planning Legal, P.A	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 5, 2026	51-200	58 contacts →
	Indirect evidence “Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Source: RevenueBase Database · checked Sep 5, 2026
7	Culp Elliott & Carpenter, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	56 contacts →
	Indirect evidence “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Source: RevenueBase Database · checked Sep 5, 2026
8	Keystone LAW Group, P.C	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 5, 2026	51-200	53 contacts →
	Partial evidence “At Keystone Law Group, P.C, our experienced attorneys handle probate, trust, and estate cases for individuals in California and throughout the United States.” Source: RevenueBase Database · checked Sep 5, 2026
9	JKZ LLP	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	53 contacts →
	Partial evidence “At JKZ LLP, we believe that competent, dependable trust and estate representation requires expertise in estate planning, trust administration, probate, and the formation of…” Source: RevenueBase Database · checked Sep 5, 2026
10	Frazer, Ryan, Goldberg & Arnold LLP	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 5, 2026	11-50	49 contacts →
	Indirect evidence “Founded in 1989, Frazer Ryan Goldberg & Arnold LLP offers a broad range of personal and business legal services, including estate planning, tax planning and civili tax…” Source: RevenueBase Database · checked Sep 5, 2026
11	RMO LLP	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 5, 2026	11-50	41 contacts →
	Indirect evidence “Welcome to RMO LLP!” Source: RevenueBase Database · checked Sep 5, 2026
12	LAW Stein Anderson, LLP	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	11-50	37 contacts →
	Indirect evidence “TRUST EXPERIENCE.” Source: RevenueBase Database · checked Sep 5, 2026
13	Donofrio INC	Indirect evidence	Brooklyn, United StatesHQ checked Sep 5, 2026	n/a	37 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
14	Heckscher, Teillon, Terrill & Sager, P.C	Indirect evidence	West Conshohocken, PA, United StatesHQ checked Sep 5, 2026	11-50	34 contacts →
	Indirect evidence “Heckscher, Teillon, Terrill & Sager, founded in 1994, provides sophisticated estate and tax planning and fiduciary related services in a personalized setting for individuals…” Source: RevenueBase Database · checked Sep 5, 2026
15	Helton LAW Firm	Partial evidence	Tulsa, OK, United StatesHQ checked Sep 5, 2026	11-50	33 contacts →
	Partial evidence “Oklahoma law firm specializing in Estate Planning, Estate Disputes, Probate and Trust Administration, Guardianship, Commercial Litigation, and Business Transactions.” Source: RevenueBase Database · checked Sep 5, 2026
16	Winningham, Becker & Co., LLP	Indirect evidence	Woodland Hills, CA, United StatesHQ checked Sep 5, 2026	11-50	32 contacts →
	Indirect evidence “At Winningham Becker & Company, LLP, our goal is to help clients feel secure financially.” Source: RevenueBase Database · checked Sep 5, 2026
17	Comiter Singer	Indirect evidence	Palm Beach Gardens, FL, United StatesHQ checked Sep 5, 2026	11-50	28 contacts →
	Indirect evidence “When you have spent your life working hard to grow your estate or business, you want to ensure that the fruits of your labor are protected for generations to come.” Source: RevenueBase Database · checked Sep 5, 2026
18	Hughes & Pizzuto, APC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	11-50	27 contacts →
	Indirect evidence “Hughes & Pizzuto, APC traces its roots to Glenn Wright Jacobs & Schell, founded in 1952 by Eugene Glenn and Leroy A.” Source: RevenueBase Database · checked Sep 5, 2026
19	The Estate Lawyers	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 5, 2026	11-50	26 contacts →
	Indirect evidence “At The Estate Lawyers, we focus exclusively on trust and estate litigation, advocating for individuals and families when the stakes are highest.” Source: RevenueBase Database · checked Sep 5, 2026
20	Shoup Legal, A Professional LAW Corporation	Partial evidence	Murrieta, CA, United StatesHQ checked Sep 5, 2026	11-50	26 contacts →
	Partial evidence “Shoup Legal is an Estate Planning, Probate, Benefits Planning and Business Law Firm serving Southern California.” Source: RevenueBase Database · checked Sep 5, 2026
21	Alten Sakai & Company LLP	Partial evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	11-50	25 contacts →
	Partial evidence “Alten Sakai & Company LLP is one of the leading local accounting firms in the Portland, Oregon metro area.” Source: RevenueBase Database · checked Sep 5, 2026
22	Albertson & Davidson, LLP	Partial evidence	Rancho Santa Fe, CA, United StatesHQ checked Sep 5, 2026	1-10	25 contacts →
	Partial evidence “Trust & probate trial lawyers.” Source: RevenueBase Database · checked Sep 5, 2026
23	Trust Properties USA	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 5, 2026	11-50	24 contacts →
	Partial evidence “Unlocking The Equity Your Family Worked A Lifetime For™ #1 Probate and Trust Real Estate Team in California and Florida Unlike other realtors who sell the family home for a…” Source: RevenueBase Database · checked Sep 5, 2026
24	Thav Ryke & Associates	Partial evidence	Southfield, MI, United StatesHQ checked Sep 5, 2026	11-50	24 contacts →
	Partial evidence “Thav, Ryke & Associates is a probate law firm specializing in all areas of decedent's estates, trusts, guardianships, conservatorships, and probate litigation.” Source: RevenueBase Database · checked Sep 5, 2026
25	Hardie Alcozer	Indirect evidence	Austin, TX, United StatesHQ checked Sep 5, 2026	11-50	23 contacts →
	Indirect evidence “Hardie Alcozer was founded on the principle that legal services do not have to be that complicated.” 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: probate 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 probate accounting firms.
Partial evidence: Its own public description names part of probate accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name probate 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 25 of 1,377 probate accounting firms based in the United States

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Probate accounting firms based in the United States at a glance

As of Sep 5, 2026

45.6%Verified-email coverage

43.6%Mobile-number coverage

4.6Average contacts per company

1-10Median size (employees)

2.5%Largest-city concentration · San Diego

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

1,112

11-50

231

51-200

201-500

1,001-5,000

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

2,7020–30

16531–60

161–90

090–180

7180+

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 probate 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 the United States whose own description of what they do matches “probate 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 probate 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 probate accounting firms, 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, 2,875 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.

Probate accounting firms by metro

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 probate 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 probate accounting firms are there based in the United States?

RevenueBase identified 1,377 probate accounting firms 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?

Advantage ONE TAX Consulting, headquartered in Sterling, tops this list with the largest team on record.

Which city has the most probate accounting firms?

San Diego leads with 34 headquartered companies, followed by Houston (28) and Los Angeles (24).

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 2,875 verified decision-maker contacts tracked across these 1,377 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.