Company lists · Data refreshed September 2026
Top 25 Tax credit consulting firms based in the United States
RevenueBase identified 1,190 company matches for tax credit consulting firms associated with 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 company matches for tax credit consulting firms 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 September 29, 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.
The 25 largest tax credit consulting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 657 contacts → | ||||
Exact match “CCG is a national tax credit consulting firm serving companies ranging in size from the middle market to the Fortune 100.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 399 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 223 contacts → | ||||
Exact match “At Source Advisors, relationships matter.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 216 contacts → | ||||
Exact match “AOTAX is a leading U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 214 contacts → | ||||
Exact match “Synergi specializes in processing federal and state tax credits for employers across the United States and Puerto Rico.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 184 contacts → | ||||
Exact match “Stop overpaying the IRS and start fueling your business passions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 178 contacts → | ||||
Exact match “Established in with offices across the US, KBKG has helped businesses and their CPAs unlock over $11 billion of tax credits and incentives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 133 contacts → | ||||
Exact match “Boos & Associates, a Professional Corporation is a regional certified public accounting and consulting firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 130 contacts → | ||||
Exact match “Our mission is to assist eligible small and medium-sized businesses in attaining cash incentives from federal and state governments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 116 contacts → | ||||
Exact match “ERTC Express is a tax consulting firm providing expert assistance to small business clients around the Employee Retention Tax Credit.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 107 contacts → | ||||
Exact match “Engineered Tax Services, Inc.(ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 102 contacts → | ||||
Exact match “There are many companies that offer tax credit and incentive consulting services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 99 contacts → | ||||
Exact match “ABGi USA is the United States headquarters of ABGi Group, a worldwide firm dedicated to innovation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 88 contacts → | ||||
Exact match “CTI specializes in helping businesses take full advantage of the tax credits and incentives they’re entitled to receive.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 87 contacts → | ||||
Exact match “We focus on saving Clients money so they can focus on growing their company.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 80 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 78 contacts → | ||||
Exact match “Tax Consulting Services Individual Tax Return Preparation * Electronic Filing * Refund Anticipation Loans * Same Day Refund Anticipation Loans * Refund Anticipation Checks * State…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 70 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 57 contacts → | ||||
Exact match “Tax credit studies may not be something you do every day – luckily for you Tri-Merit does.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 56 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 54 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 54 contacts → | ||||
Exact match “At The Accounting Guys, we help our clients, located throughout the US and Canada, make intelligent business decisions-right from the get-go!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 51 contacts → | ||||
Exact match “Providing bookkeeping, tax prep and tax credit services to growing businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 48 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 48 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “tax credit consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,190 tax credit consulting firms based in the United States
See the full list, filter by size, metro and specialty, and access 3,472 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
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 credit consulting firms” 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 3,472 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 September 29, 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.
Tax credit consulting firms by metro
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 credit consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many tax credit consulting firms are there based in the United States?
RevenueBase identified 1,190 company matches for tax credit consulting firms associated with the United States as of September 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?
CCG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most tax credit consulting firms?
Houston leads with 45 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 3,472 professional contacts with verified work emails tracked across these 1,190 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 September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,190 tax credit consulting firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
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 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- 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
Company intelligence · public preview
Top 25 tax credit consulting firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,190 matching company records for tax credit consulting firms based in the United States, with 9,289 tracked contacts and 3,472 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 tax credit consulting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | CCGccg.com HQ: Pasadena, CA, United StatesReported employees: Not recorded | Pasadena, CA, United States | Not recorded | Exact match | 657 contacts → |
“CCG is a national tax credit consulting firm serving companies ranging in size from the middle market to the Fortune 100.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Apercen Partners LLCapercen.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 399 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Source Advisorssourceadvisors.com HQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 223 contacts → |
