Company lists · Data refreshed September 2026
Top 25 Tax planning companies based in the United States
RevenueBase identified 7,608 company matches for tax planning companies associated with the United States as of September 2026 and tracks 99,902 professional contacts across them, including 22,070 with verified work emails. New York is the largest hub.
This list covers company matches for tax planning companies 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 companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 48 contacts → | ||||
Exact match “At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 45 contacts → | ||||
Exact match “Strategic Tax Planning is a premier tax and financial consulting firm in Annapolis, Maryland, serving as a trusted partner for individuals, businesses, and entrepreneurs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 41 contacts → | ||||
Exact match “Pasquesi Sheppard LLC is a well established public accounting firm, located in downtown Lake Forest.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 39 contacts → | ||||
Exact match “We are a team of specialized tax attorneys and highly experienced business executives who work with business owners to minimize their tax liability.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 37 contacts → | ||||
Exact match “Arledge & Associates is one of Oklahoma’s most respected accounting firms.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 36 contacts → | ||||
Exact match “Taxes redefined by empathy.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 35 contacts → | ||||
Exact match “Magnuson, McHugh, Dougherty is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 32 contacts → | ||||
Exact match “Ram Associates is a tax and accounting firm that has been helping individual and corporate clients for nearly 30 years.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 30 contacts → | ||||
Exact match “Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 30 contacts → | ||||
Exact match “London Witte is a leading certified public accounting and consulting firm dedicated to helping clients maximize their full potential.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 24 contacts → | ||||
Exact match “Freidel & Associates, LLC is a company based out of 429 Quincy St, Rapid City, South Dakota, United States.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 24 contacts → | ||||
Exact match “Thakkar & Associates is a full service tax, accounting and business consulting firm located in Edison, NJ.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 23 contacts → | ||||
Exact match “Accounting and financial consulting can be challenging, but at Martini Partners, LLP, we feel it can be rewarding too.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 22 contacts → | ||||
Exact match “Williams, Pitts & Beard CPA's is a full-service accounting firm serving our Hernando-area community with professional, personalized services and guidance in a wide range of…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 22 contacts → | ||||
Exact match “Do you want tax ideas?” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 21 contacts → | ||||
Exact match “Our firm was established by Rick Scott, CPA, in 1979, originally as an individual tax practice.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 21 contacts → | ||||
Exact match “JBS is an accounting and tax firm with 20 years of successful business practice that focuses on achieving superior quality and empowering our clients’ financial lives in the…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 20 contacts → | ||||
Exact match “We are the place to go for assistance with international tax consulting and compliance.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 18 contacts → | ||||
Exact match “For over 60 years, FHWV, LLP has earned a reputation as one of Orange County's leading boutique accounting firms, offering a broad range of high quality, personalized tax…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 18 contacts → | ||||
Exact match “Uprise is building the future of financial advisory and tax planning for small business owners.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 16 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 16 contacts → | ||||
Exact match “CPA Firm specializing in taxation, business consulting, compliance, tax planning, IRS representation.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 16 contacts → | ||||
Exact match “About Our Firm Since our firm has been providing quality, personalized financial guidance to local individuals and businesses.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 16 contacts → | ||||
Exact match “Novotny, Larash, Venters & Wolf is an integrated, full-service tax, financial planning and business advisory firm headquartered in Annapolis, MD.” 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 companies”. 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 7,608 tax planning companies based in the United States
See the full list, filter by size, metro and specialty, and access 22,070 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Tax planning companies 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 7,608 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 companies” 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 22,070 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 companies by metro
- Tax planning companies in New York172
- Tax planning companies in Houston159
- Tax planning companies in Miami89
- Tax planning companies in Los Angeles78
- Tax planning companies in Dallas75
- Tax planning companies in San Diego75
- Tax planning companies in Atlanta70
- Tax planning companies in Chicago68
- Tax planning companies in Austin57
- Tax planning companies in San Francisco53
- Tax planning companies in Charlotte49
- Tax planning companies in Orlando48
- Tax planning companies in Irvine47
- Tax planning companies in Las Vegas44
- Tax planning companies in Tampa41
- Tax planning companies in Denver38
- Tax planning companies in Seattle37
- Tax planning companies in Portland35
- Tax planning companies in Boca Raton32
- Tax planning companies in Cincinnati32
- Tax planning companies in San Antonio32
- Tax planning companies in Phoenix30
- Tax planning companies in San Jose30
- Tax planning companies in Scottsdale30
- Tax planning companies in Glendale27
- Tax planning companies in Indianapolis26
- Tax planning companies in Plano26
- Tax planning companies in Wilmington25
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 companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many tax planning companies are there based in the United States?
