Company lists · Data refreshed September 2026

Top 25 Tax deduction consulting firms based in the United States

RevenueBase identified 320 company matches for tax deduction consulting firms associated with the United States as of September 2026 and tracks 2,843 professional contacts across them, including 1,268 with verified work emails. Houston is the largest hub.

This list covers company matches for tax deduction 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built
320Companies
2,843Contacts tracked
1,268Verified emails
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The 25 largest tax deduction consulting firms based in the United States

Ranked by team size
Top 25 of 320 company matches for tax deduction consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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 matchPalo Alto, CA, United StatesHQ recorded Sep 29, 2026201-500399 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
2Exact matchArlington, TX, United StatesHQ recorded Sep 29, 202651-200223 contacts →

Exact match

“At Source Advisors, relationships matter.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3Exact matchSheridan, WY, United StatesHQ recorded Sep 29, 202651-200102 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
4Exact matchFolsom, CA, United StatesHQ recorded Sep 29, 202651-20088 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
5Exact matchFenton, MI, United StatesHQ recorded Sep 29, 20265,001-10,00087 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
6Exact matchValley Stream, NY, United StatesHQ recorded Sep 29, 202651-20078 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
7Exact matchSunrise, FL, United StatesHQ recorded Sep 29, 202651-20070 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
8Exact matchSchaumburg, IL, United StatesHQ recorded Sep 29, 202651-20057 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
9Exact matchWashington, DC, United StatesHQ recorded Sep 29, 202651-20054 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
10Exact matchKnoxville, TN, United StatesHQ recorded Sep 29, 202651-20048 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
11Exact matchHuntsville, AL, United StatesHQ recorded Sep 29, 202611-5047 contacts →

Exact match

“We are premier tax strategy consultants.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchAnnapolis, MD, United StatesHQ recorded Sep 29, 202651-20045 contacts →

Exact match

“Strategic Tax Planning is a premier tax and financial consulting firm in Annapolis, Maryland, serving as a trusted partner for individuals, businesses, and entrepreneurs.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchGlendale, CA, United StatesHQ recorded Sep 29, 202651-20040 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 · Sep 29, 2026 · View company records in RevenueBase
14Exact matchMiami, FL, United StatesHQ recorded Sep 29, 202651-20039 contacts →

Exact match

“At Gelt, we are committed to delivering top-tier tax solutions that enable you to retain more of your hard-earned income.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchCornelius, NC, United StatesHQ recorded Sep 29, 2026201-50037 contacts →

Exact match

“WE OFFER THE MOST COMPREHENSIVE AND HOLISTIC APPROACH TO CUTTING TAXES.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Sep 29, 202611-5036 contacts →

Exact match

“RK Partners is a leading global tax credit consulting firm that specializes in helping companies US based businesses generate funding through R&D Tax Credits and Energy Incentives.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchAtlanta, GA, United StatesHQ recorded Sep 29, 202611-5033 contacts →

Exact match

“Steele Consulting LLC is a national tax consulting firm providing Fortune companies with credentialed, experienced consultants having a high degree of technical tax proficiency.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchGreenacres, FL, United StatesHQ recorded Sep 29, 202611-5025 contacts →

Exact match

“National Tax Group is comprised of tax experts and engineers with 50+ years of collective experience working with various industries.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19Exact matchOmaha, NE, United StatesHQ recorded Sep 29, 202611-5024 contacts →

Exact match

“CFO Services, a results-oriented consulting firm, was founded on the principle that consultants should deliver results, not just reports.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20Exact matchPleasanton, CA, United StatesHQ recorded Sep 29, 202611-5023 contacts →

Exact match

“At Focus Your Finance, we provide expert tax advisory, compliance, and strategic tax planning for small businesses and entrepreneurs.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21Exact matchEncinitas, CA, United StatesHQ recorded Sep 29, 202611-5021 contacts →

Exact match

“Since DCI has provided specialty tax credits and cost savings to companies of all sizes.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchBoston, MA, United StatesHQ recorded Sep 29, 202611-5020 contacts →

Exact match

“Daigle & Associates LLP specializes in providing tax consulting, tax compliance and business advisory services to affluent families, corporate executives, entrepreneurs, private…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchHouston, TX, United StatesHQ recorded Sep 29, 202611-5018 contacts →

Exact match

“EEPB InnovaTax helps companies determine whether their business activities and expenditures are eligible for various federal and state tax credits and incentives, namely the…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact matchSalt Lake City, UT, United StatesHQ recorded Sep 29, 20261-1017 contacts →

Exact match

“Hartle & Rees is a reputable and growing tax firm located at Salt Lake City (We are located near the Fashion Place mall at 6600 S).”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchSalt Lake City, UT, United StatesHQ recorded Sep 29, 202651-20017 contacts →

Exact match

“Tax Prep Advocates helps business owners unlock the billions of dollars in government tax incentives available each year.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

Showing 25 of 320 tax deduction consulting firms based in the United States

See the full list, filter by size, metro and specialty, and access 1,268 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Tax deduction consulting firms based in the United States at a glance

As of Sep 29, 2026
44.6%Verified-email coverage
8.9Average contacts per company
1-10Median size (employees)
4.4%Largest-city concentration · Houston
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
231
11-50
59
51-200
25
201-500
2
501-1,000
1
5,001-10,000
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 320 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 deduction 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 1,268 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.

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 deduction consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many tax deduction consulting firms are there based in the United States?

RevenueBase identified 320 company matches for tax deduction 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?

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

Which city has the most tax deduction consulting firms?

Houston leads with 14 company records, followed by Los Angeles (8) and New York (8).

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 1,268 professional contacts with verified work emails tracked across these 320 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.

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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.