Company lists · Data refreshed October 2026

Top 25 Real estate tax planning firms based in the United States

RevenueBase identified 3,903 company matches for real estate tax planning firms associated with the United States as of October 2026 and tracks 26,675 professional contacts across them, including 9,823 with verified work emails. New York is the largest hub.

This list covers company matches for real estate tax planning firms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 22, 2026 How this list was built
3,903Companies
26,675Contacts tracked
9,823Verified emails
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The 25 largest real estate tax planning firms based in the United States

Ranked by team size
Top 25 of 3,903 company matches for real estate tax planning firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchFort Wayne, IN, United StatesHQ recorded Oct 22, 2026501-1,000946 contacts →

Exact match

“Great Place to Work® Certified™ DMA, a proudly employee-owned company, has been solving corporate tax challenges for its clients since 1972.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
2Exact matchSan Jose, CA, United StatesHQ recorded Oct 22, 2026501-1,000510 contacts →

Exact match

“Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
3Exact matchPalo Alto, CA, United StatesHQ recorded Oct 22, 2026201-500417 contacts →

Exact match

“Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
4Exact matchArlington, TX, United StatesHQ recorded Oct 22, 2026n/a395 contacts →

Exact match

“Founded in 2008, Ola Tax has extensive experience specifically appealing property taxes.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
5Exact matchExton, PA, United StatesHQ recorded Oct 22, 2026501-1,000362 contacts →

Exact match

“Cohesive is a leading solutions provider and systems integrator for IBM Maximo.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
6Exact matchSan Francisco, CA, United StatesHQ recorded Oct 22, 2026501-1,000320 contacts →

Exact match

“Novogradac is among the nation’s top 40 certified public accounting and consulting firms with more than 25 offices nationwide.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
7Exact matchWayne, PA, United StatesHQ recorded Oct 22, 2026201-500291 contacts →

Exact match

“GTM is a leading provider of corporate tax services.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
8Exact matchHouston, TX, United StatesHQ recorded Oct 22, 2026501-1,000244 contacts →

Exact match

“Growth exposes financial weakness.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
9Exact matchDallas, TX, United StatesHQ recorded Oct 22, 2026201-500233 contacts →

Exact match

“In operation since 1978, KE Andrews is one of the largest state and local tax firms in the country, managing over $500 billion in assets.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
10Exact matchArlington, TX, United StatesHQ recorded Oct 22, 202651-200232 contacts →

Exact match

“At Source Advisors, relationships matter.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
11Exact matchCampbell, CA, United StatesHQ recorded Oct 22, 202651-200210 contacts →

Exact match

“ASL works with emerging and middle market privately held businesses to help them thrive in their markets, and with high net worth individuals, such as owners, founders and…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
12Exact matchDraper, UT, United StatesHQ recorded Oct 22, 2026201-500178 contacts →

Exact match

“Stop overpaying the IRS and start fueling your business passions.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
13Exact matchSarasota, FL, United StatesHQ recorded Oct 22, 202651-200158 contacts →

Exact match

“You need an accounting professional with the benefits of a reputable and resourceful firm.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
14Exact matchLa Jolla, CA, United StatesHQ recorded Oct 22, 202651-200125 contacts →

Exact match

“Since 1985, we’ve built a firm where clients receive the highest quality of services, where our people play an important role as they grow professionally and where we as a firm…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
15Exact matchSurprise, AZ, United StatesHQ recorded Oct 22, 20261,001-5,000125 contacts →

Exact match

“Universal Wealth is lead by Andre L.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
16Exact matchPlano, TX, United StatesHQ recorded Oct 22, 202651-200114 contacts →

Exact match

“At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
17Exact matchSanta Barbara, CA, United StatesHQ recorded Oct 22, 202651-200105 contacts →

Exact match

“Bartlett, Pringle & Wolf, LLP is the leading accounting and consulting firm on the Central Coast of California providing a collection of premium services to support your lifestyle.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
18Exact matchChicago, IL, United StatesHQ recorded Oct 22, 202651-20097 contacts →

Exact match

“Flanagan Bilton is the country’s premier Commercial Property Tax Advisory Company and our services include Commercial Property Tax Advisory, Legal Services, and a Breakthrough…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
19Exact matchCypress, CA, United StatesHQ recorded Oct 22, 202651-20096 contacts →

Exact match

“Our mission is to provide our clients with the best in professional services, with an authentic personal approach.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
20Exact matchDallas, TX, United StatesHQ recorded Oct 22, 202651-20094 contacts →

Exact match

“Tax Advisors Group (TAG) is a leading National property tax consulting firm that specializes in minimizing property taxes.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
21Exact matchOverland Park, KS, United StatesHQ recorded Oct 22, 202651-20085 contacts →

Exact match

“Property Valuation Services is a boutique property tax consulting firm, specializing in the reduction of property tax liability for our clients.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
22Exact matchSunrise, FL, United StatesHQ recorded Oct 22, 202651-20084 contacts →

Exact match

“Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
23Exact matchValley Stream, NY, United StatesHQ recorded Oct 22, 202651-20077 contacts →

Exact match

“Tax Consulting Services Individual Tax Return Preparation * Electronic Filing * Refund Anticipation Loans * Same Day Refund Anticipation Loans * Refund Anticipation Checks * State…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
24Exact matchNew York, NY, United StatesHQ recorded Oct 22, 202651-20065 contacts →

Exact match

“DVS Advisors is a tax-centric, diversified professional services organization with presence in 4 countries and partners in over 100 countries through our affiliations.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
25Exact matchBirmingham, AL, United StatesHQ recorded Oct 22, 202651-20064 contacts →

Exact match

“Tidwell Group, LLC is a full-service accounting and consulting firm with expertise serving clients in all aspects of the real estate industry throughout the United States.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase

Showing 25 of 3,903 real estate tax planning firms based in the United States

See the full list, filter by size, metro and specialty, and access 9,823 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Real estate tax planning firms based in the United States at a glance

As of Oct 22, 2026
36.8%Verified-email coverage
6.8Average contacts per company
1-10Median size (employees)
3.0%Largest-city concentration · New York
Oct 22, 2026Page data refreshed

Companies by employee count

1-10
2,896
11-50
863
51-200
103
201-500
16
501-1,000
8
1,001-5,000
2

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 3,903 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “real estate tax planning firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 9,823 professional contacts with verified work emails across the full matched dataset. 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 October 22, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “real estate tax planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many real estate tax planning firms are there based in the United States?

RevenueBase identified 3,903 company matches for real estate tax planning firms associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

DMA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most real estate tax planning firms?

New York leads with 119 company records, followed by Houston (105) and Chicago (73).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 9,823 professional contacts with verified work emails tracked across these 3,903 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 22, 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 SmartSearch, 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.