RevenueBase identified 7,608 company matches for tax planning companies 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?
MBE Cpas tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most tax planning companies?
New York leads with 172 company records, followed by Houston (159) and Miami (89).
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 22,070 professional contacts with verified work emails tracked across these 7,608 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 7,608 tax planning companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Tax planning companies by geography
- Tax planning companies based in Belo Horizonte, Brazil
- Tax planning companies based in Curitiba, Brazil
- Tax planning companies based in Porto Alegre, Brazil
- Tax planning companies based in Rio De Janeiro, Brazil
- Tax planning companies based in Sao Paulo, Brazil
- Tax planning companies based in Calgary, Canada
- Tax planning companies based in Mississauga, Canada
- Tax planning companies based in Toronto, Canada
- Tax planning companies based in Berlin, Germany
- Tax planning companies based in Bremen, Germany
- Tax planning companies based in Dresden, Germany
- Tax planning companies based in Hamburg, 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 companies based in Belo Horizonte, Brazil
- Tax planning companies based in Curitiba, Brazil
- Tax planning companies based in Porto Alegre, Brazil
- Tax planning companies based in Rio De Janeiro, Brazil
- Tax planning companies based in Sao Paulo, Brazil
- Tax planning companies based in Calgary, Canada
Company intelligence · public preview
Top 25 tax planning companies 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 7,608 matching company records for tax planning companies based in the United States, with 99,902 tracked contacts and 22,070 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 companies 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 |  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. | |||||
| 2 |  The Accounting LABtheaccountinglab.coHQ: Knoxville, TN, United StatesReported employees: 51-200 | Knoxville, TN, United States | 51-200 | Exact match | 48 contacts → |
“At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Strategic TAX Planningstrategictaxplanning.netHQ: Annapolis, MD, United StatesReported employees: 51-200 | Annapolis, MD, United States | 51-200 | Exact match | 45 contacts → |
“Strategic Tax Planning is a premier tax and financial consulting firm in Annapolis, Maryland, serving as a trusted partner for individuals, businesses, and entrepreneurs.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Pasquesi Sheppard LLCps.cpaHQ: Lake Forest, IL, United StatesReported employees: 11-50 | Lake Forest, IL, United States | 11-50 | Exact match | 41 contacts → |
“Pasquesi Sheppard LLC is a well established public accounting firm, located in downtown Lake Forest.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  TAX LAW Solutionstaxlawsolutions.netHQ: San Juan, United StatesReported employees: 51-200 | San Juan, United States | 51-200 | Exact match | 39 contacts → |
“We are a team of specialized tax attorneys and highly experienced business executives who work with business owners to minimize their tax liability.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Arledgearledge.cpaHQ: Oklahoma City, OK, United StatesReported employees: 11-50 | Oklahoma City, OK, United States | 11-50 | Exact match | 37 contacts → |
“Arledge & Associates is one of Oklahoma’s most respected accounting firms.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Modern TAXmodern.taxHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 36 contacts → |
“Taxes redefined by empathy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Coeur D'alene, ID, United StatesReported employees: 11-50 | Coeur D'alene, ID, United States | 11-50 | Exact match | 35 contacts → |
“Magnuson, McHugh, Dougherty is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  RAM Associates, Certified Public Accountantsramassociates.usHQ: Hamilton, NJ, United StatesReported employees: 11-50 | Hamilton, NJ, United States | 11-50 | Exact match | 32 contacts → |
“Ram Associates is a tax and accounting firm that has been helping individual and corporate clients for nearly 30 years.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  DSJ Companiesdsj.usHQ: Westbury, NY, United StatesReported employees: 11-50 | Westbury, NY, United States | 11-50 | Exact match | 30 contacts → |
“Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  London Witte LLPlw.cpaHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 30 contacts → |
“London Witte is a leading certified public accounting and consulting firm dedicated to helping clients maximize their full potential.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Freidel & Associates, LLCfreidel.cpaHQ: Rapid City, SD, United StatesReported employees: 11-50 | Rapid City, SD, United States | 11-50 | Exact match | 24 contacts → |
“Freidel & Associates, LLC is a company based out of 429 Quincy St, Rapid City, South Dakota, United States.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Thakkar Associatesthakkarassociates.netHQ: Edison, NJ, United StatesReported employees: 51-200 | Edison, NJ, United States | 51-200 | Exact match | 24 contacts → |
