Company lists · Data refreshed September 2026

Top 25 Tax planning companies based in the United States

Name: Tax planning companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 7,608 companies tracked

RevenueBase identified 7,608 tax planning companies headquartered in 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 tax planning companies headquartered in the 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

7,608Companies

99,902Contacts tracked

22,070Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest tax planning companies based in the United States

Ranked by team size

Top 25 of 7,608 tax planning companies based in the 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 companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	MBE Cpas	Partial evidence	Baraboo, WI, United StatesHQ checked Sep 22, 2026	51-200	201 contacts →
	Partial evidence “We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Source: RevenueBase Database · checked Sep 22, 2026
2	The Accounting LAB	Partial evidence	Knoxville, TN, United StatesHQ checked Sep 22, 2026	51-200	48 contacts →
	Partial evidence “At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Source: RevenueBase Database · checked Sep 22, 2026
3	Strategic TAX Planning	Strong evidence	Annapolis, MD, United StatesHQ checked Sep 22, 2026	51-200	45 contacts →
	Strong evidence “Strategic Tax Planning is a premier tax and financial consulting firm in Annapolis, Maryland, serving as a trusted partner for individuals, businesses, and entrepreneurs.” Source: RevenueBase Database · checked Sep 22, 2026
4	Pasquesi Sheppard LLC	Indirect evidence	Lake Forest, IL, United StatesHQ checked Sep 22, 2026	11-50	41 contacts →
	Indirect evidence “Pasquesi Sheppard LLC is a well established public accounting firm, located in downtown Lake Forest.” Source: RevenueBase Database · checked Sep 22, 2026
5	TAX LAW Solutions	Partial evidence	San Juan, United StatesHQ checked Sep 22, 2026	51-200	39 contacts →
	Partial evidence “We are a team of specialized tax attorneys and highly experienced business executives who work with business owners to minimize their tax liability.” Source: RevenueBase Database · checked Sep 22, 2026
6	Arledge	Indirect evidence	Oklahoma City, OK, United StatesHQ checked Sep 22, 2026	11-50	37 contacts →
	Indirect evidence “Arledge & Associates is one of Oklahoma’s most respected accounting firms.” Source: RevenueBase Database · checked Sep 22, 2026
7	Modern TAX	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	11-50	36 contacts →
	Partial evidence “Taxes redefined by empathy.” Source: RevenueBase Database · checked Sep 22, 2026
8	Magnuson, Mchugh, Dougherty, Cpas	Partial evidence	Coeur D'alene, ID, United StatesHQ checked Sep 22, 2026	11-50	35 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
9	RAM Associates, Certified Public Accountants	Partial evidence	Hamilton, NJ, United StatesHQ checked Sep 22, 2026	11-50	32 contacts →
	Partial evidence “Ram Associates is a tax and accounting firm that has been helping individual and corporate clients for nearly 30 years.” Source: RevenueBase Database · checked Sep 22, 2026
10	DSJ Companies	Indirect evidence	Westbury, NY, United StatesHQ checked Sep 22, 2026	11-50	30 contacts →
	Indirect evidence “Established in 1972, DSJ is a full-service accounting and financial advisory firm with offices in New York City and Westbury, New York.” Source: RevenueBase Database · checked Sep 22, 2026
11	London Witte LLP	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 22, 2026	11-50	30 contacts →
	Indirect evidence “London Witte is a leading certified public accounting and consulting firm dedicated to helping clients maximize their full potential.” Source: RevenueBase Database · checked Sep 22, 2026
12	Freidel & Associates, LLC	Indirect evidence	Rapid City, SD, United StatesHQ checked Sep 22, 2026	11-50	24 contacts →
	Indirect evidence “Freidel & Associates, LLC is a company based out of 429 Quincy St, Rapid City, South Dakota, United States.” Source: RevenueBase Database · checked Sep 22, 2026
13	Thakkar Associates	Partial evidence	Edison, NJ, United StatesHQ checked Sep 22, 2026	51-200	24 contacts →
	Partial evidence “Thakkar & Associates is a full service tax, accounting and business consulting firm located in Edison, NJ.” Source: RevenueBase Database · checked Sep 22, 2026
14	Martini Partners, Cpas	Indirect evidence	Encino, CA, United StatesHQ checked Sep 22, 2026	51-200	23 contacts →
	Indirect evidence “Accounting and financial consulting can be challenging, but at Martini Partners, LLP, we feel it can be rewarding too.” Source: RevenueBase Database · checked Sep 22, 2026
15	Williams, Pitts & Beard, Pllc	Indirect evidence	Hernando, MS, United StatesHQ checked Sep 22, 2026	11-50	22 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
16	Your TAX Coach	Partial evidence	Remote, United StatesHQ checked Sep 22, 2026	1-10	22 contacts →
