Company lists · Data refreshed October 2026

Top 25 Tax compliance companies for asset managers based in the United States

RevenueBase identified 640 company matches for tax compliance companies for asset managers associated with the United States as of October 2026 and tracks 10,696 professional contacts across them, including 5,780 with verified work emails. Miami is the largest hub.

This list covers company matches for tax compliance companies for asset managers associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 22, 2026 How this list was built
640Companies
10,696Contacts tracked
5,780Verified emails
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The 25 largest tax compliance companies for asset managers based in the United States

Ranked by team size
Top 25 of 640 company matches for tax compliance companies for asset managers based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchDallas, TX, United StatesHQ recorded Oct 22, 20265,001-10,0006,427 contacts →

Exact match

“Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
2Exact matchPalo Alto, CA, United StatesHQ recorded Oct 22, 2026201-500417 contacts →

Exact match

“Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
3Exact matchExton, PA, United StatesHQ recorded Oct 22, 2026501-1,000362 contacts →

Exact match

“Cohesive is a leading solutions provider and systems integrator for IBM Maximo.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
4Exact matchFayetteville, AR, United StatesHQ recorded Oct 22, 202651-200214 contacts →

Exact match

“Zenwork, through its Tax1099 and Compliancely brands, is a fast-growing digital tax compliance and regulatory reporting technology company, with 10+ years of experience powering…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Oct 22, 202651-200170 contacts →

Exact match

“GlobeTax was founded in 1992 to master the complex and ever-changing landscape of double taxation treaties and help all investors maximize investment returns.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
6Exact matchPlano, TX, United StatesHQ recorded Oct 22, 202651-200114 contacts →

Exact match

“At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
7Exact matchGarden City, NY, United StatesHQ recorded Oct 22, 202651-200111 contacts →

Exact match

“Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
8Exact matchMorristown, NJ, United StatesHQ recorded Oct 22, 202651-20089 contacts →

Exact match

“K1x is the purpose-built tax data platform that automates and validates Schedule K-1 data for accounting firms, institutional investors, family offices, funds, and tax-exempt…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
9Exact matchSunrise, FL, United StatesHQ recorded Oct 22, 202651-20084 contacts →

Exact match

“Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
10Exact matchColumbus, OH, United StatesHQ recorded Oct 22, 202611-5057 contacts →

Exact match

“Founded by tax experts and backed by proprietary technology, Arvo is the only holistic approach that brings together the ability to develop and document a tax strategy with tax…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
11Exact matchGlendale, CA, United StatesHQ recorded Oct 22, 202651-20047 contacts →

Exact match

“With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
12Exact matchMenlo Park, CA, United StatesHQ recorded Oct 22, 2026n/a44 contacts →

Exact match

“Transparent tax strategies start here.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
13Exact matchFort Lauderdale, FL, United StatesHQ recorded Oct 22, 202611-5040 contacts →

Exact match

“Sagemont Advisors is your trusted partner for tax and regulatory reporting advisory services.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
14Exact matchKnoxville, TN, United StatesHQ recorded Oct 22, 202651-20039 contacts →

Exact match

“At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
15Exact matchBaton Rouge, LA, United StatesHQ recorded Oct 22, 202611-5038 contacts →

Exact match

“Advantous uniquely provides customizable end-to-end tax solutions that range from turnkey compliance services to high-level planning and advisory consulting.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
16Exact matchCalabasas, CA, United StatesHQ recorded Oct 22, 202611-5037 contacts →

Exact match

“At Ascend, our team of advisors has over 40 years of combined strategic tax and accounting experience.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Oct 22, 202611-5033 contacts →

Exact match

“Most companies find out they have a sales tax problem the same way: a letter from a state they didn't know they owed tax in.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
18Exact matchScottsdale, United StatesHQ recorded Oct 22, 202651-20032 contacts →

Exact match

“At Tax Goddess, our mission is simple: to help you legally save as much money as possible by applying advanced tax strategies.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United StatesHQ recorded Oct 22, 202611-5025 contacts →

Exact match

“FTS is the only tax firm exclusively dedicated to the Alternative Investment Industry.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
20Exact matchPlantation, FL, United StatesHQ recorded Oct 22, 202611-5023 contacts →

Exact match

“We are the place to go for assistance with international tax consulting and compliance.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
21Exact matchSan Francisco, CA, United StatesHQ recorded Oct 22, 202611-5022 contacts →

Exact match

“VPTax Inc.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
22Exact matchRemote, United StatesHQ recorded Oct 22, 20261-1022 contacts →

Exact match

“Do you want tax ideas?”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
23Exact matchNew York, NY, United StatesHQ recorded Oct 22, 202611-5021 contacts →

Exact match

“With offices in New York City, Philadelphia and Stamford, Evolved is a fast-growing tax compliance and business advisory firm that serves startups, small businesses, private…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
24Exact matchAtlanta, GA, United StatesHQ recorded Oct 22, 202611-5020 contacts →

Exact match

“We are proud to have been selected as one of Inc Fastest Growing Companies in America!”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
25Exact matchOklahoma City, OK, United StatesHQ recorded Oct 22, 202611-5019 contacts →

Exact match

“We are a tax accounting firm in Oklahoma City with nearly 30 years of experience serving entrepreneurial business owners and individuals with tax complexities through expert…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase

Showing 25 of 640 tax compliance companies for asset managers based in the United States

See the full list, filter by size, metro and specialty, and access 5,780 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Tax compliance companies for asset managers based in the United States at a glance

As of Oct 22, 2026
54.0%Verified-email coverage
16.7Average contacts per company
1-10Median size (employees)
3.1%Largest-city concentration · Miami
Oct 22, 2026Page data refreshed

Companies by employee count

1-10
485
11-50
121
51-200
24
201-500
2
501-1,000
2
1,001-5,000
1
5,001-10,000
1
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 640 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “tax compliance companies for asset managers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 5,780 professional contacts with verified work emails across the full matched dataset. 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 October 22, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “tax compliance companies for asset managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many tax compliance companies for asset managers are there based in the United States?

RevenueBase identified 640 company matches for tax compliance companies for asset managers associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

RYAN tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most tax compliance companies for asset managers?

Miami leads with 20 company records, followed by Houston (19) and New York (19).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 5,780 professional contacts with verified work emails tracked across these 640 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 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 SmartSearch, 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.