“Thakkar & Associates is a full service tax, accounting and business consulting firm located in Edison, NJ.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Martini Partners, Cpasmartini.cpaHQ: Encino, CA, United StatesReported employees: 51-200 | Encino, CA, United States | 51-200 | Exact match | 23 contacts → |
“Accounting and financial consulting can be challenging, but at Martini Partners, LLP, we feel it can be rewarding too.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Hernando, MS, United StatesReported employees: 11-50 | Hernando, MS, United States | 11-50 | Exact match | 22 contacts → |
“Williams, Pitts & Beard CPA's is a full-service accounting firm serving our Hernando-area community with professional, personalized services and guidance in a wide range of…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Your TAX Coachyourtaxcoach.bizHQ: Remote, United StatesReported employees: 1-10 | Remote, United States | 1-10 | Exact match | 22 contacts → |
“Do you want tax ideas?” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Scott Cpasscottcpas.cpaHQ: Roseville, CA, United StatesReported employees: 11-50 | Roseville, CA, United States | 11-50 | Exact match | 21 contacts → |
“Our firm was established by Rick Scott, CPA, in 1979, originally as an individual tax practice.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  JBS Corpjbscorp.netHQ: Methuen, MA, United StatesReported employees: 11-50 | Methuen, MA, United States | 11-50 | Exact match | 21 contacts → |
“JBS is an accounting and tax firm with 20 years of successful business practice that focuses on achieving superior quality and empowering our clients’ financial lives in the…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Rothbard & Company LLCrothbard.cpaHQ: Plantation, FL, United StatesReported employees: 11-50 | Plantation, FL, United States | 11-50 | Exact match | 20 contacts → |
“We are the place to go for assistance with international tax consulting and compliance.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Fhwv, LLPwww.comHQ: Los Alamitos, CA, United StatesReported employees: 51-200 | Los Alamitos, CA, United States | 51-200 | Exact match | 18 contacts → |
“For over 60 years, FHWV, LLP has earned a reputation as one of Orange County's leading boutique accounting firms, offering a broad range of high quality, personalized tax…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Upriseuprise.usHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Uprise is building the future of financial advisory and tax planning for small business owners.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Wetterer & COwetterer.cpaHQ: Louisville, KY, United StatesReported employees: 11-50 | Louisville, KY, United States | 11-50 | Exact match | 16 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Duerr & Cullen, Cpas, P.Aduerr-cullen.cpa HQ: Maitland, FL, United StatesReported employees: 11-50 | Maitland, FL, United States | 11-50 | Exact match | 16 contacts → |
“CPA Firm specializing in taxation, business consulting, compliance, tax planning, IRS representation.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  D'amore Tatman Groupdtgroup.netHQ: Beachwood, OH, United StatesReported employees: 11-50 | Beachwood, OH, United States | 11-50 | Exact match | 16 contacts → |
“About Our Firm Since our firm has been providing quality, personalized financial guidance to local individuals and businesses.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Annapolis, MD, United StatesReported employees: 11-50 | Annapolis, MD, United States | 11-50 | Exact match | 16 contacts → |
“Novotny, Larash, Venters & Wolf is an integrated, full-service tax, financial planning and business advisory firm headquartered in Annapolis, MD.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 7,608 company matches
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Tax planning companies: 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
7,543 records in the displayed employee bands.
65 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 7,608 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 companies by metro
- Tax planning companies in New York172
- Tax planning companies in Houston159
- Tax planning companies in Miami89
- Tax planning companies in Los Angeles78
- Tax planning companies in Dallas75
- Tax planning companies in San Diego75
- Tax planning companies in Atlanta70
- Tax planning companies in Chicago68
- Tax planning companies in Austin57
- Tax planning companies in San Francisco53
- Tax planning companies in Charlotte49
- Tax planning companies in Orlando48
- Tax planning companies in Irvine47
- Tax planning companies in Las Vegas44
- Tax planning companies in Tampa41
- Tax planning companies in Denver38
- Tax planning companies in Seattle37
- Tax planning companies in Portland35
- Tax planning companies in Boca Raton32
- Tax planning companies in Cincinnati32
- Tax planning companies in San Antonio32
- Tax planning companies in Phoenix30
- Tax planning companies in San Jose30
- Tax planning companies in Scottsdale30
- Tax planning companies in Glendale27
- Tax planning companies in Indianapolis26
- Tax planning companies in Plano26
- Tax planning companies in Wilmington25
Questions about this company list
What does Exact match mean for tax planning companies?
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 companies did RevenueBase find based in the United States?
