Company lists · Data refreshed September 2026

Top 25 Tax planning consultants based in the United States

RevenueBase identified 8,779 tax planning consultants headquartered in the United States as of September 2026 and tracks 110,262 professional contacts across them, including 27,777 with verified work emails. New York is the largest hub.

This list covers tax planning consultants 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
8,779Companies
110,262Contacts tracked
27,777Verified emails
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The 25 largest tax planning consultants based in the United States

Ranked by team size
Top 25 of 8,779 tax planning consultants 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 consultants: 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
1Partial evidenceBaraboo, WI, United StatesHQ checked Sep 22, 202651-200201 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
2Strong evidenceDallas, TX, United StatesHQ checked Sep 22, 202611-5074 contacts →

Strong evidence

“SST Accountants & Consultants provides tax, audit, accounting, and business advisory services to privately-held businesses and individuals.”

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceNorwalk, OH, United StatesHQ checked Sep 22, 202611-5053 contacts →

Indirect evidence

“Payne, Nickles & Company is full service accounting and business advisory firm.”

Source: RevenueBase Database · checked Sep 22, 2026
4Indirect evidenceDenver, CO, United StatesHQ checked Sep 22, 202611-5050 contacts →

Indirect evidence

“Accounting delivered: accurately, stress-free, with excellence.”

Source: RevenueBase Database · checked Sep 22, 2026
5Partial evidenceKnoxville, TN, United StatesHQ checked Sep 22, 202651-20048 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
6Strong evidenceAnnapolis, MD, United StatesHQ checked Sep 22, 202651-20045 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
7Indirect evidenceLake Forest, IL, United StatesHQ checked Sep 22, 202611-5041 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
8Partial evidenceDallas, TX, United StatesHQ checked Sep 22, 202611-5036 contacts →

Partial evidence

Taxes redefined by empathy.”

Source: RevenueBase Database · checked Sep 22, 2026
9Partial evidenceCoeur D'alene, ID, United StatesHQ checked Sep 22, 202611-5035 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
10Partial evidenceHamilton, NJ, United StatesHQ checked Sep 22, 202611-5032 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
11Indirect evidenceWestbury, NY, United StatesHQ checked Sep 22, 202611-5030 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
12Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202651-20029 contacts →

Partial evidence

“For more than 94 years, C+M has provided exceptional accounting and tax advisory services to high-net-worth individuals, families, businesses, trusts, estates, and foundations…”

Source: RevenueBase Database · checked Sep 22, 2026
13Indirect evidenceWichita, KS, United StatesHQ checked Sep 22, 202611-5025 contacts →

Indirect evidence

“For over 20 years, CGP Group has proudly served Wichita and Kansas.”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceWoodland Hills, CA, United StatesHQ checked Sep 22, 202611-5025 contacts →

Indirect evidence

“MILLER AND CO.”

Source: RevenueBase Database · checked Sep 22, 2026
15Indirect evidenceRapid City, SD, United StatesHQ checked Sep 22, 202611-5024 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
16Partial evidenceEdison, NJ, United StatesHQ checked Sep 22, 202651-20024 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
17Strong evidenceTopeka, KS, United StatesHQ checked Sep 22, 202611-5023 contacts →

Strong evidence

“Our unique approach to planning provides our clients with income and tax savings solutions for retirement.”

Source: RevenueBase Database · checked Sep 22, 2026
18Indirect evidenceEncino, CA, United StatesHQ checked Sep 22, 202651-20023 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
19Indirect evidenceHernando, MS, United StatesHQ checked Sep 22, 202611-5022 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
20Partial evidenceRemote, United StatesHQ checked Sep 22, 20261-1022 contacts →

Partial evidence

“Do you want tax ideas?”

Source: RevenueBase Database · checked Sep 22, 2026
21Partial evidenceRoseville, CA, United StatesHQ checked Sep 22, 202611-5021 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
22Indirect evidenceFort Lauderdale, FL, United StatesHQ checked Sep 22, 202611-5021 contacts →

Indirect evidence

“At RVG, we believe the right advisor changes everything.”

Source: RevenueBase Database · checked Sep 22, 2026
23Partial evidenceMethuen, MA, United StatesHQ checked Sep 22, 202611-5021 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
24Partial evidencePlantation, FL, United StatesHQ checked Sep 22, 202611-5020 contacts →

Partial evidence

“We are the place to go for assistance with international tax consulting and compliance.”

Source: RevenueBase Database · checked Sep 22, 2026
25Indirect evidenceMilwaukie, OR, United StatesHQ checked Sep 22, 202611-5018 contacts →

Indirect evidence

“TD Consulting Group, PC was established in 1995 with the vision of partnering with local business owners, entrepreneurs and high net-worth individuals to provide them with the…”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 8,779 tax planning consultants based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 27,777 reachable decision-makers.

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Tax planning consultants based in the United States at a glance

As of Sep 22, 2026
25.2%Verified-email coverage
12.6Average contacts per company
1-10Median size (employees)
2.3%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
6,565
11-50
1,842
51-200
266
201-500
25
501-1,000
11
1,001-5,000
6
10001+
1

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 8,779 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 consultants, 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 consultants”. 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 consultants), 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 consultants, 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, 27,777 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 consultants by metro

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 consultants, 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 consultants are there based in the United States?

RevenueBase identified 8,779 tax planning consultants 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 consultants?

New York leads with 200 headquartered companies, followed by Houston (167) and Miami (96).

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 27,777 verified decision-maker contacts tracked across these 8,779 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.