Company lists · Data refreshed September 2026
Top 25 Tax planning companies based in Atlanta, United States
RevenueBase identified 70 tax planning companies headquartered in Atlanta, United States as of September 2026 and tracks 571 professional contacts across them, including 152 with verified work emails. New York is the largest hub.
This list covers tax planning companies headquartered in Atlanta, 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.
The 25 largest tax planning companies based in Atlanta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 229 contacts → | ||||
Partial evidence “Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 69 contacts → | ||||
Indirect evidence “Answers You Need.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 37 contacts → | ||||
Indirect evidence “Marshall Jones is a CPA firm located in the Buckhead and Alpharetta area of Atlanta, GA.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 33 contacts → | ||||
Partial evidence “Steele Consulting LLC is a national tax consulting firm providing Fortune companies with credentialed, experienced consultants having a high degree of technical tax proficiency.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 19 contacts → | ||||
Indirect evidence “Protecting your personal assets has never been more important.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Partial evidence “In this current economic climate, states are ramping up efforts to generate additional tax revenue, whether by offering tax amnesty programs, via legislative initiatives, or more…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Partial evidence “Schwartz International is an international tax and business consulting firm that serves companies and individuals.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Partial evidence “Verner & Associates, LLC is tax and accounting strategy firm located in Atlanta, GA.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “TCPA & ASSOCIATES, PC provides a broad range of services to help our clients efficiently operate their businesses and plan for their financial futures.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Partial evidence “Welcome to Tax Sherpa – your trusted compass in the intricate world of taxes!” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Partial evidence “Aspire CPA Group is a unique, professional team of CPA’s and financial advisors that specialize in tax preparation and tax strategy.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Partial evidence “Distinct Tax Consulting Group is not your average tax consulting firm.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “Loblolly Solutions was created with the focus being on adding value to every client relationship.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Partial evidence “Tax Technical Advisors with Entrepreneurial Passion, Dedication & Expertise Clients choose Advanta Tax Advisors because they know they will receive sound tax advice from an…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Partial evidence “We are expert tax advisors committed to helping women business owners and entrepreneurs reduce their tax liability so they can commit more resources to making a positive impact on…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Indirect evidence “Abacus CPA LLC was created with the business owner and individual in mind.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Partial evidence “King of Kings Business and Tax Advisory Empowering Businesses, Law Firms, and Individuals to Achieve Financial Clarity and Growth At King of Kings Business and Tax Advisory, we…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Partial evidence “ABOUT THE ULTIMATE TAX EXPERIENCE Taxes With a Twist The Ultimate Tax Experience, LLC is a full service tax and accounting firm located in Atlanta, GA.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Strong evidence “Otemanu Group offers strategic tax planning for high net worth individuals and companies around the U.S.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Partial evidence “THE GARTZMAN LAW FIRM, P.C- Atlanta Tax Attorney, IRS/State Tax Problems, Tax Returns Jeffrey S.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Partial evidence “30+ Years of Proactive Tax Strategy & Financial Guidance For over 30+ years, Abundant Returns Tax Services has helped business owners and individuals solve complex financial…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “Tax and Accounting Firm serving individuals, small businesses, and non-profits for all tax and accounting needs located in Atlanta, Georgia.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “At eCartera International your business’ success is the most important thing for us, whether you are starting your business or are a long-time business owner.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “NovaCrest LLC was built on providing high-quality accounting and tax services to small businesses and individuals.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
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 70 tax planning companies based in Atlanta, United States
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Tax planning companies based in Atlanta, United States at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 70 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 Atlanta, 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 Atlanta 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, 152 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 in the United States
- 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 Atlanta, United States?
RevenueBase identified 70 tax planning companies headquartered in Atlanta, 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?
Small Business Services, headquartered in Atlanta, 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 152 verified decision-maker contacts tracked across these 70 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.
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