Company lists · Data refreshed September 2026
Top 14 Tax planning consulting firms based in Boston, United States
RevenueBase identified 30 tax planning consulting firms headquartered in Boston, United States as of September 2026 and tracks 271 professional contacts across them, including 133 with verified work emails. Across the United States, New York is the largest hub for this category (241 companies); Boston has 30.
This list covers tax planning consulting firms headquartered in Boston, 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 29, 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 14 largest tax planning consulting firms based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 39 contacts → | ||||
Strong evidence “Credfino helps Accounting/Tax Firms grow and scale through remote staffing and consulting.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 35 contacts → | ||||
Indirect evidence “Much has changed since Helmer Raphael founded Raphael and Raphael more than 60 years ago.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 25 contacts → | ||||
Partial evidence “Anomaly provides customized tax strategy and accounting services to assist digital business owners and real estate investors in achieving growth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 23 contacts → | ||||
Partial evidence “At Seaport Tax, we specialize in navigating the tax complexities that come with a financially complex life.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 23 contacts → | ||||
Indirect evidence “Our firm offers a wide range of services to our individual and business clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 20 contacts → | ||||
Strong evidence “Daigle & Associates LLP specializes in providing tax consulting, tax compliance and business advisory services to affluent families, corporate executives, entrepreneurs, private…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Partial evidence “Since 1993 my group of skilled associates and I have been helping clients make the right financial, tax and business decisions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Partial evidence “Blais Halpert Tax Partners LLP is a transactional tax boutique focused on tax-sensitive structuring and implementation of high-value business transactions, including mergers and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Partial evidence “Complex Consulting is a cutting-edge accounting firm redefining financial services with a comprehensive range of solutions for businesses and individuals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Indirect evidence “At Freedomfolio, we help entrepreneurs keep more of what they earn.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Strong evidence “GAGNONtax is a tax-only consulting firm committed to serving the needs of our clients with our unique combination of technical expertise, integrity and flexibility.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Partial evidence “Independent Consulting.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Strong evidence “Since 1928, our Boston-based practice has provided estate, trust, and tax planning services for individuals and families, as well as general legal services for a variety of…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “Independent firm specializing in providing individual and small businesses tax and accounting services, Just In Time.” Source: RevenueBase Database · checked Sep 29, 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 consulting firms. 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 consulting firms.
- Partial evidence
- Its own public description names part of tax planning consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name tax planning consulting firms. 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 14 of 30 tax planning consulting firms based in Boston, United States
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Tax planning consulting firms based in Boston, United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 30 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 consulting firms, 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 Boston, United States whose own description of what they do matches “tax planning consulting firms”. 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 consulting firms), 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 consulting firms, and records with no verified work email. Companies headquartered outside Boston 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, 133 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 29, 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 consulting firms by metro in the United States
- Tax planning consulting firms in New York241
- Tax planning consulting firms in Houston193
- Tax planning consulting firms in Miami118
- Tax planning consulting firms in Chicago98
- Tax planning consulting firms in Dallas95
- Tax planning consulting firms in Atlanta92
- Tax planning consulting firms in Los Angeles91
- Tax planning consulting firms in San Diego88
- Tax planning consulting firms in Austin77
- Tax planning consulting firms in Orlando68
- Tax planning consulting firms in San Francisco68
- Tax planning consulting firms in Charlotte61
- Tax planning consulting firms in Las Vegas57
- Tax planning consulting firms in Tampa56
- Tax planning consulting firms in Irvine53
- Tax planning consulting firms in San Jose47
- Tax planning consulting firms in Denver46
- Tax planning consulting firms in Portland46
- Tax planning consulting firms in Phoenix45
- Tax planning consulting firms in Seattle45
- Tax planning consulting firms in Cincinnati42
- Tax planning consulting firms in Scottsdale40
- Tax planning consulting firms in Boca Raton39
- Tax planning consulting firms in San Antonio39
- Tax planning consulting firms in Raleigh33
- Tax planning consulting firms in Washington33
- Tax planning consulting firms in Jacksonville32
- Tax planning consulting firms in Plano31
- Tax planning consulting firms in Salt Lake City31
- Tax planning consulting firms in Glendale30
- Tax planning consulting firms in Fayetteville29
- Tax planning consulting firms in Fort Worth29
- Tax planning consulting firms in Indianapolis29
- Tax planning consulting firms in Sacramento29
- Tax planning consulting firms in Nashville28
- Tax planning consulting firms in Philadelphia28
- Tax planning consulting firms in Birmingham26
- Tax planning consulting firms in Knoxville26
- Tax planning consulting firms in Louisville26
- Tax planning consulting firms in Pittsburgh26
- Tax planning consulting firms in Tucson26
- Tax planning consulting firms in Wilmington26
- Tax planning consulting firms in Coral Gables25
- Tax planning consulting firms in Grand Rapids25
- Tax planning consulting firms in Oklahoma City25
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 consulting firms, 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 consulting firms are there based in Boston, United States?
RevenueBase identified 30 tax planning consulting firms headquartered in Boston, 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?
Credfino, headquartered in Boston, tops this list with the largest team on record.
Which city in the United States has the most tax planning consulting firms?
New York leads the United States with 241 headquartered companies, followed by Houston (193) and Miami (118). Boston has 30.
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 133 verified decision-maker contacts tracked across these 30 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 29, 2026.
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Download this list →Related lists
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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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