Company lists · Data refreshed September 2026

Top 25 Tax accounting for investment firms based in the United States

RevenueBase identified 7,224 tax accounting for investment firms headquartered in the United States as of September 2026 and tracks 101,879 professional contacts across them, including 24,033 with verified work emails and 34,094 with mobile numbers. New York is the largest hub.

This list covers tax accounting for investment 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 6, 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 6, 2026 86% judged on-target in blind review
7,224Companies
101,879Contacts tracked
24,033Verified emails
34,094Mobile numbers
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The 25 largest tax accounting for investment firms based in the United States

Ranked by team size
Top 25 of 7,224 tax accounting for investment firms based in the United States, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to tax accounting for investment 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceBaraboo, WI, United StatesHQ checked Sep 6, 202651-200201 contacts →

“We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.”

Source: company website · checked Sep 6, 2026
2Strong evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-5074 contacts →

“SST Accountants & Consultants provides tax, audit, accounting, and business advisory services to privately-held businesses and individuals.”

Source: company website · checked Sep 6, 2026
3Strong evidenceFort Wright, KY, United StatesHQ checked Sep 6, 202651-20073 contacts →

“Pursue Your Vision Rudler, PSC is a full-service public accounting, tax, compliance and business management advisory firm with special services in business valuations, employee…”

Source: company website · checked Sep 6, 2026
4Partial evidenceWalnut Creek, CA, United StatesHQ checked Sep 6, 202651-20061 contacts →

“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: company website · checked Sep 6, 2026
5Partial evidenceDenver, CO, United StatesHQ checked Sep 6, 202611-5050 contacts →

Accounting delivered: accurately, stress-free, with excellence.”

Source: company website · checked Sep 6, 2026
6Strong evidenceKnoxville, TN, United StatesHQ checked Sep 6, 202651-20048 contacts →

“At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.”

Source: company website · checked Sep 6, 2026
7Partial evidenceAnnapolis, MD, United StatesHQ checked Sep 6, 202651-20045 contacts →

“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: company website · checked Sep 6, 2026
8Partial evidenceLake Forest, IL, United StatesHQ checked Sep 6, 202611-5041 contacts →

“Pasquesi Sheppard LLC is a well established public accounting firm, located in downtown Lake Forest.”

Source: company website · checked Sep 6, 2026
9Partial evidenceOklahoma City, OK, United StatesHQ checked Sep 6, 202611-5037 contacts →

“Arledge & Associates is one of Oklahoma’s most respected accounting firms.”

Source: company website · checked Sep 6, 2026
10Strong evidenceCoeur D'alene, ID, United StatesHQ checked Sep 6, 202611-5035 contacts →

“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: company website · checked Sep 6, 2026
11Indirect evidenceHarrisburg, PA, United StatesHQ checked Sep 6, 202651-20035 contacts →
Source: company website · checked Sep 6, 2026
12Indirect evidenceMiami, FL, United StatesHQ checked Sep 6, 202611-5034 contacts →

“Your life crosses borders.”

Source: company website · checked Sep 6, 2026
13Strong evidenceHamilton, NJ, United StatesHQ checked Sep 6, 202611-5032 contacts →

“Ram Associates is a tax and accounting firm that has been helping individual and corporate clients for nearly 30 years.”

Source: company website · checked Sep 6, 2026
14Partial evidenceWestbury, NY, United StatesHQ checked Sep 6, 202611-5030 contacts →

“Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.”

Source: company website · checked Sep 6, 2026
15Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 6, 202651-20029 contacts →

“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: company website · checked Sep 6, 2026
16Indirect evidenceWichita, KS, United StatesHQ checked Sep 6, 202611-5025 contacts →

“For over 20 years, CGP Group has proudly served Wichita and Kansas.”

Source: company website · checked Sep 6, 2026
17Indirect evidenceWoodland Hills, CA, United StatesHQ checked Sep 6, 202611-5025 contacts →

“MILLER AND CO.”

Source: company website · checked Sep 6, 2026
18Strong evidenceEdison, NJ, United StatesHQ checked Sep 6, 202651-20024 contacts →

“Thakkar & Associates is a full service tax, accounting and business consulting firm located in Edison, NJ.”

Source: company website · checked Sep 6, 2026
19Partial evidenceKaysville, UT, United StatesHQ checked Sep 6, 20261-1023 contacts →

“We are a full-service accounting and consulting firm.”

Source: company website · checked Sep 6, 2026
20Indirect evidenceHickory, NC, United StatesHQ checked Sep 6, 202611-5022 contacts →

“Davidson, Holland, Whitesell & Co.”

Source: company website · checked Sep 6, 2026
21Partial evidenceHernando, MS, United StatesHQ checked Sep 6, 202611-5022 contacts →

“Williams, Pitts & Beard CPA's is a full-service accounting firm serving our Hernando-area community with professional, personalized services and guidance in a wide range of…”

Source: company website · checked Sep 6, 2026
22Partial evidenceRemote, United StatesHQ checked Sep 6, 20261-1022 contacts →

“Do you want tax ideas?”

Source: company website · checked Sep 6, 2026
23Indirect evidenceParsippany, NJ, United StatesHQ checked Sep 6, 202611-5021 contacts →
Source: company website · checked Sep 6, 2026
24Partial evidenceRoseville, CA, United StatesHQ checked Sep 6, 202611-5021 contacts →

“Our firm was established by Rick Scott, CPA, in 1979, originally as an individual tax practice.”

Source: company website · checked Sep 6, 2026
25Strong evidenceMethuen, MA, United StatesHQ checked Sep 6, 202611-5021 contacts →

“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: company website · checked Sep 6, 2026

Showing 25 of 7,224 tax accounting for investment firms based in the United States

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Tax accounting for investment firms based in the United States at a glance

As of Sep 6, 2026
23.6%Verified-email coverage
33.5%Mobile-number coverage
14.1Average contacts per company
1-10Median size (employees)
2.8%Largest-city concentration · New York
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
5,289
11-50
1,609
51-200
223
201-500
22
501-1,000
9
1,001-5,000
11
10001+
2

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 tax accounting for investment 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 “tax accounting for investment 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 tax accounting for investment 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 tax accounting for investment 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, 24,033 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 6, 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 tax accounting for investment 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 tax accounting for investment firms are there based in the United States?

RevenueBase identified 7,224 tax accounting for investment 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?

MBE Cpas, headquartered in Baraboo, tops this list with the largest team on record.

Which city has the most tax accounting for investment firms?

New York leads with 202 headquartered companies, followed by Houston (119) and Miami (84).

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 24,033 verified decision-maker contacts tracked across these 7,224 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 6, 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.