Company lists · Data refreshed September 2026
Top 25 Tax credit consulting firms based in the United States
RevenueBase identified 1,190 tax credit consulting firms headquartered in the United States as of September 2026 and tracks 9,289 professional contacts across them, including 3,472 with verified work emails. Houston is the largest hub.
This list covers tax credit consulting firms headquartered in the 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 29, 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 credit consulting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 657 contacts → | ||||
Strong evidence “CCG is a national tax credit consulting firm serving companies ranging in size from the middle market to the Fortune 100.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 399 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 223 contacts → | ||||
Indirect evidence “At Source Advisors, relationships matter.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 216 contacts → | ||||
Indirect evidence “AOTAX is a leading U.S.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 214 contacts → | ||||
Strong evidence “Synergi specializes in processing federal and state tax credits for employers across the United States and Puerto Rico.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 184 contacts → | ||||
Indirect evidence “Stop overpaying the IRS and start fueling your business passions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 178 contacts → | ||||
Strong evidence “Established in with offices across the US, KBKG has helped businesses and their CPAs unlock over $11 billion of tax credits and incentives.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 133 contacts → | ||||
Partial evidence “Boos & Associates, a Professional Corporation is a regional certified public accounting and consulting firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 130 contacts → | ||||
Indirect evidence “Our mission is to assist eligible small and medium-sized businesses in attaining cash incentives from federal and state governments.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 116 contacts → | ||||
Strong evidence “ERTC Express is a tax consulting firm providing expert assistance to small business clients around the Employee Retention Tax Credit.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 107 contacts → | ||||
Partial evidence “Engineered Tax Services, Inc.(ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 102 contacts → | ||||
Strong evidence “There are many companies that offer tax credit and incentive consulting services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 99 contacts → | ||||
Indirect evidence “ABGi USA is the United States headquarters of ABGi Group, a worldwide firm dedicated to innovation.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 88 contacts → | ||||
Strong evidence “CTI specializes in helping businesses take full advantage of the tax credits and incentives they’re entitled to receive.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 87 contacts → | ||||
Indirect evidence “We focus on saving Clients money so they can focus on growing their company.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 80 contacts → | ||||
Strong evidence “Founded in 2005, Monarch Private Capital (formerly State Tax Credit Exchange) is a financial services company providing federal and state tax credit solutions to Fortune 500…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 78 contacts → | ||||
Strong evidence “Tax Consulting Services Individual Tax Return Preparation * Electronic Filing * Refund Anticipation Loans * Same Day Refund Anticipation Loans * Refund Anticipation Checks * State…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 70 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 57 contacts → | ||||
Strong evidence “Tax credit studies may not be something you do every day – luckily for you Tri-Merit does.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 56 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 54 contacts → | ||||
Partial evidence “Think, LLP is a national professional tax services firm that consists of former Big-4 partners from the national tax practices, attorneys, CPAs, engineers, former IRS technicians…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 54 contacts → | ||||
Indirect evidence “At The Accounting Guys, we help our clients, located throughout the US and Canada, make intelligent business decisions-right from the get-go!” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 51 contacts → | ||||
Strong evidence “Providing bookkeeping, tax prep and tax credit services to growing businesses.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 48 contacts → | ||||
Partial evidence “At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 48 contacts → | ||||
Strong evidence “ERTC.com is a tax consulting firm with a singular goal - to provide expert assistance to small business clients around the Employee Retention Tax Credit.” Source: RevenueBase Database · checked Sep 29, 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 credit consulting 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 credit consulting firms.
- Partial evidence
- Its own public description names part of tax credit consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name tax credit consulting 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 1,190 tax credit consulting firms based in the United States
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Tax credit consulting firms based in the United States at a glance
As of Sep 29, 2026Companies by employee count
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 1,190 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 credit consulting 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 the United States whose own description of what they do matches “tax credit consulting 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 credit consulting 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 credit consulting firms, and records with no verified work email. Companies headquartered outside United States 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, 3,472 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 29, 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 credit consulting firms by metro
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 credit consulting 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 credit consulting firms are there based in the United States?
RevenueBase identified 1,190 tax credit consulting firms headquartered in the 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?
CCG, headquartered in Pasadena, tops this list with the largest team on record.
Which city has the most tax credit consulting firms?
Houston leads with 45 headquartered companies, followed by New York (35) and Atlanta (24).
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 3,472 verified decision-maker contacts tracked across these 1,190 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 29, 2026.
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Tax credit consulting firms by geography
- Tax credit consulting firms based in Vienna, Austria
- Tax credit consulting firms based in Curitiba, Brazil
- Tax credit consulting firms based in Porto Alegre, Brazil
- Tax credit consulting firms based in Rio De Janeiro, Brazil
- Tax credit consulting firms based in Sao Paulo, Brazil
- Tax credit consulting firms based in Berlin, Germany
- Tax credit consulting firms based in Hamburg, Germany
- Tax credit consulting firms based in London, United Kingdom
- Tax credit consulting firms based in Houston, United States
- Tax credit consulting firms based in New York, United States
- Tax credit consulting firms based in Austria
- Tax credit consulting firms based in Brazil
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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- Tax credit consulting firms based in Vienna, Austria
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