The saved snapshot records 7,608 matching company records, 99,902 tracked contacts and 22,070 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 companies by geography
- Tax planning companies based in Belo Horizonte, Brazil
- Tax planning companies based in Curitiba, Brazil
- Tax planning companies based in Porto Alegre, Brazil
- Tax planning companies based in Rio De Janeiro, Brazil
- Tax planning companies based in Sao Paulo, Brazil
- Tax planning companies based in Calgary, Canada
- Tax planning companies based in Mississauga, Canada
- Tax planning companies based in Toronto, Canada
- Tax planning companies based in Berlin, Germany
- Tax planning companies based in Bremen, Germany
- Tax planning companies based in Dresden, Germany
- Tax planning companies based in Hamburg, Germany
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 tax planning companies based in the United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/tax-planning-companies/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 companies based in Belo Horizonte, Brazil
- Tax planning companies based in Curitiba, Brazil
- Tax planning companies based in Porto Alegre, Brazil
- Tax planning companies based in Rio De Janeiro, Brazil
- Tax planning companies based in Sao Paulo, Brazil
- Tax planning companies based in Calgary, Canada
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Top 25 tax planning companies based in the United States
RevenueBase records 7,608 matching company records for tax planning companies based in the United States, with 99,902 tracked contacts and 22,070 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 companies 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 | 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. | |||||
| 2 | The Accounting LABtheaccountinglab.co HQ: Knoxville, TN, United StatesReported employees: 51-200 | Knoxville, TN, United States | 51-200 | Exact match | 48 contacts → |
“At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Strategic TAX Planningstrategictaxplanning.net HQ: Annapolis, MD, United StatesReported employees: 51-200 | Annapolis, MD, United States | 51-200 | Exact match | 45 contacts → |
“Strategic Tax Planning is a premier tax and financial consulting firm in Annapolis, Maryland, serving as a trusted partner for individuals, businesses, and entrepreneurs.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Pasquesi Sheppard LLCps.cpa HQ: Lake Forest, IL, United StatesReported employees: 11-50 | Lake Forest, IL, United States | 11-50 | Exact match | 41 contacts → |
“Pasquesi Sheppard LLC is a well established public accounting firm, located in downtown Lake Forest.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | TAX LAW Solutionstaxlawsolutions.net HQ: San Juan, United StatesReported employees: 51-200 | San Juan, United States | 51-200 | Exact match | 39 contacts → |
“We are a team of specialized tax attorneys and highly experienced business executives who work with business owners to minimize their tax liability.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Arledgearledge.cpa HQ: Oklahoma City, OK, United StatesReported employees: 11-50 | Oklahoma City, OK, United States | 11-50 | Exact match | 37 contacts → |
“Arledge & Associates is one of Oklahoma’s most respected accounting firms.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Modern TAXmodern.tax HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 36 contacts → |
“Taxes redefined by empathy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Coeur D'alene, ID, United StatesReported employees: 11-50 | Coeur D'alene, ID, United States | 11-50 | Exact match | 35 contacts → |
“Magnuson, McHugh, Dougherty is North Idaho’s largest tax, accounting and financial firm, making life and business better with exceptional individuals, a range of services, and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | RAM Associates, Certified Public Accountantsramassociates.us HQ: Hamilton, NJ, United StatesReported employees: 11-50 | Hamilton, NJ, United States | 11-50 | Exact match | 32 contacts → |
“Ram Associates is a tax and accounting firm that has been helping individual and corporate clients for nearly 30 years.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | DSJ Companiesdsj.us HQ: Westbury, NY, United StatesReported employees: 11-50 | Westbury, NY, United States | 11-50 | Exact match | 30 contacts → |
“Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | London Witte LLPlw.cpa HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 30 contacts → |
“London Witte is a leading certified public accounting and consulting firm dedicated to helping clients maximize their full potential.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Freidel & Associates, LLCfreidel.cpa HQ: Rapid City, SD, United StatesReported employees: 11-50 | Rapid City, SD, United States | 11-50 | Exact match | 24 contacts → |
“Freidel & Associates, LLC is a company based out of 429 Quincy St, Rapid City, South Dakota, United States.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Thakkar Associatesthakkarassociates.net HQ: Edison, NJ, United StatesReported employees: 51-200 | Edison, NJ, United States | 51-200 | Exact match | 24 contacts → |
“Thakkar & Associates is a full service tax, accounting and business consulting firm located in Edison, NJ.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Martini Partners, Cpasmartini.cpa HQ: Encino, CA, United StatesReported employees: 51-200 | Encino, CA, United States | 51-200 | Exact match | 23 contacts → |
