Company lists · Data refreshed November 2026
Top 25 Tax optimization advisors based in the United States
RevenueBase identified 3,428 company matches for tax optimization advisors associated with the United States as of November 2026 and tracks 20,022 professional contacts across them, including 6,768 with verified work emails. Houston is the largest hub.
This list covers company matches for tax optimization advisors 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 November 6, 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 optimization advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 427 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 386 contacts → | ||||
Exact match “Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 294 contacts → | ||||
Exact match “GTM is a leading provider of corporate tax services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 242 contacts → | ||||
Exact match “At Source Advisors, relationships matter.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 187 contacts → | ||||
Exact match “Stop overpaying the IRS and start fueling your business passions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 132 contacts → | ||||
Exact match “Since 1985, we’ve built a firm where clients receive the highest quality of services, where our people play an important role as they grow professionally and where we as a firm…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 115 contacts → | ||||
Exact match “At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 99 contacts → | ||||
Exact match “Our mission is to provide our clients with the best in professional services, with an authentic personal approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 98 contacts → | ||||
Exact match “Tax Advisors Group (TAG) is a leading National property tax consulting firm that specializes in minimizing property taxes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 98 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 93 contacts → | ||||
Exact match “Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 91 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 86 contacts → | ||||
Exact match “Property Valuation Services is a boutique property tax consulting firm, specializing in the reduction of property tax liability for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 79 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 77 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 64 contacts → | ||||
Exact match “At Crow Shields Bailey PC, our primary focus is to ensure that you, our client, have every opportunity to accomplish your business and personal financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 57 contacts → | ||||
Exact match “Tax Preparation for U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 56 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 55 contacts → | ||||
Exact match “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 54 contacts → | ||||
Exact match “LerroSarbey, PLLC, a full-service accounting firm located in Boca Raton and Fort Lauderdale, Florida.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 52 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 52 contacts → | ||||
Exact match “Sai CPA Services is a trusted CPA firm serving businesses across the USA, providing comprehensive accounting and tax services tailored to the needs of small and growing businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 51 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 · Nov 6, 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 optimization advisors”. 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 3,428 tax optimization advisors based in the United States
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Tax optimization advisors based in the United States at a glance
As of Nov 6, 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 3,428 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 optimization advisors” 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 6,768 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 November 6, 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 optimization advisors by metro
- Tax optimization advisors in Houston99
- Tax optimization advisors in New York93
- Tax optimization advisors in Los Angeles56
- Tax optimization advisors in Miami51
- Tax optimization advisors in Atlanta46
- Tax optimization advisors in Dallas40
- Tax optimization advisors in San Diego39
- Tax optimization advisors in Austin38
- Tax optimization advisors in Chicago34
- Tax optimization advisors in San Francisco32
- Tax optimization advisors in Seattle29
- Tax optimization advisors in Las Vegas26
- Tax optimization advisors in Charlotte25
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 optimization advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many tax optimization advisors are there based in the United States?
RevenueBase identified 3,428 company matches for tax optimization advisors associated with the United States as of November 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 optimization advisors?
Houston leads with 99 company records, followed by New York (93) and Los Angeles (56).
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 6,768 professional contacts with verified work emails tracked across these 3,428 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 3,428 tax optimization advisors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Tax optimization advisors by geography
- Tax optimization advisors based in Sydney, Australia
- Tax optimization advisors based in Vienna, Austria
- Tax optimization advisors based in Curitiba, Brazil
- Tax optimization advisors based in Porto Alegre, Brazil
- Tax optimization advisors based in Rio De Janeiro, Brazil
- Tax optimization advisors based in Sao Paulo, Brazil
- Tax optimization advisors based in Toronto, Canada
- Tax optimization advisors based in Paris, France
- Tax optimization advisors based in Berlin, Germany
- Tax optimization advisors based in Cologne, Germany
- Tax optimization advisors based in Dusseldorf, Germany
- Tax optimization advisors based in Frankfurt, Germany
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 optimization advisors based in Sydney, Australia
- Tax optimization advisors based in Vienna, Austria
- Tax optimization advisors based in Curitiba, Brazil
- Tax optimization advisors based in Porto Alegre, Brazil
- Tax optimization advisors based in Rio De Janeiro, Brazil
