Company lists · Data refreshed September 2026
Top 25 Tax advisory services based in San Jose, United States
RevenueBase identified 50 tax advisory services headquartered in San Jose, United States as of September 2026 and tracks 794 professional contacts across them, including 465 with verified work emails. New York is the largest hub.
This list covers tax advisory services 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 services 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 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 10 contacts → | ||||
Indirect evidence “Dunham Associates, CPAs goal is to provide each of our clients the best accounting services possible whether the services required are relatively simple or extremely complex.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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. | |||||
| 14 | 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. | |||||
| 15 | 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. | |||||
| 16 | 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. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Steven L.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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. | |||||
| 19 | 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. | |||||
| 20 | 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. | |||||
| 21 | 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. | |||||
| 22 | 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. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Partial evidence “At Silicon Valley Tax Coach, we use our unparalleled training as a Certified Tax Strategist to save successful small business owners, entrepreneurs, doctors, and cannabis industry…” 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. 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.
- Partial evidence
- Its own public description names part of tax advisory services, 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. 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 50 tax advisory services based in San Jose, United States
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Tax advisory services 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 50 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, 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 services”. 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), 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, 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, 465 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 by metro in the United States
- Tax advisory services in New York282
- Tax advisory services in Houston239
- Tax advisory services in Miami134
- Tax advisory services in Atlanta127
- Tax advisory services in Chicago119
- Tax advisory services in Los Angeles114
- Tax advisory services in San Diego108
- Tax advisory services in Dallas107
- Tax advisory services in Austin90
- Tax advisory services in Orlando86
- Tax advisory services in Charlotte75
- Tax advisory services in Las Vegas67
- Tax advisory services in San Francisco66
- Tax advisory services in Tampa62
- Tax advisory services in Denver58
- Tax advisory services in Irvine57
- Tax advisory services in San Antonio52
- Tax advisory services in Seattle52
- Tax advisory services in San Jose50
- Tax advisory services in Portland49
- Tax advisory services in Jacksonville45
- Tax advisory services in Phoenix44
- Tax advisory services in Cincinnati43
- Tax advisory services in Boca Raton42
- Tax advisory services in Columbus42
- Tax advisory services in Scottsdale41
- Tax advisory services in Indianapolis40
- Tax advisory services in Fort Worth38
- Tax advisory services in Plano38
- Tax advisory services in Sacramento38
- Tax advisory services in Glendale36
- Tax advisory services in Philadelphia36
- Tax advisory services in Raleigh36
- Tax advisory services in Washington35
- Tax advisory services in Pittsburgh34
- Tax advisory services in Salt Lake City34
- Tax advisory services in Greenville33
- Tax advisory services in Wilmington33
- Tax advisory services in Columbia32
- Tax advisory services in Fort Lauderdale32
- Tax advisory services in Boston30
- Tax advisory services in Knoxville30
- Tax advisory services in Louisville30
- Tax advisory services in Richmond30
- Tax advisory services in Tucson30
- Tax advisory services in Baltimore29
- Tax advisory services in Brooklyn28
- Tax advisory services in Fayetteville28
- Tax advisory services in Alpharetta27
- Tax advisory services in Grand Rapids27
- Tax advisory services in Oklahoma City27
- Tax advisory services in Alexandria26
- Tax advisory services in Colorado Springs26
- Tax advisory services in Birmingham25
- Tax advisory services in Coral Gables25
- Tax advisory services in Minneapolis25
- Tax advisory services in Nashville25
- Tax advisory services in Newport Beach25
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, 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 are there based in San Jose, United States?
RevenueBase identified 50 tax advisory services 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 services?
New York leads with 282 headquartered companies, followed by Houston (239) and Miami (134).
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 465 verified decision-maker contacts tracked across these 50 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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