Company lists · Data refreshed September 2026

Top 25 Tax planning consulting firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 9,752 companies tracked

RevenueBase identified 9,752 company matches for tax planning consulting firms associated with the United States as of September 2026 and tracks 112,681 professional contacts across them, including 27,566 with verified work emails. New York is the largest hub.

This list covers company matches for tax planning consulting firms 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 29, 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 29, 2026 How this list was built

9,752Companies

112,681Contacts tracked

27,566Verified emails

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The 25 largest tax planning consulting firms based in the United States

Ranked by team size

Top 25 of 9,752 company matches for tax planning consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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 29, 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 29, 2026 · View company records in RevenueBase
2	Acru Solutions	Exact match	Denver, CO, United StatesHQ recorded Sep 29, 2026	11-50	50 contacts →
	Exact match “Accounting delivered: accurately, stress-free, with excellence.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	The Accounting LAB	Exact match	Knoxville, TN, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
4	Strategic TAX Planning	Exact match	Annapolis, MD, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
5	Pasquesi Sheppard LLC	Exact match	Lake Forest, IL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
6	TAX LAW Solutions	Exact match	San Juan, United StatesHQ recorded Sep 29, 2026	51-200	39 contacts →
	Exact match “We are a team of specialized tax attorneys and highly experienced business executives who work with business owners to minimize their tax liability.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Arledge	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	37 contacts →
	Exact match “Arledge & Associates is one of Oklahoma’s most respected accounting firms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Modern TAX	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	11-50	36 contacts →
	Exact match “Taxes redefined by empathy.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Magnuson, Mchugh, Dougherty, Cpas	Exact match	Coeur D'alene, ID, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
10	RAM Associates, Certified Public Accountants	Exact match	Hamilton, NJ, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
11	DSJ Companies	Exact match	Westbury, NY, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
12	London Witte LLP	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	30 contacts →
	Exact match “London Witte is a leading certified public accounting and consulting firm dedicated to helping clients maximize their full potential.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	C M	Exact match	San Francisco, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
14	Harperwhitfield P.C	Exact match	Farmington, CT, United StatesHQ recorded Sep 29, 2026	11-50	28 contacts →
	Exact match “Founded in 1979, HarperWhitfield P.C.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	CGP Group	Exact match	Wichita, KS, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
16	Freidel & Associates, LLC	Exact match	Rapid City, SD, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
17	Thakkar Associates	Exact match	Edison, NJ, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
18	Martini Partners, Cpas	Exact match	Encino, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
19	Williams, Pitts & Beard, Pllc	Exact match	Hernando, MS, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
20	Your TAX Coach	Exact match	Remote, United StatesHQ recorded Sep 29, 2026	1-10	22 contacts →
	Exact match “Do you want tax ideas?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Mccabe Heidrich & Wong, P.C	Exact match	Parsippany, NJ, United StatesHQ recorded Sep 29, 2026	11-50	21 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Scott Cpas	Exact match	Roseville, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
23	JBS Corp	Exact match	Methuen, MA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
24	Rothbard & Company LLC	Exact match	Plantation, FL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
25	Ouellette & Associates, P.A	Exact match	Lewiston, ME, United StatesHQ recorded Sep 29, 2026	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 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 consulting firms”. 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 9,752 tax planning consulting firms based in the United States

See the full list, filter by size, metro and specialty, and access 27,566 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Tax planning consulting firms based in the United States at a glance

As of Sep 29, 2026

24.5%Verified-email coverage

11.6Average contacts per company

1-10Median size (employees)

2.5%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

7,248

11-50

2,083

51-200

294

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 9,752 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 consulting firms” 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 27,566 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 29, 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 consulting firms 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 9,752 company matches for tax planning consulting firms 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 consulting firms?

New York leads with 241 company records, followed by Houston (193) and Miami (118).

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 27,566 professional contacts with verified work emails tracked across these 9,752 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 29, 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.