Company lists · Data refreshed September 2026
Top 25 Tax advisory firms based in San Jose, United States
RevenueBase identified 49 tax advisory firms headquartered in San Jose, United States as of September 2026 and tracks 818 professional contacts across them, including 479 with verified work emails. New York is the largest hub.
This list covers tax advisory firms headquartered in San Jose, 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 San Jose, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 493 contacts → | ||||
Partial evidence “Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 58 contacts → | ||||
Indirect evidence “The partners and staff at Wheeler Accountants (WCPA - formerly LMGW) combine to offer a full range of audit, accounting, taxation, consulting and compliance services for our…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 25 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 21 contacts → | ||||
Indirect evidence “Christopher Huang CPAs Inc.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 contacts → | ||||
Partial evidence “CPA Tax & Accounting (Cross Border)(US Canada & India)” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 15 contacts → | ||||
Partial evidence “Our firm is dedicated exclusively to the tax and HR issues impacted by global mobility.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14 contacts → | ||||
Indirect evidence “Eckley Lombardi Glascott LLP services closely held (privately owned) entrepreneurial businesses, their owners and high net worth clients.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Partial evidence “Miles Consulting Group is a Silicon Valley-based consulting firm that specializes in multi-state tax solutions.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 12 contacts → | ||||
Partial evidence “Founded in 1975, RD's Tax Strategies, Inc.(formerly RD's Tax & Financial Strategies) is currently one of the largest tax preparation firms in Santa Clara County.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Strong evidence “income tax preparation and consulting part time cfo / controller bookkeeping – accounting – finance Spot On Consulting Group, CPA's and Advisors, is committed to providing…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 11 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 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 10 contacts → | ||||
Indirect evidence “Koehler & Associates, its CPA's, staff and clients are a family.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Indirect evidence “Shannon & Snyder, CPAs is a full-service accounting firm serving clients throughout the Bay Area.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Strong evidence “Curran & Associates is a boutique accounting, tax, and business advisory service for those looking to level-up their financial picture.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Partial evidence “For over 30 years, we have been helping small business owners make better financial decisions with reliable accounting, tax, and consulting solutions.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Indirect evidence “Our primary goal is to provide insightful advice so that you can make informed decisions.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Indirect evidence “We are a full service accounting firm licensed in California.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “Steven L.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Partial evidence “At Tax Force Inc, we take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “At Paul Michael, CPA, the careful management of your finances is our top priority.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Strong evidence “Snap Advisory is an accounting, tax and business advisory firm that helps small and mid-size businesses, dentist and real estate investors gain clarity through clean bookkeeping…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “Located in the heart of California's Silicon Valley, Seeba & Associates has become well known to entrepreneurial small businesses, to estate planning professionals, and to the Bay…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Strong evidence “Premier Tax Advisors is the #1 rated accounting firm in Silicon Valley because we teach people valuable tax planning strategies to minimize their taxes and maximize their wealth.” 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 49 tax advisory firms based in San Jose, United States
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Tax advisory firms based in San Jose, 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 San Jose, so it is reported there. Company counts and contact totals on this page are exact for San Jose, over 49 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 San Jose, 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 San Jose 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, 479 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 San Jose, United States?
RevenueBase identified 49 tax advisory firms headquartered in San Jose, 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?
Sensiba LLP, headquartered in San Jose, 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 479 verified decision-maker contacts tracked across these 49 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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