Company lists · Data refreshed September 2026
Top 25 Tax planning advisors based in the United States
RevenueBase identified 7,531 company matches for tax planning advisors associated with the United States as of September 2026 and tracks 95,941 professional contacts across them, including 20,050 with verified work emails. New York is the largest hub.
This list covers company matches for tax planning 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 September 22, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest tax planning advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 59,451 contacts → | ||||
Exact match “H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 493 contacts → | ||||
Exact match “Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 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 22, 2026 · View company records in RevenueBase | |||||
| 4 | 364 contacts → | ||||
Exact match “Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 347 contacts → | ||||
Exact match “Advantage One Tax Consulting is a multi-disciplinary group of highly experienced tax professionals who understand the tax practice in its true spirit, examine the issues it faces…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 281 contacts → | ||||
Exact match “GTM is a leading provider of corporate tax services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 269 contacts → | ||||
Exact match “Growth exposes financial weakness.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 202 contacts → | ||||
Exact match “ASL works with emerging and middle market privately held businesses to help them thrive in their markets, and with high net worth individuals, such as owners, founders and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 201 contacts → | ||||
Exact match “We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 191 contacts → | ||||
Exact match “Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 184 contacts → | ||||
Exact match “Stop overpaying the IRS and start fueling your business passions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 118 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 114 contacts → | ||||
Exact match “Advisory & Tax Services With 14 Offices in the USA, located in Atlanta, Boston, Chicago, Dallas, Fort Lauderdale, Houston, Los Angeles, Miami, New York, Orlando, Palo Alto, San…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 104 contacts → | ||||
Exact match “Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 102 contacts → | ||||
Exact match “Bartlett, Pringle & Wolf, LLP is the leading accounting and consulting firm on the Central Coast of California providing a collection of premium services to support your lifestyle.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 100 contacts → | ||||
Exact match “At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 92 contacts → | ||||
Exact match “HCJ CPAs and Advisors provides knowledgeable auditing, tax and business consulting services that companies need in today’s business climate.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 91 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 91 contacts → | ||||
Exact match “DRDA, LLC is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 90 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 85 contacts → | ||||
Exact match “Crescent Tax Filing, Inc- Your Trusted Partner in US #Tax Services for Over 7 Years Welcome to Crescent Tax Filing, Inc, your go-to destination for comprehensive US Tax…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 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 22, 2026 · View company records in RevenueBase | |||||
| 23 | 77 contacts → | ||||
Exact match “Colbert/Ball Tax Service understands that whenever a customer visits their location for service, the client will be immediately assisted by a trained professional.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 73 contacts → | ||||
Exact match “For almost 40 years, Cg Tax, Audit & Advisory (“Cg”) has helped clients stay focused on the road ahead™ by maximizing savings, increasing profitability and achieving financial…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 71 contacts → | ||||
Exact match “Faulk & Winkler, LLC, has been delivering comprehensive accounting, tax and business consulting services to individuals and businesses in the southern Louisiana area since 1984.” Recorded in the RevenueBase company graph · Sep 22, 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 planning 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 7,531 tax planning advisors based in the United States
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Tax planning advisors based in the United States at a glance
As of Sep 22, 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 7,531 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 planning 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 20,050 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 22, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Tax planning advisors by metro
- Tax planning advisors in New York169
- Tax planning advisors in Houston159
- Tax planning advisors in Miami84
- Tax planning advisors in Dallas78
- Tax planning advisors in Los Angeles77
- Tax planning advisors in San Diego74
- Tax planning advisors in Chicago72
- Tax planning advisors in Atlanta69
- Tax planning advisors in Austin56
- Tax planning advisors in San Francisco51
- Tax planning advisors in Charlotte50
- Tax planning advisors in Orlando49
- Tax planning advisors in Irvine45
- Tax planning advisors in Las Vegas45
- Tax planning advisors in Denver42
- Tax planning advisors in Tampa42
- Tax planning advisors in Portland36
- Tax planning advisors in Seattle33
- Tax planning advisors in Phoenix32
- Tax planning advisors in Cincinnati31
- Tax planning advisors in San Antonio31
- Tax planning advisors in San Jose30
- Tax planning advisors in Scottsdale29
- Tax planning advisors in Boca Raton28
- Tax planning advisors in Indianapolis27
- Tax planning advisors in Plano26
- Tax planning advisors in Glendale25
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 planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many tax planning advisors are there based in the United States?