- Tax optimization advisors based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 tax optimization advisors 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 3,428 matching company records for tax optimization advisors based in the United States, with 20,022 tracked contacts and 6,768 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: November 6, 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 optimization advisors 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 |  Apercen Partners LLCapercen.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 427 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cohesivecohesivesolutions.comHQ: Exton, GA, United StatesReported employees: 501-1,000 | Exton, GA, United States | 501-1,000 | Exact match | 386 contacts → |
“Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  GTM Global TAX Managementgtmtax.comHQ: Wayne, OH, United StatesReported employees: 201-500 | Wayne, OH, United States | 201-500 | Exact match | 294 contacts → |
“GTM is a leading provider of corporate tax services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Source Advisorssourceadvisors.comHQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 242 contacts → |
“At Source Advisors, relationships matter.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Incite TAXincitetax.comHQ: Draper, UT, United StatesReported employees: 201-500 | Draper, UT, United States | 201-500 | Exact match | 187 contacts → |
“Stop overpaying the IRS and start fueling your business passions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: La Jolla, CA, United StatesReported employees: 51-200 | La Jolla, CA, United States | 51-200 | Exact match | 132 contacts → |
“Since 1985, we’ve built a firm where clients receive the highest quality of services, where our people play an important role as they grow professionally and where we as a firm…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mytaxfilermytaxfiler.comHQ: Plano, CA, United StatesReported employees: 51-200 | Plano, CA, United States | 51-200 | Exact match | 115 contacts → |
“At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Murphy, Murphy & Murphy, Cpasmurphy3.comHQ: Cypress, CA, United StatesReported employees: 51-200 | Cypress, CA, United States | 51-200 | Exact match | 99 contacts → |
“Our mission is to provide our clients with the best in professional services, with an authentic personal approach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  TAX Advisors Group LLCtaxadvisorsgroup.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 98 contacts → |
“Tax Advisors Group (TAG) is a leading National property tax consulting firm that specializes in minimizing property taxes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  CTIctillc.comHQ: Folsom, TX, United StatesReported employees: 51-200 | Folsom, TX, United States | 51-200 | Exact match | 98 contacts → |
“CTI specializes in helping businesses take full advantage of the tax credits and incentives they’re entitled to receive.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Perelson Weiner LLPpwcpa.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 93 contacts → |
“Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Neil Jesani Advisors, INCneiljesani.comHQ: Sunrise, NV, United StatesReported employees: 201-500 | Sunrise, NV, United States | 201-500 | Exact match | 91 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Property Valuation Servicespropertyvaluationservices.netHQ: Overland Park, TN, United StatesReported employees: 51-200 | Overland Park, TN, United States | 51-200 | Exact match | 86 contacts → |
“Property Valuation Services is a boutique property tax consulting firm, specializing in the reduction of property tax liability for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  R&g Brenner TAX Accountingrgbrenner.comHQ: Valley Stream, NY, United StatesReported employees: 51-200 | Valley Stream, NY, United States | 51-200 | Exact match | 79 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Monarch Private Capitalmonarchprivate.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 77 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Crow Shields Bailey PCcsbcpa.comHQ: Mobile, AL, United StatesReported employees: 11-50 | Mobile, AL, United States | 11-50 | Exact match | 64 contacts → |
“At Crow Shields Bailey PC, our primary focus is to ensure that you, our client, have every opportunity to accomplish your business and personal financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  TFX Taxes For Expatstaxesforexpats.comHQ: Ny, United StatesReported employees: 51-200 | Ny, United States | 51-200 | Exact match | 57 contacts → |
“Tax Preparation for U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Tri-Merittri-merit.comHQ: Schaumburg, VA, United StatesReported employees: 51-200 | Schaumburg, VA, United States | 51-200 | Exact match | 56 contacts → |
“Tax credit studies may not be something you do every day – luckily for you Tri-Merit does.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Culp Elliott & Carpenter, Pllcceclaw.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 55 contacts → |
“Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  The Accounting Guystheaccountingguys.comHQ: 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Lerrosarbey, Pllclerrosarbey.comHQ: Boca Raton, United StatesReported employees: 51-200 | Boca Raton, United States | 51-200 | Exact match | 54 contacts → |
“LerroSarbey, PLLC, a full-service accounting firm located in Boca Raton and Fort Lauderdale, Florida.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Robert Hall & Associatesroberthalltaxes.comHQ: Glendale, CA, United StatesReported employees: 51-200 | Glendale, CA, United States | 51-200 | Exact match | 52 contacts → |
“With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  SAI CPA Servicessaicpaservices.comHQ: East Brunswick, NJ, United StatesReported employees: 51-200 | East Brunswick, NJ, United States | 51-200 | Exact match | 52 contacts → |
“Sai CPA Services is a trusted CPA firm serving businesses across the USA, providing comprehensive accounting and tax services tailored to the needs of small and growing businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Think LLPthinkllp.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 51 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,428 company matches
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Tax optimization advisors: dataset insights
November 6, 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
3,406 records in the displayed employee bands.