	Partial evidence “Do you want tax ideas?” Source: RevenueBase Database · checked Sep 22, 2026
17	Scott Cpas	Partial evidence	Roseville, CA, United StatesHQ checked Sep 22, 2026	11-50	21 contacts →
	Partial evidence “Our firm was established by Rick Scott, CPA, in 1979, originally as an individual tax practice.” Source: RevenueBase Database · checked Sep 22, 2026
18	JBS Corp	Partial evidence	Methuen, MA, United StatesHQ checked Sep 22, 2026	11-50	21 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
19	Rothbard & Company LLC	Partial evidence	Plantation, FL, United StatesHQ checked Sep 22, 2026	11-50	20 contacts →
	Partial evidence “We are the place to go for assistance with international tax consulting and compliance.” Source: RevenueBase Database · checked Sep 22, 2026
20	Fhwv, LLP	Partial evidence	Los Alamitos, CA, United StatesHQ checked Sep 22, 2026	51-200	18 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
21	Uprise	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	11-50	18 contacts →
	Strong evidence “Uprise is building the future of financial advisory and tax planning for small business owners.” Source: RevenueBase Database · checked Sep 22, 2026
22	Wetterer & CO	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 22, 2026	11-50	16 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
23	Duerr & Cullen, Cpas, P.A	Strong evidence	Maitland, FL, United StatesHQ checked Sep 22, 2026	11-50	16 contacts →
	Strong evidence “CPA Firm specializing in taxation, business consulting, compliance, tax planning, IRS representation.” Source: RevenueBase Database · checked Sep 22, 2026
24	D'amore Tatman Group	Indirect evidence	Beachwood, OH, United StatesHQ checked Sep 22, 2026	11-50	16 contacts →
	Indirect evidence “About Our Firm Since our firm has been providing quality, personalized financial guidance to local individuals and businesses.” Source: RevenueBase Database · checked Sep 22, 2026
25	Novotny, Larash, Venters & Wolf LLC	Strong evidence	Annapolis, MD, United StatesHQ checked Sep 22, 2026	11-50	16 contacts →
	Strong evidence “Novotny, Larash, Venters & Wolf is an integrated, full-service tax, financial planning and business advisory firm headquartered in Annapolis, MD.” Source: RevenueBase Database · checked Sep 22, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: tax planning companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names tax planning companies.
Partial evidence: Its own public description names part of tax planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name tax planning companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 7,608 tax planning companies based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 22,070 reachable decision-makers.

Free signup · no credit card

View the full list →

Tax planning companies based in the United States at a glance

As of Sep 22, 2026

22.1%Verified-email coverage

13.1Average contacts per company

1-10Median size (employees)

2.2%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

5,722

11-50

1,560

51-200

227

201-500

501-1,000

1,001-5,000

10001+

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

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 companies, 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 the United States whose own description of what they do matches “tax planning companies”. 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 companies), 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 companies, and records with no verified work email. Companies headquartered outside United States 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, 22,070 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.

Tax planning companies by metro

Tax planning companies in New York165
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 Columbus27
Tax planning companies in Glendale27
Tax planning companies in Indianapolis26
Tax planning companies in Plano26
Tax planning companies in Salt Lake City26
Tax planning companies in Wilmington25

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 companies, 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 companies are there based in the United States?

RevenueBase identified 7,608 tax planning companies headquartered in the 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?

MBE Cpas, headquartered in Baraboo, tops this list with the largest team on record.

Which city has the most tax planning companies?

New York leads with 165 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 22,070 verified decision-maker contacts tracked across these 7,608 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.

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

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 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.