Company lists · Data refreshed September 2026

Top 25 Tax advisors based in San Diego, United States

Name: Tax advisors based in San Diego, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 111 companies tracked

RevenueBase identified 111 tax advisors headquartered in San Diego, United States as of September 2026 and tracks 448 professional contacts across them, including 193 with verified work emails. New York is the largest hub.

This list covers tax advisors 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 21, 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 21, 2026 86% judged on-target in blind review

111Companies

448Contacts tracked

193Verified emails

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The 25 largest tax advisors based in San Diego, United States

Ranked by team size

Top 25 of 111 tax advisors based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to tax advisors: 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	PKF SAN Diego, LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	11-50	52 contacts →
	Indirect evidence “About PKF San Diego, LLP For almost 30 years, PKF San Diego, LLP has been a trusted partner for businesses and individuals, delivering expert financial guidance with a commitment…” Source: RevenueBase Database · checked Sep 21, 2026
2	AB Tawil & Associates	Partial evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	11-50	20 contacts →
	Partial evidence “AB Tawil & Associates is a San Diego based and fully bilingual (English/Spanish) accounting firm founded in 2006; that offers a full array of accounting, tax, consulting, and…” Source: RevenueBase Database · checked Sep 21, 2026
3	Legacy Park Advisors	Partial evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	11-50	15 contacts →
	Partial evidence “With LPA, you can keep more of what you earn with proactive tax planning.” Source: RevenueBase Database · checked Sep 21, 2026
4	Office TAX Services	Partial evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	14 contacts →
	Partial evidence “Welcome to Office Tax Services!” Source: RevenueBase Database · checked Sep 21, 2026
5	Encore Partners LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	11-50	13 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 21, 2026
6	Flux Accounting	Partial evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	12 contacts →
	Partial evidence “Flux Accounting is a growing accounting and tax service company specializing in small business solutions.” Source: RevenueBase Database · checked Sep 21, 2026
7	Wastvedt & Company	Partial evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	11-50	12 contacts →
	Partial evidence “Wastvedt & Company, Inc, a CPA and business consulting firm, helps companies and individuals maximize financial opportunities and minimize liability with expert tax planning and…” Source: RevenueBase Database · checked Sep 21, 2026
8	Profitwise Accounting	Partial evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	11-50	12 contacts →
	Partial evidence “Profitwise Accounting & Advisory is a cloud-based accounting firm helping MSPs and growth-focused businesses gain greater financial clarity, confidence, and support through…” Source: RevenueBase Database · checked Sep 21, 2026
9	Brotman LAW	Partial evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	10 contacts →
	Partial evidence “Brotman Law is the tax law firm built for businesses, their officers, and their owners.” Source: RevenueBase Database · checked Sep 21, 2026
10	Allen Barron, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	10 contacts →
	Indirect evidence “No other firm does what we do!” Source: RevenueBase Database · checked Sep 21, 2026
11	Coastal TAX Advisors	Strong evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	10 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 21, 2026
12	Green Path Partners LLC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	51-200	9 contacts →
	Indirect evidence “Welcome to Green Path Partners LLP, where we redefine the standards of excellence in accounting and taxation services.” Source: RevenueBase Database · checked Sep 21, 2026
13	Lyons Accountancy Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	11-50	9 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 21, 2026
14	Fitzgerald & Company	Partial evidence	San Diego, United StatesHQ checked Sep 21, 2026	11-50	8 contacts →
	Partial evidence “Services include: Income Tax Preparation for individuals and businesses, for Public Charities, Trade Associations and other Not-for-Profit entities and for Private Foundations…” Source: RevenueBase Database · checked Sep 21, 2026
15	Thefeld And Associates	Indirect evidence	San Diego, United StatesHQ checked Sep 21, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
16	Shapiro & Co., An Accountancy Corporation	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	7 contacts →
	Indirect evidence “Since 1993, Shapiro & Co.” Source: RevenueBase Database · checked Sep 21, 2026
17	Sahmel & Associates	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	7 contacts →
	Indirect evidence “Founded in by Ronald M.” Source: RevenueBase Database · checked Sep 21, 2026
18	Leiman & Associates	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	6 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
19	Coleydocter INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Indirect evidence “Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality.” Source: RevenueBase Database · checked Sep 21, 2026
20	TAX Time Services	Partial evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Partial evidence “Tax Preparation \| Business Compliance We have a variety of services available to simplify your tax preparation and business compliance and the innovative resources necessary to…” Source: RevenueBase Database · checked Sep 21, 2026
21	Benito & Company, An Accountancy Corporation	Partial evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 21, 2026
22	Blum & Clark, Certified Public Accountants, LLP	Partial evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	11-50	5 contacts →
	Partial evidence “Blum & Clark Certified Public Accountants, LLP is a full service tax and accounting firm based in San Diego, California.” Source: RevenueBase Database · checked Sep 21, 2026
23	Schwartz & Schwartz Hedgi AI	Partial evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Partial evidence “Welcome to the integrated future of financial excellence – Hedgi AI meets Schwartz & Schwartz, your expert advisors and innovative solution providers in one.” Source: RevenueBase Database · checked Sep 21, 2026
24	Matranga & Company, An Accountancy Corporation	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “Matranga & Company is a San Diego CPA firm which provides a wide range of accounting services to enterprising businesses and individuals principally located in Southern California.” Source: RevenueBase Database · checked Sep 21, 2026
25	Tadmor T. Barzilai, CPA INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “TADMOR T.” Source: RevenueBase Database · checked Sep 21, 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: tax advisors. 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 advisors.
Partial evidence: Its own public description names part of tax advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name tax advisors. 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 111 tax advisors based in San Diego, United States

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Tax advisors based in San Diego, United States at a glance

As of Sep 21, 2026

43.1%Verified-email coverage

4.0Average contacts per company

1-10Median size (employees)

264.0%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 111 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 advisors, 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 advisors”. 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 advisors), 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 advisors, 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, 193 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 21, 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 advisors by metro in the United States

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 advisors, 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 advisors are there based in San Diego, United States?

RevenueBase identified 111 tax advisors 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?

PKF SAN Diego, LLP, headquartered in San Diego, tops this list with the largest team on record.

Which city has the most tax advisors?

New York leads with 293 headquartered companies, followed by Houston (266) and Miami (140).

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 193 verified decision-maker contacts tracked across these 111 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 21, 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.