RevenueBase identified 7,531 company matches for tax planning advisors 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?
H&r Block tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most tax planning advisors?
New York leads with 169 company records, followed by Houston (159) and Miami (84).
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 20,050 professional contacts with verified work emails tracked across these 7,531 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 7,531 tax planning advisors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Tax planning advisors by geography
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- Tax planning advisors based in Sao Paulo, Brazil
- Tax planning advisors based in Calgary, Canada
- Tax planning advisors based in Mississauga, Canada
- Tax planning advisors based in Toronto, Canada
- Tax planning advisors based in Berlin, Germany
- Tax planning advisors based in Dresden, Germany
- Tax planning advisors based in Hamburg, Germany
- Tax planning advisors based in Hanover, Germany
Browse the directory
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 planning advisors based in Belo Horizonte, Brazil
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- Tax planning advisors based in Porto Alegre, Brazil
- Tax planning advisors based in Rio De Janeiro, Brazil
- Tax planning advisors based in Sao Paulo, Brazil
- Tax planning advisors based in Calgary, Canada
Company intelligence · public preview
Top 25 tax planning 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 7,531 matching company records for tax planning advisors based in the United States, with 95,941 tracked contacts and 20,050 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 22, 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 planning 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 |  H&r Blockhrblock.comHQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 59,451 contacts → |
“H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sensiba LLPsensiba.comHQ: San Jose, CA, United StatesReported employees: 501-1,000 | San Jose, CA, United States | 501-1,000 | Exact match | 493 contacts → |
“Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Cohesivecohesivesolutions.comHQ: Exton, PA, United StatesReported employees: 501-1,000 | Exton, PA, United States | 501-1,000 | Exact match | 364 contacts → |
“Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Advantage ONE TAX Consultingaotax.comHQ: Sterling, VA, United StatesReported employees: 201-500 | Sterling, VA, United States | 201-500 | Exact match | 347 contacts → |
“Advantage One Tax Consulting is a multi-disciplinary group of highly experienced tax professionals who understand the tax practice in its true spirit, examine the issues it faces…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | GTM Global TAX Managementgtmtax.com HQ: Wayne, PA, United StatesReported employees: 201-500 | Wayne, PA, United States | 201-500 | Exact match | 281 contacts → |
“GTM is a leading provider of corporate tax services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mayataxmayatax.comHQ: Houston, TX, United StatesReported employees: 501-1,000 | Houston, TX, United States | 501-1,000 | Exact match | 269 contacts → |
“Growth exposes financial weakness.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Abbott, Stringham & Lynchaslcpa.com HQ: Campbell, CA, United StatesReported employees: 51-200 | Campbell, CA, United States | 51-200 | Exact match | 202 contacts → |
“ASL works with emerging and middle market privately held businesses to help them thrive in their markets, and with high net worth individuals, such as owners, founders and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  MBE Cpasmbe.cpaHQ: Baraboo, WI, United StatesReported employees: 51-200 | Baraboo, WI, United States | 51-200 | Exact match | 201 contacts → |
“We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Porte Brown LLCportebrown.comHQ: Elk Grove Village, IL, United StatesReported employees: 51-200 | Elk Grove Village, IL, United States | 51-200 | Exact match | 191 contacts → |
“Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: La Jolla, CA, United StatesReported employees: 51-200 | La Jolla, CA, United States | 51-200 | Exact match | 118 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Jade Fiducialjade-fiducial.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 114 contacts → |
“Advisory & Tax Services With 14 Offices in the USA, located in Atlanta, Boston, Chicago, Dallas, Fort Lauderdale, Houston, Los Angeles, Miami, New York, Orlando, Palo Alto, San…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Holistiplanholistiplan.comHQ: College Station, TX, United StatesReported employees: 11-50 | College Station, TX, United States | 11-50 | Exact match | 104 contacts → |
