Company lists · Data refreshed September 2026
Top 25 Tax advisory firms based in Charlotte, United States
RevenueBase identified 60 tax advisory firms headquartered in Charlotte, United States as of September 2026 and tracks 552 professional contacts across them, including 210 with verified work emails. New York is the largest hub.
This list covers tax advisory 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 22, 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 25 largest tax advisory firms based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 173 contacts → | ||||
Strong evidence “GreerWalker LLP provides tax, accounting, and advisory services focused on the needs of privately-held middle-market companies and their owners throughout the US and around the…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 56 contacts → | ||||
Partial evidence “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 38 contacts → | ||||
Partial evidence “Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 16 contacts → | ||||
Partial evidence “Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Partial evidence “93% of business owners overpay their taxes.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Indirect evidence “Scharf Pera & Co, PLLC is a Charlotte area firm of highly trained certified public accountants and consultants.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Partial evidence “Business and Individual tax planning and tax preparation.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10 contacts → | ||||
Indirect evidence “We bring decades of experience to the table in helping you plan for the long-term growth of your business.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Indirect evidence “At JLPollackCPA, our approach to accounting is simple: create tailored, personalized services for every client.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Strong evidence “At NaviPath Advisory, we envision a future where traditional tax and accounting services are transformed.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “Basta+Croop helps agency owners gain financial clarity so they can make better decisions, improve profitability, and scale with confidence.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Strong evidence “The Walters Way, LLC offers tax planning and business advisory services.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “Welcome to Providence Consulting CPA, PLLC, we are more than just your CPA tax preparer.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Partial evidence “At MDI Tax & Accounting, a member of Aline Accounting Partners Group, we believe clients deserve more than solutions-they deserve a true partner invested in their growth.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “Charlotte-based, Klaystone Business Solutions, is a professional services firm that provides clients with financial, tax and business consulting solutions.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “Our team of professionals can help you create a well-thought-out strategy, using a variety of tax planning strategies and investments and insurance products and services, to help…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “Yorda has earned her elite Enrolled Agent (EA) status, which is the highest credential the IRS awards.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Partial evidence “Boss Tax Law is a tax controversy law firm that focuses on helping business owners navigate tax disputes.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “Deans Consulting is dedicated to helping businesses, professionals, and individuals navigate the complex world of tax strategies.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “Fresh Approach - Experienced Foundation.” Source: RevenueBase Database · checked Sep 22, 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 advisory 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 advisory firms.
- Partial evidence
- Its own public description names part of tax advisory firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name tax advisory 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 25 of 60 tax advisory firms based in Charlotte, United States
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Tax advisory firms based in Charlotte, United States at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 60 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 advisory 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 advisory 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 advisory 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 advisory 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, 210 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 22, 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 advisory firms by metro in the United States
- Tax advisory firms in New York257
- Tax advisory firms in Houston194
- Tax advisory firms in Miami123
- Tax advisory firms in Los Angeles119
- Tax advisory firms in Chicago105
- Tax advisory firms in Dallas103
- Tax advisory firms in Atlanta100
- Tax advisory firms in San Diego99
- Tax advisory firms in Austin80
- Tax advisory firms in Orlando76
- Tax advisory firms in San Francisco72
- Tax advisory firms in Charlotte60
- Tax advisory firms in Tampa59
- Tax advisory firms in Las Vegas56
- Tax advisory firms in Irvine54
- Tax advisory firms in San Jose49
- Tax advisory firms in Denver46
- Tax advisory firms in Phoenix45
- Tax advisory firms in Seattle45
- Tax advisory firms in San Antonio42
- Tax advisory firms in Washington38
- Tax advisory firms in Boca Raton36
- Tax advisory firms in Portland35
- Tax advisory firms in Columbus34
- Tax advisory firms in Plano34
- Tax advisory firms in Boston32
- Tax advisory firms in Scottsdale32
- Tax advisory firms in Cincinnati30
- Tax advisory firms in Indianapolis30
- Tax advisory firms in Jacksonville30
- Tax advisory firms in Sacramento30
- Tax advisory firms in Salt Lake City30
- Tax advisory firms in Wilmington30
- Tax advisory firms in Fort Worth29
- Tax advisory firms in Glendale29
- Tax advisory firms in Philadelphia29
- Tax advisory firms in Raleigh28
- Tax advisory firms in Columbia26
- Tax advisory firms in Coral Gables26
- Tax advisory firms in Fort Lauderdale25
- Tax advisory firms in Tucson25
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 advisory 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 advisory firms are there based in Charlotte, United States?
RevenueBase identified 60 tax advisory 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?
Greerwalker Cpas And Advisors, headquartered in Charlotte, tops this list with the largest team on record.
Which city has the most tax advisory firms?
New York leads with 257 headquartered companies, followed by Houston (194) and Miami (123).
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 210 verified decision-maker contacts tracked across these 60 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 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 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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