Company lists · Data refreshed September 2026

Top 25 Tax planning consultants based in the United States

Name: Tax planning consultants 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 8,779 companies tracked

RevenueBase identified 8,779 company matches for tax planning consultants associated with 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 company matches for tax planning consultants 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built

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 company matches for tax planning consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	MBE Cpas	Exact match	Baraboo, WI, United StatesHQ recorded Sep 22, 2026	51-200	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	SST Accountants & Consultants	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	11-50	74 contacts →
	Exact match “SST Accountants & Consultants provides tax, audit, accounting, and business advisory services to privately-held businesses and individuals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Payne, Nickles & Company	Exact match	Norwalk, OH, United StatesHQ recorded Sep 22, 2026	11-50	53 contacts →
	Exact match “Payne, Nickles & Company is full service accounting and business advisory firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Acru Solutions	Exact match	Denver, CO, United StatesHQ recorded Sep 22, 2026	11-50	50 contacts →
	Exact match “Accounting delivered: accurately, stress-free, with excellence.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	The Accounting LAB	Exact match	Knoxville, TN, United StatesHQ recorded Sep 22, 2026	51-200	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
6	Strategic TAX Planning	Exact match	Annapolis, MD, United StatesHQ recorded Sep 22, 2026	51-200	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
7	Pasquesi Sheppard LLC	Exact match	Lake Forest, IL, United StatesHQ recorded Sep 22, 2026	11-50	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
8	Modern TAX	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	11-50	36 contacts →
	Exact match “Taxes redefined by empathy.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Magnuson, Mchugh, Dougherty, Cpas	Exact match	Coeur D'alene, ID, United StatesHQ recorded Sep 22, 2026	11-50	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
10	RAM Associates, Certified Public Accountants	Exact match	Hamilton, NJ, United StatesHQ recorded Sep 22, 2026	11-50	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
11	DSJ Companies	Exact match	Westbury, NY, United StatesHQ recorded Sep 22, 2026	11-50	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
12	C M	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	51-200	29 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	CGP Group	Exact match	Wichita, KS, United StatesHQ recorded Sep 22, 2026	11-50	25 contacts →
	Exact match “For over 20 years, CGP Group has proudly served Wichita and Kansas.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Miller And Co. LLP	Exact match	Woodland Hills, CA, United StatesHQ recorded Sep 22, 2026	11-50	25 contacts →
	Exact match “MILLER AND CO.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Freidel & Associates, LLC	Exact match	Rapid City, SD, United StatesHQ recorded Sep 22, 2026	11-50	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
16	Thakkar Associates	Exact match	Edison, NJ, United StatesHQ recorded Sep 22, 2026	51-200	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
17	Jones Advisory Group, LLC	Exact match	Topeka, KS, United StatesHQ recorded Sep 22, 2026	11-50	23 contacts →
	Exact match “Our unique approach to planning provides our clients with income and tax savings solutions for retirement.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Martini Partners, Cpas	Exact match	Encino, CA, United StatesHQ recorded Sep 22, 2026	51-200	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
19	Williams, Pitts & Beard, Pllc	Exact match	Hernando, MS, United StatesHQ recorded Sep 22, 2026	11-50	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
20	Your TAX Coach	Exact match	Remote, United StatesHQ recorded Sep 22, 2026	1-10	22 contacts →
	Exact match “Do you want tax ideas?” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Scott Cpas	Exact match	Roseville, CA, United StatesHQ recorded Sep 22, 2026	11-50	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
22	RVG & Company	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 22, 2026	11-50	21 contacts →
	Exact match “At RVG, we believe the right advisor changes everything.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	JBS Corp	Exact match	Methuen, MA, United StatesHQ recorded Sep 22, 2026	11-50	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
24	Rothbard & Company LLC	Exact match	Plantation, FL, United StatesHQ recorded Sep 22, 2026	11-50	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
25	TD Consulting Group, PC	Exact match	Milwaukie, OR, United StatesHQ recorded Sep 22, 2026	11-50	18 contacts →
	Exact match “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…” 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 consultants”. 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 8,779 tax planning consultants based in the United States

See the full list, filter by size, metro and specialty, and access 27,777 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 8,779 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 consultants” 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 27,777 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 consultants by metro

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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many tax planning consultants are there based in the United States?

RevenueBase identified 8,779 company matches for tax planning consultants 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 consultants?

New York leads with 206 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 27,777 professional contacts with verified work emails tracked across these 8,779 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.

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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 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.