“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Santa Barbara, CA, United StatesReported employees: 51-200 | Santa Barbara, CA, United States | 51-200 | Exact match | 102 contacts → |
“Bartlett, Pringle & Wolf, LLP is the leading accounting and consulting firm on the Central Coast of California providing a collection of premium services to support your lifestyle.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Mytaxfilermytaxfiler.comHQ: Plano, TX, United StatesReported employees: 51-200 | Plano, TX, United States | 51-200 | Exact match | 100 contacts → |
“At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  HCJ Cpas & Advisorshcjcpa.comHQ: Little Rock, AR, United StatesReported employees: 51-200 | Little Rock, AR, United States | 51-200 | Exact match | 92 contacts → |
“HCJ CPAs and Advisors provides knowledgeable auditing, tax and business consulting services that companies need in today’s business climate.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Murphy, Murphy & Murphy, Cpasmurphy3.com HQ: Cypress, CA, United StatesReported employees: 51-200 | Cypress, CA, United States | 51-200 | Exact match | 91 contacts → |
“Our mission is to provide our clients with the best in professional services, with an authentic personal approach.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Drda, LLCdrdacpa.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 91 contacts → |
“DRDA, LLC is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Perelson Weiner LLPpwcpa.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 90 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Crescent TAX Filing, INCcrescenttaxfiling.comHQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 85 contacts → |
“Crescent Tax Filing, Inc- Your Trusted Partner in US #Tax Services for Over 7 Years Welcome to Crescent Tax Filing, Inc, your go-to destination for comprehensive US Tax…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Colbert Ball TAX Servicecolbertballtax.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 77 contacts → |
“Colbert/Ball Tax Service understands that whenever a customer visits their location for service, the client will be immediately assisted by a trained professional.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  CG Tax, Audit & Advisorycgteam.comHQ: Tinton Falls, NJ, United StatesReported employees: 51-200 | Tinton Falls, NJ, United States | 51-200 | Exact match | 73 contacts → |
“For almost 40 years, Cg Tax, Audit & Advisory (“Cg”) has helped clients stay focused on the road ahead™ by maximizing savings, increasing profitability and achieving financial…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Faulk & Winklerfw-cpa.comHQ: Baton Rouge, LA, United StatesReported employees: 11-50 | Baton Rouge, LA, United States | 11-50 | Exact match | 71 contacts → |
“Faulk & Winkler, LLC, has been delivering comprehensive accounting, tax and business consulting services to individuals and businesses in the southern Louisiana area since 1984.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 7,531 company matches
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Tax planning advisors: dataset insights
September 22, 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
7,471 records in the displayed employee bands.
60 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 7,531 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 22, 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 planning advisors by metro
- Tax planning advisors in New York169
- Tax planning advisors in Houston159
- Tax planning advisors in Miami84
- Tax planning advisors in Dallas78
- Tax planning advisors in Los Angeles77
- Tax planning advisors in San Diego74
- Tax planning advisors in Chicago72
- Tax planning advisors in Atlanta69
- Tax planning advisors in Austin56
- Tax planning advisors in San Francisco51
- Tax planning advisors in Charlotte50
- Tax planning advisors in Orlando49
- Tax planning advisors in Irvine45
- Tax planning advisors in Las Vegas45
- Tax planning advisors in Denver42
- Tax planning advisors in Tampa42
- Tax planning advisors in Portland36
- Tax planning advisors in Seattle33
- Tax planning advisors in Phoenix32
- Tax planning advisors in Cincinnati31
- Tax planning advisors in San Antonio31
- Tax planning advisors in San Jose30
- Tax planning advisors in Scottsdale29
- Tax planning advisors in Boca Raton28
- Tax planning advisors in Indianapolis27
- Tax planning advisors in Plano26
- Tax planning advisors in Glendale25
Questions about this company list
What does Exact match mean for tax planning 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 planning advisors did RevenueBase find based in the United States?
