Company lists · Data refreshed September 2026

Top 25 Tax accounting for investment firms based in San Diego, United States

RevenueBase identified 64 tax accounting for investment firms headquartered in San Diego, United States as of September 2026 and tracks 228 professional contacts across them, including 89 with verified work emails. New York is the largest hub.

This list covers tax accounting for investment firms headquartered in San Diego, 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
64Companies
228Contacts tracked
89Verified emails
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The 25 largest tax accounting for investment firms based in San Diego, United States

Ranked by team size
Top 25 of 64 tax accounting for investment firms based in San Diego, 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 evidenceSan Diego, CA, United StatesHQ checked Sep 6, 202611-5017 contacts →

“Louis Tommasino, CPA, is a dedicated, full-service accounting firm committed to enhancing the quality and range of accounting services available to the small business sector and…”

Source: company website · checked Sep 6, 2026
2Partial evidenceSan Diego, CA, United StatesHQ checked Sep 6, 202611-5015 contacts →

“With LPA, you can keep more of what you earn with proactive tax planning.”

Source: company website · checked Sep 6, 2026
3Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 202611-5013 contacts →

“Our Firm was founded through experience gained while working for a leading global CPA firm, as well as past and present partnerships with many national and global companies.”

Source: company website · checked Sep 6, 2026
4Strong evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-1012 contacts →

“Flux Accounting is a growing accounting and tax service company specializing in small business solutions.”

Source: company website · checked Sep 6, 2026
5Partial evidenceSan Diego, CA, United StatesHQ checked Sep 6, 202611-5012 contacts →

“Profitwise Accounting & Advisory is a cloud-based accounting firm helping MSPs and growth-focused businesses gain greater financial clarity, confidence, and support through…”

Source: company website · checked Sep 6, 2026
6Partial evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-1010 contacts →

“Coastal Tax Advisors takes pride by offering current and strategic tax, consultancy and wealth planning services with a personal touch and attention rarely found in public…”

Source: company website · checked Sep 6, 2026
7Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 202611-509 contacts →

“Our goal is to provide you with the information and tools that help you build on your success and to have a measurable positive impact on your professional and personal financial…”

Source: company website · checked Sep 6, 2026
8Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-107 contacts →

“Since 1993, Shapiro & Co.”

Source: company website · checked Sep 6, 2026
9Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-106 contacts →
Source: company website · checked Sep 6, 2026
10Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-105 contacts →

“Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality.”

Source: company website · checked Sep 6, 2026
11Strong evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-105 contacts →

“Benito & Company is comprised of dedicated, experienced accounting and tax professionals who have very high standards and enjoy working for a quality CPA firm.”

Source: company website · checked Sep 6, 2026
12Strong evidenceSan Diego, CA, United StatesHQ checked Sep 6, 202611-505 contacts →

“Blum & Clark Certified Public Accountants, LLP is a full service tax and accounting firm based in San Diego, California.”

Source: company website · checked Sep 6, 2026
13Strong evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-104 contacts →

Accounting and tax services”

Source: company website · checked Sep 6, 2026
14Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-104 contacts →
Source: company website · checked Sep 6, 2026
15Strong evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-104 contacts →

“We're a full service CPA firm in San Diego, CA providing accounting, payroll processing, financial analysis and tax services to individuals and businesses in a variety of…”

Source: company website · checked Sep 6, 2026
16Partial evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-103 contacts →

“We’re a mission-driven tax planning firm with an abundantly clear reason for being: To increase our clients’ net-worth.”

Source: company website · checked Sep 6, 2026
17Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-103 contacts →

“Most high earners and business owners overpay for years.”

Source: company website · checked Sep 6, 2026
18Strong evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-103 contacts →

“San Diego Business Advisors is like no other accounting, bookkeeping or tax planning firm in San Diego.”

Source: company website · checked Sep 6, 2026
19Partial evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-103 contacts →

“Welcome to San Diego CPA - your ultimate local resource for ALL business, individual, and trust tax help.”

Source: company website · checked Sep 6, 2026
20Strong evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-103 contacts →

“Daniel Lu CPA is a full-service tax & accounting firm based in San Diego, California.”

Source: company website · checked Sep 6, 2026
21Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-102 contacts →

“You should be focused on growing your business, not on keeping your own books or creating financials.”

Source: company website · checked Sep 6, 2026
22Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-102 contacts →
Source: company website · checked Sep 6, 2026
23Strong evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-102 contacts →

“We provide professional Accounting and Tax services to small and medium-sized companies and not-for-profit organizations.”

Source: company website · checked Sep 6, 2026
24Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-102 contacts →
Source: company website · checked Sep 6, 2026
25Strong evidenceSan Diego, CA, United StatesHQ checked Sep 6, 20261-102 contacts →

“Business & Individual Taxation - Financial Reporting - Accounting & Bookkeeping Services - Tax Planning - Business Formation - Business Consultation - Payroll Services”

Source: company website · checked Sep 6, 2026

Showing 25 of 64 tax accounting for investment firms based in San Diego, United States

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Tax accounting for investment firms based in San Diego, United States at a glance

As of Sep 6, 2026
39.0%Verified-email coverage
3.6Average contacts per company
1-10Median size (employees)
315.6%Largest-city concentration · New York
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
52
11-50
12

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 San Diego, over 64 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 San Diego, 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 San Diego 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, 89 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 San Diego, United States?

RevenueBase identified 64 tax accounting for investment firms headquartered in San Diego, 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?

Louis Tommasino CPA & Associates, headquartered in San Diego, 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 89 verified decision-maker contacts tracked across these 64 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.