“At Source Advisors, relationships matter.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  AOTAXaotax.comHQ: Sterling, VA, United StatesReported employees: 201-500 | Sterling, VA, United States | 201-500 | Exact match | 216 contacts → |
“AOTAX is a leading U.S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Synergisynergipartners.com HQ: Florence, SC, United StatesReported employees: 201-500 | Florence, SC, United States | 201-500 | Exact match | 214 contacts → |
“Synergi specializes in processing federal and state tax credits for employers across the United States and Puerto Rico.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Incite TAXincitetax.comHQ: Draper, UT, United StatesReported employees: 201-500 | Draper, UT, United States | 201-500 | Exact match | 184 contacts → |
“Stop overpaying the IRS and start fueling your business passions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | KBKGkbkg.com HQ: Pasadena, CA, United StatesReported employees: 51-200 | Pasadena, CA, United States | 51-200 | Exact match | 178 contacts → |
“Established in with offices across the US, KBKG has helped businesses and their CPAs unlock over $11 billion of tax credits and incentives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Boos & Associates, A Professional Corpbooscpa.comHQ: Fresno, CA, United StatesReported employees: 51-200 | Fresno, CA, United States | 51-200 | Exact match | 133 contacts → |
“Boos & Associates, a Professional Corporation is a regional certified public accounting and consulting firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Innovation Refundsinnovationrefunds.com HQ: Des Moines, IA, United StatesReported employees: 501-1,000 | Des Moines, IA, United States | 501-1,000 | Exact match | 130 contacts → |
“Our mission is to assist eligible small and medium-sized businesses in attaining cash incentives from federal and state governments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ertc Expressertcexpress.com HQ: New York, CA, United StatesReported employees: 501-1,000 | New York, CA, United States | 501-1,000 | Exact match | 116 contacts → |
“ERTC Express is a tax consulting firm providing expert assistance to small business clients around the Employee Retention Tax Credit.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Engineered TAX Services INCengineeredtaxservices.com HQ: West Palm Beach, FL, United StatesReported employees: 201-500 | West Palm Beach, FL, United States | 201-500 | Exact match | 107 contacts → |
“Engineered Tax Services, Inc.(ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Jorns & Associatesjornstax.com HQ: Sheridan, WY, United StatesReported employees: 51-200 | Sheridan, WY, United States | 51-200 | Exact match | 102 contacts → |
“There are many companies that offer tax credit and incentive consulting services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Abgi USAabgi-usa.comHQ: Houston, TX, United StatesReported employees: 201-500 | Houston, TX, United States | 201-500 | Exact match | 99 contacts → |
“ABGi USA is the United States headquarters of ABGi Group, a worldwide firm dedicated to innovation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | CTIctillc.com HQ: Folsom, CA, United StatesReported employees: 51-200 | Folsom, CA, United States | 51-200 | Exact match | 88 contacts → |
“CTI specializes in helping businesses take full advantage of the tax credits and incentives they’re entitled to receive.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Stryde Savingsstrydesavings.com HQ: Fenton, MI, United StatesReported employees: 5,001-10,000 | Fenton, MI, United States | 5,001-10,000 | Exact match | 87 contacts → |
“We focus on saving Clients money so they can focus on growing their company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Monarch Private Capitalmonarchprivate.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 80 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  R&g Brenner TAX Accountingrgbrenner.comHQ: Valley Stream, NY, United StatesReported employees: 51-200 | Valley Stream, NY, United States | 51-200 | Exact match | 78 contacts → |
“Tax Consulting Services Individual Tax Return Preparation * Electronic Filing * Refund Anticipation Loans * Same Day Refund Anticipation Loans * Refund Anticipation Checks * State…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Neil Jesani Advisors, INCneiljesani.comHQ: Sunrise, FL, United StatesReported employees: 51-200 | Sunrise, FL, United States | 51-200 | Exact match | 70 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tri-Merittri-merit.com HQ: Schaumburg, IL, United StatesReported employees: 51-200 | Schaumburg, IL, United States | 51-200 | Exact match | 57 contacts → |
“Tax credit studies may not be something you do every day – luckily for you Tri-Merit does.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Arvo Techarvotech.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 56 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Think LLPthinkllp.comHQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 54 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Accounting Guystheaccountingguys.com HQ: Provo, UT, United StatesReported employees: 51-200 | Provo, UT, United States | 51-200 | Exact match | 54 contacts → |
“At The Accounting Guys, we help our clients, located throughout the US and Canada, make intelligent business decisions-right from the get-go!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  HAVENusehaven.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 51 contacts → |
“Providing bookkeeping, tax prep and tax credit services to growing businesses.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  The Accounting LABtheaccountinglab.coHQ: Knoxville, TN, United StatesReported employees: 51-200 | Knoxville, TN, United States | 51-200 | Exact match | 48 contacts → |
“At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  ertc.comertc.comHQ: Tampa, FL, United StatesReported employees: 501-1,000 | Tampa, FL, United States | 501-1,000 | Exact match | 48 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,190 company matches
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Tax credit consulting firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,181 records in the displayed employee bands.
9 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Tax credit consulting firms by metro
Questions about this company list
What does Exact match mean for tax credit consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many tax credit consulting firms did RevenueBase find based in the United States?