The saved snapshot records 7,531 matching company records, 95,941 tracked contacts and 20,050 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 22, 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 planning advisors by geography
- Tax planning advisors based in Belo Horizonte, Brazil
- Tax planning advisors based in Curitiba, Brazil
- Tax planning advisors based in Porto Alegre, Brazil
- Tax planning advisors based in Rio De Janeiro, Brazil
- Tax planning advisors based in Sao Paulo, Brazil
- Tax planning advisors based in Calgary, Canada
- Tax planning advisors based in Mississauga, Canada
- Tax planning advisors based in Toronto, Canada
- Tax planning advisors based in Berlin, Germany
- Tax planning advisors based in Dresden, Germany
- Tax planning advisors based in Hamburg, Germany
- Tax planning advisors based in Hanover, Germany
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 tax planning advisors based in the United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/tax-planning-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 planning advisors based in Belo Horizonte, Brazil
- Tax planning advisors based in Curitiba, Brazil
- Tax planning advisors based in Porto Alegre, Brazil
- Tax planning advisors based in Rio De Janeiro, Brazil
- Tax planning advisors based in Sao Paulo, Brazil
- Tax planning advisors based in Calgary, Canada
Company intelligence · public preview
Top 25 tax planning advisors based in the United States
RevenueBase records 7,531 matching company records for tax planning advisors based in the United States, with 95,941 tracked contacts and 20,050 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 22, 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 planning 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 | H&r Blockhrblock.com HQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 59,451 contacts → |
“H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sensiba LLPsensiba.com HQ: San Jose, CA, United StatesReported employees: 501-1,000 | San Jose, CA, United States | 501-1,000 | Exact match | 493 contacts → |
“Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Cohesivecohesivesolutions.com HQ: Exton, PA, United StatesReported employees: 501-1,000 | Exton, PA, United States | 501-1,000 | Exact match | 364 contacts → |
“Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Advantage ONE TAX Consultingaotax.com HQ: Sterling, VA, United StatesReported employees: 201-500 | Sterling, VA, United States | 201-500 | Exact match | 347 contacts → |
“Advantage One Tax Consulting is a multi-disciplinary group of highly experienced tax professionals who understand the tax practice in its true spirit, examine the issues it faces…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | GTM Global TAX Managementgtmtax.com HQ: Wayne, PA, United StatesReported employees: 201-500 | Wayne, PA, United States | 201-500 | Exact match | 281 contacts → |
“GTM is a leading provider of corporate tax services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mayataxmayatax.com HQ: Houston, TX, United StatesReported employees: 501-1,000 | Houston, TX, United States | 501-1,000 | Exact match | 269 contacts → |
“Growth exposes financial weakness.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Abbott, Stringham & Lynchaslcpa.com HQ: Campbell, CA, United StatesReported employees: 51-200 | Campbell, CA, United States | 51-200 | Exact match | 202 contacts → |
“ASL works with emerging and middle market privately held businesses to help them thrive in their markets, and with high net worth individuals, such as owners, founders and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | MBE Cpasmbe.cpa HQ: Baraboo, WI, United StatesReported employees: 51-200 | Baraboo, WI, United States | 51-200 | Exact match | 201 contacts → |
“We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Porte Brown LLCportebrown.com HQ: Elk Grove Village, IL, United StatesReported employees: 51-200 | Elk Grove Village, IL, United States | 51-200 | Exact match | 191 contacts → |
“Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: La Jolla, CA, United StatesReported employees: 51-200 | La Jolla, CA, United States | 51-200 | Exact match | 118 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Jade Fiducialjade-fiducial.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 114 contacts → |
“Advisory & Tax Services With 14 Offices in the USA, located in Atlanta, Boston, Chicago, Dallas, Fort Lauderdale, Houston, Los Angeles, Miami, New York, Orlando, Palo Alto, San…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Holistiplanholistiplan.com HQ: College Station, TX, United StatesReported employees: 11-50 | College Station, TX, United States | 11-50 | Exact match | 104 contacts → |
“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Santa Barbara, CA, United StatesReported employees: 51-200 | Santa Barbara, CA, United States | 51-200 | Exact match | 102 contacts → |
“Bartlett, Pringle & Wolf, LLP is the leading accounting and consulting firm on the Central Coast of California providing a collection of premium services to support your lifestyle.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mytaxfilermytaxfiler.com HQ: Plano, TX, United StatesReported employees: 51-200 | Plano, TX, United States | 51-200 | Exact match | 100 contacts → |
