Company lists · Data refreshed September 2026
Top 25 Tax advisory services companies based in San Diego, United States
RevenueBase identified 96 tax advisory services companies headquartered in San Diego, United States as of September 2026 and tracks 405 professional contacts across them, including 191 with verified work emails. New York is the largest hub.
This list covers tax advisory services companies 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 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 services companies based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 18 contacts → | ||||
Indirect evidence “Strong cross-border relationships.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 16 contacts → | ||||
Indirect evidence “Meletis & Munsch, LLP is a full service CPA firm located in Del Mar, CA.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 15 contacts → | ||||
Partial evidence “With LPA, you can keep more of what you earn with proactive tax planning.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Partial evidence “Brotman Law is the tax law firm built for businesses, their officers, and their owners.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Indirect evidence “No other firm does what we do!” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Indirect evidence “Since 1993, Shapiro & Co.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Partial evidence “KYJ, LLP is a full-service firm that provides audit, tax, and consulting services to satisfy clients in various industries.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence “TADMOR T.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Partial evidence “Accounting and tax services” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Strong evidence “Welcome to Integro: We offer clients over 25 years of experience, skills and knowledge in advisory, tax and accounting services.” 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 services companies. 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 services companies.
- Partial evidence
- Its own public description names part of tax advisory services companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name tax advisory services companies. 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 96 tax advisory services companies based in San Diego, United States
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Tax advisory services companies based in San Diego, 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 Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 96 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 services companies, 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 advisory services companies”. 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 services companies), 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 services companies, 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, 191 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 services companies by metro in the United States
- Tax advisory services companies in New York267
- Tax advisory services companies in Houston224
- Tax advisory services companies in Miami133
- Tax advisory services companies in Los Angeles117
- Tax advisory services companies in Atlanta113
- Tax advisory services companies in Chicago110
- Tax advisory services companies in Dallas101
- Tax advisory services companies in San Diego96
- Tax advisory services companies in Austin87
- Tax advisory services companies in Orlando86
- Tax advisory services companies in Charlotte67
- Tax advisory services companies in San Francisco66
- Tax advisory services companies in Las Vegas59
- Tax advisory services companies in Irvine58
- Tax advisory services companies in Tampa58
- Tax advisory services companies in Denver53
- Tax advisory services companies in Seattle50
- Tax advisory services companies in San Antonio47
- Tax advisory services companies in San Jose47
- Tax advisory services companies in Portland44
- Tax advisory services companies in Boca Raton43
- Tax advisory services companies in Phoenix40
- Tax advisory services companies in Columbus39
- Tax advisory services companies in Jacksonville38
- Tax advisory services companies in Cincinnati36
- Tax advisory services companies in Fort Worth36
- Tax advisory services companies in Indianapolis36
- Tax advisory services companies in Plano36
- Tax advisory services companies in Sacramento36
- Tax advisory services companies in Scottsdale35
- Tax advisory services companies in Glendale33
- Tax advisory services companies in Washington33
- Tax advisory services companies in Boston32
- Tax advisory services companies in Philadelphia32
- Tax advisory services companies in Fort Lauderdale30
- Tax advisory services companies in Columbia29
- Tax advisory services companies in Pittsburgh29
- Tax advisory services companies in Salt Lake City29
- Tax advisory services companies in Wilmington29
- Tax advisory services companies in Fayetteville28
- Tax advisory services companies in Greenville28
- Tax advisory services companies in Baltimore27
- Tax advisory services companies in Knoxville27
- Tax advisory services companies in Raleigh27
- Tax advisory services companies in Richmond27
- Tax advisory services companies in Alexandria26
- Tax advisory services companies in Coral Gables26
- Tax advisory services companies in Alpharetta25
- Tax advisory services companies in Minneapolis25
- Tax advisory services companies in Oklahoma City25
- Tax advisory services companies 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 services companies, 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 services companies are there based in San Diego, United States?
RevenueBase identified 96 tax advisory services companies 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 advisory services companies?
New York leads with 267 headquartered companies, followed by Houston (224) and Miami (133).
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 191 verified decision-maker contacts tracked across these 96 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.
Ready to reach these companies? Verified emails and direct dials for all 96 tax advisory services companies based in San Diego, United States. Start with a free account, no credit card.
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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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