Company lists · Data refreshed September 2026

Top 21 Tax planning consultants based in New York, United States

RevenueBase identified 200 tax planning consultants headquartered in New York, United States as of September 2026 and tracks 3,992 professional contacts across them, including 782 with verified work emails. New York is the largest hub.

This list covers tax planning consultants headquartered in New York, 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
200Companies
3,992Contacts tracked
782Verified emails
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The 21 largest tax planning consultants based in New York, United States

Ranked by team size
Top 21 of 200 tax planning consultants based in New York, 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 evidenceNew York, NY, United StatesHQ checked Sep 22, 2026501-1,000602 contacts →

Partial evidence

“Effective July 1, 2026, Anchin combined with Baker Tilly, a leading advisory, tax, and assurance firm with a national and global presence across major U.S.”

Source: RevenueBase Database · checked Sep 22, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 202651-200114 contacts →

Partial evidence

“Advisory & Tax Services With 14 Offices in the USA, located in Atlanta, Boston, Chicago, Dallas, Fort Lauderdale, Houston, Los Angeles, Miami, New York, Orlando, Palo Alto, San…”

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceNew York, NY, United StatesHQ checked Sep 22, 202651-20090 contacts →

Indirect evidence

“Perelson Weiner LLP is a leading advisory and full-service accounting firm where longstanding client relationships and technical expertise come together to positively impact our…”

Source: RevenueBase Database · checked Sep 22, 2026
4Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 202651-20068 contacts →

Partial evidence

“DVS Advisors is a tax-centric, diversified professional services organization with presence in 4 countries and partners in over 100 countries through our affiliations.”

Source: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceNew York, NY, United StatesHQ checked Sep 22, 202611-5059 contacts →

Indirect evidence

“Our mission is to become your trusted business advisors, assisting you in every way necessary to help you achieve your financial goals.”

Source: RevenueBase Database · checked Sep 22, 2026
6Strong evidenceNew York, NY, United StatesHQ checked Sep 22, 202611-5039 contacts →

Strong evidence

“Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.”

Source: RevenueBase Database · checked Sep 22, 2026
7Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 202611-5025 contacts →

Partial evidence

“Integrus is a professional services firm offering tax compliance advisory, and accounting.”

Source: RevenueBase Database · checked Sep 22, 2026
8Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 202611-5022 contacts →

Partial evidence

“With offices in New York City, Philadelphia and Stamford, Evolved is a fast-growing tax compliance and business advisory firm that serves startups, small businesses, private…”

Source: RevenueBase Database · checked Sep 22, 2026
9Indirect evidenceNew York, NY, United StatesHQ checked Sep 22, 202611-5015 contacts →

Indirect evidence

“We are a full service accounting firm serving clients throughout the United States.”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceNew York, NY, United StatesHQ checked Sep 22, 202611-5013 contacts →

Indirect evidence

“Since 1970, we have worked with thousands of individuals and small businesses.”

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceNew York, United StatesHQ checked Sep 22, 202611-5012 contacts →

Indirect evidence

“We enjoy the challenge of helping our clients run their businesses successfully.”

Source: RevenueBase Database · checked Sep 22, 2026
12Indirect evidenceNew York, NY, United StatesHQ checked Sep 22, 20261-1012 contacts →

Indirect evidence

“For over 40 years, C.”

Source: RevenueBase Database · checked Sep 22, 2026
13Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 202611-5010 contacts →

Partial evidence

“Rosenberg Chesnov, provides a collaborative and proactive approach to accounting, income tax, business, financial and advisory services for small to mid-size companies and…”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 22, 202611-5010 contacts →

Indirect evidence

“Goldburd and Co.”

Source: RevenueBase Database · checked Sep 22, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 22, 202611-509 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceNew York, NY, United StatesHQ checked Sep 22, 202611-509 contacts →

Indirect evidence

“Smart ideas for brilliant clients.”

Source: RevenueBase Database · checked Sep 22, 2026
17Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 20261-109 contacts →

Partial evidence

“ONE is dedicated to serving the accounting and tax needs of small to mid-sized businesses and individuals.”

Source: RevenueBase Database · checked Sep 22, 2026
18Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 20261-109 contacts →

Partial evidence

“With more than 20 years of experience KPM Business offers accounting, business consulting, tax services and more, all with the goal of providing you and your company with a better…”

Source: RevenueBase Database · checked Sep 22, 2026
19Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 202611-508 contacts →

Partial evidence

“Boutique public accounting firm providing Tax, Financial and Advisory Services for Businesses, Individuals and Nonprofits.”

Source: RevenueBase Database · checked Sep 22, 2026
20Partial evidenceNew York, NY, United StatesHQ checked Sep 22, 20261-107 contacts →

Partial evidence

“Medows CPA provides tax, accounting and consulting services to high net worth individuals, small business owners, self-employed and freelancers.”

Source: RevenueBase Database · checked Sep 22, 2026
21Strong evidenceNew York, NY, United StatesHQ checked Sep 22, 20261-106 contacts →

Strong evidence

“CWS CPA LLP provides sophisticated tax planning and strategies for individuals, families, businesses and trusts and estates.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 21 of 200 tax planning consultants based in New York, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 782 reachable decision-makers.

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Tax planning consultants based in New York, United States at a glance

As of Sep 22, 2026
19.6%Verified-email coverage
20.0Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
144
11-50
42
51-200
11
201-500
1
501-1,000
1

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 200 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 New York, 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 New York 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, 782 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 in the United States

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 New York, United States?

RevenueBase identified 200 tax planning consultants headquartered in New York, 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?

Anchin, headquartered in New York, 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 782 verified decision-maker contacts tracked across these 200 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.