“Accounting and financial consulting can be challenging, but at Martini Partners, LLP, we feel it can be rewarding too.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Hernando, MS, United StatesReported employees: 11-50 | Hernando, MS, United States | 11-50 | Exact match | 22 contacts → |
“Williams, Pitts & Beard CPA's is a full-service accounting firm serving our Hernando-area community with professional, personalized services and guidance in a wide range of…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Your TAX Coachyourtaxcoach.biz HQ: Remote, United StatesReported employees: 1-10 | Remote, United States | 1-10 | Exact match | 22 contacts → |
“Do you want tax ideas?” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Scott Cpasscottcpas.cpa HQ: Roseville, CA, United StatesReported employees: 11-50 | Roseville, CA, United States | 11-50 | Exact match | 21 contacts → |
“Our firm was established by Rick Scott, CPA, in 1979, originally as an individual tax practice.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | JBS Corpjbscorp.net HQ: Methuen, MA, United StatesReported employees: 11-50 | Methuen, MA, United States | 11-50 | Exact match | 21 contacts → |
“JBS is an accounting and tax firm with 20 years of successful business practice that focuses on achieving superior quality and empowering our clients’ financial lives in the…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Rothbard & Company LLCrothbard.cpa HQ: Plantation, FL, United StatesReported employees: 11-50 | Plantation, FL, United States | 11-50 | Exact match | 20 contacts → |
“We are the place to go for assistance with international tax consulting and compliance.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Fhwv, LLPwww.com HQ: Los Alamitos, CA, United StatesReported employees: 51-200 | Los Alamitos, CA, United States | 51-200 | Exact match | 18 contacts → |
“For over 60 years, FHWV, LLP has earned a reputation as one of Orange County's leading boutique accounting firms, offering a broad range of high quality, personalized tax…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Upriseuprise.us HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Uprise is building the future of financial advisory and tax planning for small business owners.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wetterer & COwetterer.cpa HQ: Louisville, KY, United StatesReported employees: 11-50 | Louisville, KY, United States | 11-50 | Exact match | 16 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Duerr & Cullen, Cpas, P.Aduerr-cullen.cpa HQ: Maitland, FL, United StatesReported employees: 11-50 | Maitland, FL, United States | 11-50 | Exact match | 16 contacts → |
“CPA Firm specializing in taxation, business consulting, compliance, tax planning, IRS representation.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | D'amore Tatman Groupdtgroup.net HQ: Beachwood, OH, United StatesReported employees: 11-50 | Beachwood, OH, United States | 11-50 | Exact match | 16 contacts → |
“About Our Firm Since our firm has been providing quality, personalized financial guidance to local individuals and businesses.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Annapolis, MD, United StatesReported employees: 11-50 | Annapolis, MD, United States | 11-50 | Exact match | 16 contacts → |
“Novotny, Larash, Venters & Wolf is an integrated, full-service tax, financial planning and business advisory firm headquartered in Annapolis, MD.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 7,608 company matches
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Tax planning companies: 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
7,543 records in the displayed employee bands.
65 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 7,608 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 companies by metro
- Tax planning companies in New York172
- Tax planning companies in Houston159
- Tax planning companies in Miami89
- Tax planning companies in Los Angeles78
- Tax planning companies in Dallas75
- Tax planning companies in San Diego75
- Tax planning companies in Atlanta70
- Tax planning companies in Chicago68
- Tax planning companies in Austin57
- Tax planning companies in San Francisco53
- Tax planning companies in Charlotte49
- Tax planning companies in Orlando48
- Tax planning companies in Irvine47
- Tax planning companies in Las Vegas44
- Tax planning companies in Tampa41
- Tax planning companies in Denver38
- Tax planning companies in Seattle37
- Tax planning companies in Portland35
- Tax planning companies in Boca Raton32
- Tax planning companies in Cincinnati32
- Tax planning companies in San Antonio32
- Tax planning companies in Phoenix30
- Tax planning companies in San Jose30
- Tax planning companies in Scottsdale30
- Tax planning companies in Glendale27
- Tax planning companies in Indianapolis26
- Tax planning companies in Plano26
- Tax planning companies in Wilmington25
Questions about this company list
What does Exact match mean for tax planning companies?
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 companies did RevenueBase find based in the United States?
The saved snapshot records 7,608 matching company records, 99,902 tracked contacts and 22,070 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.
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Cite this list
RevenueBase Data Team. Top 25 tax planning companies based in the United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/tax-planning-companies/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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