“At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HCJ Cpas & Advisorshcjcpa.com HQ: Little Rock, AR, United StatesReported employees: 51-200 | Little Rock, AR, United States | 51-200 | Exact match | 92 contacts → |
“HCJ CPAs and Advisors provides knowledgeable auditing, tax and business consulting services that companies need in today’s business climate.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Murphy, Murphy & Murphy, Cpasmurphy3.com HQ: Cypress, CA, United StatesReported employees: 51-200 | Cypress, CA, United States | 51-200 | Exact match | 91 contacts → |
“Our mission is to provide our clients with the best in professional services, with an authentic personal approach.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Drda, LLCdrdacpa.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 91 contacts → |
“DRDA, LLC is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Perelson Weiner LLPpwcpa.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 90 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Crescent TAX Filing, INCcrescenttaxfiling.com HQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 85 contacts → |
“Crescent Tax Filing, Inc- Your Trusted Partner in US #Tax Services for Over 7 Years Welcome to Crescent Tax Filing, Inc, your go-to destination for comprehensive US Tax…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Colbert Ball TAX Servicecolbertballtax.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 77 contacts → |
“Colbert/Ball Tax Service understands that whenever a customer visits their location for service, the client will be immediately assisted by a trained professional.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | CG Tax, Audit & Advisorycgteam.com HQ: Tinton Falls, NJ, United StatesReported employees: 51-200 | Tinton Falls, NJ, United States | 51-200 | Exact match | 73 contacts → |
“For almost 40 years, Cg Tax, Audit & Advisory (“Cg”) has helped clients stay focused on the road ahead™ by maximizing savings, increasing profitability and achieving financial…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Faulk & Winklerfw-cpa.com HQ: Baton Rouge, LA, United StatesReported employees: 11-50 | Baton Rouge, LA, United States | 11-50 | Exact match | 71 contacts → |
“Faulk & Winkler, LLC, has been delivering comprehensive accounting, tax and business consulting services to individuals and businesses in the southern Louisiana area since 1984.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 7,531 company matches
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Tax planning advisors: dataset insights
September 22, 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
7,471 records in the displayed employee bands.
60 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 7,531 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 22, 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 planning advisors by metro
- Tax planning advisors in New York169
- Tax planning advisors in Houston159
- Tax planning advisors in Miami84
- Tax planning advisors in Dallas78
- Tax planning advisors in Los Angeles77
- Tax planning advisors in San Diego74
- Tax planning advisors in Chicago72
- Tax planning advisors in Atlanta69
- Tax planning advisors in Austin56
- Tax planning advisors in San Francisco51
- Tax planning advisors in Charlotte50
- Tax planning advisors in Orlando49
- Tax planning advisors in Irvine45
- Tax planning advisors in Las Vegas45
- Tax planning advisors in Denver42
- Tax planning advisors in Tampa42
- Tax planning advisors in Portland36
- Tax planning advisors in Seattle33
- Tax planning advisors in Phoenix32
- Tax planning advisors in Cincinnati31
- Tax planning advisors in San Antonio31
- Tax planning advisors in San Jose30
- Tax planning advisors in Scottsdale29
- Tax planning advisors in Boca Raton28
- Tax planning advisors in Indianapolis27
- Tax planning advisors in Plano26
- Tax planning advisors in Glendale25
Questions about this company list
What does Exact match mean for tax planning 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 planning advisors did RevenueBase find based in the United States?
The saved snapshot records 7,531 matching company records, 95,941 tracked contacts and 20,050 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 22, 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 planning advisors by geography
- Tax planning advisors based in Belo Horizonte, Brazil
- Tax planning advisors based in Curitiba, Brazil
- Tax planning advisors based in Porto Alegre, Brazil
- Tax planning advisors based in Rio De Janeiro, Brazil
- Tax planning advisors based in Sao Paulo, Brazil
- Tax planning advisors based in Calgary, Canada
- Tax planning advisors based in Mississauga, Canada
- Tax planning advisors based in Toronto, Canada
- Tax planning advisors based in Berlin, Germany
- Tax planning advisors based in Dresden, Germany
- Tax planning advisors based in Hamburg, Germany
- Tax planning advisors based in Hanover, Germany
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 tax planning advisors based in the United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/tax-planning-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 planning advisors based in Belo Horizonte, Brazil
- Tax planning advisors based in Curitiba, Brazil
- Tax planning advisors based in Porto Alegre, Brazil
- Tax planning advisors based in Rio De Janeiro, Brazil
- Tax planning advisors based in Sao Paulo, Brazil
- Tax planning advisors based in Calgary, Canada