The saved snapshot records 1,190 matching company records, 9,289 tracked contacts and 3,472 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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
Cite this list
RevenueBase Data Team. Top 25 tax credit consulting firms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/tax-credit-consulting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- 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
Company intelligence · public preview
Top 25 tax credit consulting firms based in the United States
RevenueBase records 1,190 matching company records for tax credit consulting firms based in the United States, with 9,289 tracked contacts and 3,472 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 tax credit consulting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | CCGccg.com HQ: Pasadena, CA, United StatesReported employees: Not recorded | Pasadena, CA, United States | Not recorded | Exact match | 657 contacts → |
“CCG is a national tax credit consulting firm serving companies ranging in size from the middle market to the Fortune 100.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Apercen Partners LLCapercen.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 399 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Source Advisorssourceadvisors.com HQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 223 contacts → |
“At Source Advisors, relationships matter.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | AOTAXaotax.com HQ: Sterling, VA, United StatesReported employees: 201-500 | Sterling, VA, United States | 201-500 | Exact match | 216 contacts → |
“AOTAX is a leading U.S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Synergisynergipartners.com HQ: Florence, SC, United StatesReported employees: 201-500 | Florence, SC, United States | 201-500 | Exact match | 214 contacts → |
“Synergi specializes in processing federal and state tax credits for employers across the United States and Puerto Rico.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Incite TAXincitetax.com HQ: Draper, UT, United StatesReported employees: 201-500 | Draper, UT, United States | 201-500 | Exact match | 184 contacts → |
“Stop overpaying the IRS and start fueling your business passions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | KBKGkbkg.com HQ: Pasadena, CA, United StatesReported employees: 51-200 | Pasadena, CA, United States | 51-200 | Exact match | 178 contacts → |
“Established in with offices across the US, KBKG has helped businesses and their CPAs unlock over $11 billion of tax credits and incentives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Boos & Associates, A Professional Corpbooscpa.com HQ: Fresno, CA, United StatesReported employees: 51-200 | Fresno, CA, United States | 51-200 | Exact match | 133 contacts → |
“Boos & Associates, a Professional Corporation is a regional certified public accounting and consulting firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Innovation Refundsinnovationrefunds.com HQ: Des Moines, IA, United StatesReported employees: 501-1,000 | Des Moines, IA, United States | 501-1,000 | Exact match | 130 contacts → |
“Our mission is to assist eligible small and medium-sized businesses in attaining cash incentives from federal and state governments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ertc Expressertcexpress.com HQ: New York, CA, United StatesReported employees: 501-1,000 | New York, CA, United States | 501-1,000 | Exact match | 116 contacts → |
“ERTC Express is a tax consulting firm providing expert assistance to small business clients around the Employee Retention Tax Credit.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Engineered TAX Services INCengineeredtaxservices.com HQ: West Palm Beach, FL, United StatesReported employees: 201-500 | West Palm Beach, FL, United States | 201-500 | Exact match | 107 contacts → |
“Engineered Tax Services, Inc.(ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Jorns & Associatesjornstax.com HQ: Sheridan, WY, United StatesReported employees: 51-200 | Sheridan, WY, United States | 51-200 | Exact match | 102 contacts → |
“There are many companies that offer tax credit and incentive consulting services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Abgi USAabgi-usa.com HQ: Houston, TX, United StatesReported employees: 201-500 | Houston, TX, United States | 201-500 | Exact match | 99 contacts → |
“ABGi USA is the United States headquarters of ABGi Group, a worldwide firm dedicated to innovation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | CTIctillc.com HQ: Folsom, CA, United StatesReported employees: 51-200 | Folsom, CA, United States | 51-200 | Exact match | 88 contacts → |
“CTI specializes in helping businesses take full advantage of the tax credits and incentives they’re entitled to receive.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Stryde Savingsstrydesavings.com HQ: Fenton, MI, United StatesReported employees: 5,001-10,000 | Fenton, MI, United States | 5,001-10,000 | Exact match | 87 contacts → |
“We focus on saving Clients money so they can focus on growing their company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Monarch Private Capitalmonarchprivate.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 80 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | R&g Brenner TAX Accountingrgbrenner.com HQ: Valley Stream, NY, United StatesReported employees: 51-200 | Valley Stream, NY, United States | 51-200 | Exact match | 78 contacts → |
“Tax Consulting Services Individual Tax Return Preparation * Electronic Filing * Refund Anticipation Loans * Same Day Refund Anticipation Loans * Refund Anticipation Checks * State…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Neil Jesani Advisors, INCneiljesani.com HQ: Sunrise, FL, United StatesReported employees: 51-200 | Sunrise, FL, United States | 51-200 | Exact match | 70 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tri-Merittri-merit.com HQ: Schaumburg, IL, United StatesReported employees: 51-200 | Schaumburg, IL, United States | 51-200 | Exact match | 57 contacts → |
“Tax credit studies may not be something you do every day – luckily for you Tri-Merit does.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Arvo Techarvotech.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 56 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Think LLPthinkllp.com HQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 54 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Accounting Guystheaccountingguys.com HQ: Provo, UT, United StatesReported employees: 51-200 | Provo, UT, United States | 51-200 | Exact match | 54 contacts → |
“At The Accounting Guys, we help our clients, located throughout the US and Canada, make intelligent business decisions-right from the get-go!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HAVENusehaven.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 51 contacts → |
“Providing bookkeeping, tax prep and tax credit services to growing businesses.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | The Accounting LABtheaccountinglab.co HQ: Knoxville, TN, United StatesReported employees: 51-200 | Knoxville, TN, United States | 51-200 | Exact match | 48 contacts → |
“At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | ertc.comertc.com HQ: Tampa, FL, United StatesReported employees: 501-1,000 | Tampa, FL, United States | 501-1,000 | Exact match | 48 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,190 company matches
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Tax credit consulting firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,181 records in the displayed employee bands.
9 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Tax credit consulting firms by metro
Questions about this company list
What does Exact match mean for tax credit consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many tax credit consulting firms did RevenueBase find based in the United States?
The saved snapshot records 1,190 matching company records, 9,289 tracked contacts and 3,472 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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
Cite this list
RevenueBase Data Team. Top 25 tax credit consulting firms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/tax-credit-consulting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- 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