22 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 3,428 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: November 6, 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 optimization advisors by metro
- Tax optimization advisors in Houston99
- Tax optimization advisors in New York93
- Tax optimization advisors in Los Angeles56
- Tax optimization advisors in Miami51
- Tax optimization advisors in Atlanta46
- Tax optimization advisors in Dallas40
- Tax optimization advisors in San Diego39
- Tax optimization advisors in Austin38
- Tax optimization advisors in Chicago34
- Tax optimization advisors in San Francisco32
- Tax optimization advisors in Seattle29
- Tax optimization advisors in Las Vegas26
- Tax optimization advisors in Charlotte25
Questions about this company list
What does Exact match mean for tax optimization advisors?
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 optimization advisors did RevenueBase find based in the United States?
The saved snapshot records 3,428 matching company records, 20,022 tracked contacts and 6,768 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: November 6, 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 optimization advisors by geography
- Tax optimization advisors based in Sydney, Australia
- Tax optimization advisors based in Vienna, Austria
- Tax optimization advisors based in Curitiba, Brazil
- Tax optimization advisors based in Porto Alegre, Brazil
- Tax optimization advisors based in Rio De Janeiro, Brazil
- Tax optimization advisors based in Sao Paulo, Brazil
- Tax optimization advisors based in Toronto, Canada
- Tax optimization advisors based in Paris, France
- Tax optimization advisors based in Berlin, Germany
- Tax optimization advisors based in Cologne, Germany
- Tax optimization advisors based in Dusseldorf, Germany
- Tax optimization advisors based in Frankfurt, Germany
Cite this list
RevenueBase Data Team. Top 25 tax optimization advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/tax-optimization-advisors/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 optimization advisors based in Sydney, Australia
- Tax optimization advisors based in Vienna, Austria
- Tax optimization advisors based in Curitiba, Brazil
- Tax optimization advisors based in Porto Alegre, Brazil
- Tax optimization advisors based in Rio De Janeiro, Brazil
- Tax optimization advisors based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 tax optimization advisors based in the United States
RevenueBase records 3,428 matching company records for tax optimization advisors based in the United States, with 20,022 tracked contacts and 6,768 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: November 6, 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 optimization advisors 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 | Apercen Partners LLCapercen.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 427 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cohesivecohesivesolutions.com HQ: Exton, GA, United StatesReported employees: 501-1,000 | Exton, GA, United States | 501-1,000 | Exact match | 386 contacts → |
“Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | GTM Global TAX Managementgtmtax.com HQ: Wayne, OH, United StatesReported employees: 201-500 | Wayne, OH, United States | 201-500 | Exact match | 294 contacts → |
“GTM is a leading provider of corporate tax services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Source Advisorssourceadvisors.com HQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 242 contacts → |
“At Source Advisors, relationships matter.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Incite TAXincitetax.com HQ: Draper, UT, United StatesReported employees: 201-500 | Draper, UT, United States | 201-500 | Exact match | 187 contacts → |
“Stop overpaying the IRS and start fueling your business passions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: La Jolla, CA, United StatesReported employees: 51-200 | La Jolla, CA, United States | 51-200 | Exact match | 132 contacts → |
“Since 1985, we’ve built a firm where clients receive the highest quality of services, where our people play an important role as they grow professionally and where we as a firm…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mytaxfilermytaxfiler.com HQ: Plano, CA, United StatesReported employees: 51-200 | Plano, CA, United States | 51-200 | Exact match | 115 contacts → |
“At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Murphy, Murphy & Murphy, Cpasmurphy3.com HQ: Cypress, CA, United StatesReported employees: 51-200 | Cypress, CA, United States | 51-200 | Exact match | 99 contacts → |
“Our mission is to provide our clients with the best in professional services, with an authentic personal approach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | TAX Advisors Group LLCtaxadvisorsgroup.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 98 contacts → |
“Tax Advisors Group (TAG) is a leading National property tax consulting firm that specializes in minimizing property taxes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | CTIctillc.com HQ: Folsom, TX, United StatesReported employees: 51-200 | Folsom, TX, United States | 51-200 | Exact match | 98 contacts → |
“CTI specializes in helping businesses take full advantage of the tax credits and incentives they’re entitled to receive.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Perelson Weiner LLPpwcpa.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 93 contacts → |
“Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Neil Jesani Advisors, INCneiljesani.com HQ: Sunrise, NV, United StatesReported employees: 201-500 | Sunrise, NV, United States | 201-500 | Exact match | 91 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Property Valuation Servicespropertyvaluationservices.net HQ: Overland Park, TN, United StatesReported employees: 51-200 | Overland Park, TN, United States | 51-200 | Exact match | 86 contacts → |
“Property Valuation Services is a boutique property tax consulting firm, specializing in the reduction of property tax liability for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | R&g Brenner TAX Accountingrgbrenner.com HQ: Valley Stream, NY, United StatesReported employees: 51-200 | Valley Stream, NY, United States | 51-200 | Exact match | 79 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Monarch Private Capitalmonarchprivate.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 77 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Crow Shields Bailey PCcsbcpa.com HQ: Mobile, AL, United StatesReported employees: 11-50 | Mobile, AL, United States | 11-50 | Exact match | 64 contacts → |
“At Crow Shields Bailey PC, our primary focus is to ensure that you, our client, have every opportunity to accomplish your business and personal financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | TFX Taxes For Expatstaxesforexpats.com HQ: Ny, United StatesReported employees: 51-200 | Ny, United States | 51-200 | Exact match | 57 contacts → |
“Tax Preparation for U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Tri-Merittri-merit.com HQ: Schaumburg, VA, United StatesReported employees: 51-200 | Schaumburg, VA, United States | 51-200 | Exact match | 56 contacts → |
“Tax credit studies may not be something you do every day – luckily for you Tri-Merit does.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Culp Elliott & Carpenter, Pllcceclaw.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 55 contacts → |
“Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lerrosarbey, Pllclerrosarbey.com HQ: Boca Raton, United StatesReported employees: 51-200 | Boca Raton, United States | 51-200 | Exact match | 54 contacts → |
“LerroSarbey, PLLC, a full-service accounting firm located in Boca Raton and Fort Lauderdale, Florida.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Robert Hall & Associatesroberthalltaxes.com HQ: Glendale, CA, United StatesReported employees: 51-200 | Glendale, CA, United States | 51-200 | Exact match | 52 contacts → |
“With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | SAI CPA Servicessaicpaservices.com HQ: East Brunswick, NJ, United StatesReported employees: 51-200 | East Brunswick, NJ, United States | 51-200 | Exact match | 52 contacts → |
“Sai CPA Services is a trusted CPA firm serving businesses across the USA, providing comprehensive accounting and tax services tailored to the needs of small and growing businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Think LLPthinkllp.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 51 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,428 company matches
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Tax optimization advisors: dataset insights
November 6, 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
3,406 records in the displayed employee bands.
22 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 3,428 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: November 6, 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 optimization advisors by metro
- Tax optimization advisors in Houston99
- Tax optimization advisors in New York93
- Tax optimization advisors in Los Angeles56
- Tax optimization advisors in Miami51
- Tax optimization advisors in Atlanta46
- Tax optimization advisors in Dallas40
- Tax optimization advisors in San Diego39
- Tax optimization advisors in Austin38
- Tax optimization advisors in Chicago34
- Tax optimization advisors in San Francisco32
- Tax optimization advisors in Seattle29
- Tax optimization advisors in Las Vegas26
- Tax optimization advisors in Charlotte25
Questions about this company list
What does Exact match mean for tax optimization advisors?
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 optimization advisors did RevenueBase find based in the United States?
The saved snapshot records 3,428 matching company records, 20,022 tracked contacts and 6,768 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: November 6, 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 optimization advisors by geography
- Tax optimization advisors based in Sydney, Australia
- Tax optimization advisors based in Vienna, Austria
- Tax optimization advisors based in Curitiba, Brazil
- Tax optimization advisors based in Porto Alegre, Brazil
- Tax optimization advisors based in Rio De Janeiro, Brazil
- Tax optimization advisors based in Sao Paulo, Brazil
- Tax optimization advisors based in Toronto, Canada
- Tax optimization advisors based in Paris, France
- Tax optimization advisors based in Berlin, Germany
- Tax optimization advisors based in Cologne, Germany
- Tax optimization advisors based in Dusseldorf, Germany
- Tax optimization advisors based in Frankfurt, Germany
Cite this list
RevenueBase Data Team. Top 25 tax optimization advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/tax-optimization-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Tax optimization advisors based in Sydney, Australia
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- Tax optimization advisors based in Porto Alegre, Brazil
- Tax optimization advisors based in Rio De Janeiro, Brazil
- Tax optimization advisors based in Sao Paulo, Brazil