Company lists · Data refreshed September 2026

Top 25 Tax planning advisors based in Irvine, United States

RevenueBase identified 45 tax planning advisors headquartered in Irvine, United States as of September 2026 and tracks 263 professional contacts across them, including 120 with verified work emails. New York is the largest hub.

This list covers tax planning advisors headquartered in Irvine, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review
45Companies
263Contacts tracked
120Verified emails
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The 25 largest tax planning advisors based in Irvine, United States

Ranked by team size
Top 25 of 45 tax planning advisors based in Irvine, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to tax planning advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-5057 contacts →

Indirect evidence

“Wertz & Company is recognized in the business community for its unique and innovative method of delivering professional services to its clientele.”

Source: RevenueBase Database · checked Sep 22, 2026
2Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202651-20037 contacts →

Indirect evidence

“Make sure you get every dollar back from the government.”

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-1023 contacts →

Indirect evidence

“We are no ordinary accounting firm.”

Source: RevenueBase Database · checked Sep 22, 2026
4Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-1015 contacts →

Partial evidence

“Many businesses wonder if they’re paying too much in taxes but they don’t have the resources or time to pinpoint where they can save.”

Source: RevenueBase Database · checked Sep 22, 2026
5Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-5014 contacts →

Partial evidence

“AFPS LLP is an independently owned tax, accounting, and auditing consulting firm located in Irvine, California and is recognized throughout Orange County as a leading authority in…”

Source: RevenueBase Database · checked Sep 22, 2026
6Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202651-20011 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
7Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-1010 contacts →

Partial evidence

“Abregov Parrino, LLP is a full-service Certified Public Accounting and Business Advisory firm that specializes in helping individuals and privately held businesses by providing…”

Source: RevenueBase Database · checked Sep 22, 2026
8Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-509 contacts →

Partial evidence

“Founded in 2001 Gonzalez CPA is a fully certified public accounting firm which has been practicing accounting, tax strategies, and management consulting for 15 years.”

Source: RevenueBase Database · checked Sep 22, 2026
9Strong evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-509 contacts →

Strong evidence

“At Areté Advisors, we believe every client deserves expert financial guidance, not just at tax time, but throughout every stage of their business and personal financial journey.”

Source: RevenueBase Database · checked Sep 22, 2026
10Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-107 contacts →

Partial evidence

“Honest Tax Solutions is a reputable Tax and Accounting Firm located in Southern California.”

Source: RevenueBase Database · checked Sep 22, 2026
11Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-105 contacts →

Partial evidence

“Harmon Street Advisors is where great decisions begin.”

Source: RevenueBase Database · checked Sep 22, 2026
12Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-503 contacts →

Indirect evidence

“At O'Connor & Yu LLP, we pride ourselves on our dedication to the success and long term growth of our individual and business clients.”

Source: RevenueBase Database · checked Sep 22, 2026
13Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-503 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-503 contacts →

Indirect evidence

“Rickmeyer & Associates has over 50 years of combined experience at the "Big 4" accounting firms.”

Source: RevenueBase Database · checked Sep 22, 2026
15Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-502 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 202611-502 contacts →

Indirect evidence

“HBLA CPAs is an accounting firm dedicated to “making your business more valuable.” This is accomplished by developing close working relationships with business owners and…”

Source: RevenueBase Database · checked Sep 22, 2026
17Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-102 contacts →

Partial evidence

“Accounting principles examine what has already occurred, Financial Planning principles examine what has yet to be.”

Source: RevenueBase Database · checked Sep 22, 2026
18Strong evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-102 contacts →

Strong evidence

“Helping taxpayers and small business owners with accounting, income taxes, tax planning, business and tax advisory services”

Source: RevenueBase Database · checked Sep 22, 2026
19Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

“All accountants are not created equal.”

Source: RevenueBase Database · checked Sep 22, 2026
20Partial evidenceIrvine, CA, United StatesHQ checked Sep 22, 2026201-5001 contacts →

Partial evidence

“Our firm was established to provide tax and financial solutions to self-employed individuals and families, professionals, small to mid-size businesses, partnerships, and handle…”

Source: RevenueBase Database · checked Sep 22, 2026
21Indirect evidenceIrvine, United StatesHQ checked Sep 22, 202611-501 contacts →

Indirect evidence

“Queen & Company, Accountancy is a company based out of Irvine, United States.”

Source: RevenueBase Database · checked Sep 22, 2026
22Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
23Strong evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-101 contacts →

Strong evidence

“Financial services firm working primarily in the areas of individual and small business tax planning and preparation as well as small business accounting and financial reporting.”

Source: RevenueBase Database · checked Sep 22, 2026
24Strong evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-101 contacts →

Strong evidence

“Welcome to Indirect Tax Advisors, where we provide top-notch professional services to meet all your accounting and tax needs.”

Source: RevenueBase Database · checked Sep 22, 2026
25Indirect evidenceIrvine, CA, United StatesHQ checked Sep 22, 20261-101 contacts →

Indirect evidence

“In December 15, 2022, Masler & Associates, CPAs.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 45 tax planning advisors based in Irvine, United States

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Tax planning advisors based in Irvine, United States at a glance

As of Sep 22, 2026
45.6%Verified-email coverage
5.8Average contacts per company
1-10Median size (employees)
360.0%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
13
51-200
3
201-500
1

Email recency for this list is measured across the whole United States list rather than for Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 45 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among tax planning advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Irvine, United States whose own description of what they do matches “tax planning advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names tax planning advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among tax planning advisors, and records with no verified work email. Companies headquartered outside Irvine are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 120 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names tax planning advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many tax planning advisors are there based in Irvine, United States?

RevenueBase identified 45 tax planning advisors headquartered in Irvine, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Wertz & Company, LLP, headquartered in Irvine, tops this list with the largest team on record.

Which city has the most tax planning advisors?

New York leads with 162 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 120 verified decision-maker contacts tracked across these 45 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.