Company lists · Data refreshed September 2026
Top 18 Tax accounting for investment firms based in Charlotte, United States
RevenueBase identified 44 tax accounting for investment firms headquartered in Charlotte, United States as of September 2026 and tracks 312 professional contacts across them, including 92 with verified work emails. New York is the largest hub.
This list covers tax accounting for investment firms headquartered in Charlotte, 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.
The 18 largest tax accounting for investment firms based in Charlotte, United States
Ranked by team size| # | Company | RevenueBase Smart Search | Contacts | ||
|---|---|---|---|---|---|
| 1 | Partial evidence | 56 contacts → | |||
“Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | Strong evidence | 38 contacts → | |||
“Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | Strong evidence | 16 contacts → | |||
“Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | Partial evidence | 13 contacts → | |||
“93% of business owners overpay their taxes.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | Strong evidence | 12 contacts → | |||
“The Sherbert Group is a premier full-service provider of accounting, tax, consulting, development and management services to the real estate tax credit industry.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | Indirect evidence | 10 contacts → | |||
“We bring decades of experience to the table in helping you plan for the long-term growth of your business.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | Partial evidence | 9 contacts → | |||
“At JLPollackCPA, our approach to accounting is simple: create tailored, personalized services for every client.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | Partial evidence | 9 contacts → | |||
“Kohari Gonzalez Oneyear & Brown PLLC is a full-service accounting firm serving clients throughout Charlotte, Mooresville and Winston Salem and the surrounding areas, dedicated to…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | Strong evidence | 6 contacts → | |||
“At NaviPath Advisory, we envision a future where traditional tax and accounting services are transformed.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | Partial evidence | 6 contacts → | |||
“Let us handle your taxes for a quick return.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | Indirect evidence | 5 contacts → | |||
Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | Partial evidence | 3 contacts → | |||
“Sullivan CPA is a public accounting firm located in Charlotte North Carolina.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | Strong evidence | 2 contacts → | |||
“KNK Tax and Accounting Services is a virtual tax and accounting firm that helps real estate agents and small business owners focus on their income generating activities by helping…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | Strong evidence | 2 contacts → | |||
“WHO WE ARE: Allied Tax & Accounting Consultants, LLC is the fierce advocate on your side while tackling all of your tax and accounting needs.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | Indirect evidence | 1 contacts → | |||
Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | Strong evidence | 1 contacts → | |||
“As a Full Service Accounting firm, Nottingham Tax & Accounting offers a range of services to individuals and businesses.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | Indirect evidence | 1 contacts → | |||
Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | Indirect evidence | 1 contacts → | |||
“Fresh Approach - Experienced Foundation.” Source: company website · checked Sep 6, 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: tax accounting for investment 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 tax accounting for investment firms.
- Partial evidence
- Its own public description names part of tax accounting for investment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name tax accounting for investment 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 18 of 44 tax accounting for investment firms based in Charlotte, United States
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Tax accounting for investment firms based in Charlotte, United States at a glance
As of Sep 6, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 44 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 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 Charlotte, 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 Charlotte 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, 92 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.
Tax accounting for investment firms by metro in the United States
- Tax accounting for investment firms in New York202
- Tax accounting for investment firms in Houston119
- Tax accounting for investment firms in Miami84
- Tax accounting for investment firms in Los Angeles82
- Tax accounting for investment firms in Chicago80
- Tax accounting for investment firms in Atlanta69
- Tax accounting for investment firms in San Diego64
- Tax accounting for investment firms in Orlando57
- Tax accounting for investment firms in Austin56
- Tax accounting for investment firms in Dallas55
- Tax accounting for investment firms in San Francisco46
- Tax accounting for investment firms in Charlotte44
- Tax accounting for investment firms in Las Vegas43
- Tax accounting for investment firms in Irvine39
- Tax accounting for investment firms in Denver37
- Tax accounting for investment firms in Phoenix34
- Tax accounting for investment firms in Tampa33
- Tax accounting for investment firms in Seattle30
- Tax accounting for investment firms in San Jose29
- Tax accounting for investment firms in Portland28
- Tax accounting for investment firms in San Antonio28
- Tax accounting for investment firms in Boca Raton27
- Tax accounting for investment firms in Jacksonville27
- Tax accounting for investment firms in Cincinnati26
- Tax accounting for investment firms in Columbus26
- Tax accounting for investment firms in Glendale26
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 Charlotte, United States?
RevenueBase identified 44 tax accounting for investment firms headquartered in Charlotte, 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?
Culp Elliott & Carpenter, Pllc, headquartered in Charlotte, 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 92 verified decision-maker contacts tracked across these 44 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.
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