Company lists · Data refreshed September 2026

Top 25 Tax planning services based in the United States

Name: Tax planning services 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 10,535 companies tracked

RevenueBase identified 10,535 tax planning services headquartered in the United States as of September 2026 and tracks 117,238 professional contacts across them, including 30,244 with verified work emails. New York is the largest hub.

This list covers tax planning services 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

10,535Companies

117,238Contacts tracked

30,244Verified emails

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The 25 largest tax planning services based in the United States

Ranked by team size

Top 25 of 10,535 tax planning services 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 services: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	MBE Cpas	Partial evidence	Baraboo, WI, United StatesHQ checked Sep 22, 2026	51-200	201 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
2	Frankel	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 22, 2026	51-200	91 contacts →
	Indirect evidence “Since 1959, our business and individual clients have thrived on our expertise and vision.” Source: RevenueBase Database · checked Sep 22, 2026
3	Brand Sonnenschine LLP	Partial evidence	Brooklyn, United StatesHQ checked Sep 22, 2026	51-200	55 contacts →
	Partial evidence “Brand Sonnenschine LLP provides corporate and personal accounting, tax, and consulting services to businesses across the country.” Source: RevenueBase Database · checked Sep 22, 2026
4	Acru Solutions	Indirect evidence	Denver, CO, United StatesHQ checked Sep 22, 2026	11-50	50 contacts →
	Indirect evidence “Accounting delivered: accurately, stress-free, with excellence.” Source: RevenueBase Database · checked Sep 22, 2026
5	The Accounting LAB	Partial evidence	Knoxville, TN, United StatesHQ checked Sep 22, 2026	51-200	48 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
6	Strategic TAX Planning	Strong evidence	Annapolis, MD, United StatesHQ checked Sep 22, 2026	51-200	45 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
7	Pasquesi Sheppard LLC	Indirect evidence	Lake Forest, IL, United StatesHQ checked Sep 22, 2026	11-50	41 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
8	TAX LAW Solutions	Partial evidence	San Juan, United StatesHQ checked Sep 22, 2026	51-200	39 contacts →
	Partial evidence “We are a team of specialized tax attorneys and highly experienced business executives who work with business owners to minimize their tax liability.” Source: RevenueBase Database · checked Sep 22, 2026
9	Arledge	Indirect evidence	Oklahoma City, OK, United StatesHQ checked Sep 22, 2026	11-50	37 contacts →
	Indirect evidence “Arledge & Associates is one of Oklahoma’s most respected accounting firms.” Source: RevenueBase Database · checked Sep 22, 2026
10	Modern TAX	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	11-50	36 contacts →
	Partial evidence “Taxes redefined by empathy.” Source: RevenueBase Database · checked Sep 22, 2026
11	Magnuson, Mchugh, Dougherty, Cpas	Partial evidence	Coeur D'alene, ID, United StatesHQ checked Sep 22, 2026	11-50	35 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
12	RAM Associates, Certified Public Accountants	Partial evidence	Hamilton, NJ, United StatesHQ checked Sep 22, 2026	11-50	32 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
13	DSJ Companies	Indirect evidence	Westbury, NY, United StatesHQ checked Sep 22, 2026	11-50	30 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
14	London Witte LLP	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 22, 2026	11-50	30 contacts →
	Indirect evidence “London Witte is a leading certified public accounting and consulting firm dedicated to helping clients maximize their full potential.” Source: RevenueBase Database · checked Sep 22, 2026
15	C M	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	51-200	29 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
16	Dempsey Vantrease & Follis Pllc	Indirect evidence	Murfreesboro, TN, United StatesHQ checked Sep 22, 2026	11-50	29 contacts →
	Indirect evidence “You can count on the team of professionals at DVF to maximize your financial resources.” Source: RevenueBase Database · checked Sep 22, 2026
17	Harperwhitfield P.C	Indirect evidence	Farmington, CT, United StatesHQ checked Sep 22, 2026	11-50	28 contacts →
	Indirect evidence “Founded in 1979, HarperWhitfield P.C.” Source: RevenueBase Database · checked Sep 22, 2026
18	CGP Group	Indirect evidence	Wichita, KS, United StatesHQ checked Sep 22, 2026	11-50	25 contacts →
	Indirect evidence “For over 20 years, CGP Group has proudly served Wichita and Kansas.” Source: RevenueBase Database · checked Sep 22, 2026
19	Freidel & Associates, LLC	Indirect evidence	Rapid City, SD, United StatesHQ checked Sep 22, 2026	11-50	24 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
20	Thakkar Associates	Partial evidence	Edison, NJ, United StatesHQ checked Sep 22, 2026	51-200	24 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
21	Martini Partners, Cpas	Indirect evidence	Encino, CA, United StatesHQ checked Sep 22, 2026	51-200	23 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
22	Williams, Pitts & Beard, Pllc	Indirect evidence	Hernando, MS, United StatesHQ checked Sep 22, 2026	11-50	22 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
23	Your TAX Coach	Partial evidence	Remote, United StatesHQ checked Sep 22, 2026	1-10	22 contacts →
	Partial evidence “Do you want tax ideas?” Source: RevenueBase Database · checked Sep 22, 2026
24	Scott Cpas	Partial evidence	Roseville, CA, United StatesHQ checked Sep 22, 2026	11-50	21 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
25	JBS Corp	Partial evidence	Methuen, MA, United StatesHQ checked Sep 22, 2026	11-50	21 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

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 services. 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 services.
Partial evidence: Its own public description names part of tax planning services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name tax planning services. 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 25 of 10,535 tax planning services based in the United States

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Tax planning services based in the United States at a glance

As of Sep 22, 2026

25.8%Verified-email coverage

11.1Average contacts per company

1-10Median size (employees)

2.1%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

7,845

11-50

2,236

51-200

322

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 10,535 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 services, 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 services”. 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 services), 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 services, 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, 30,244 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 services 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 services, 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 services are there based in the United States?

RevenueBase identified 10,535 tax planning services 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 services?

New York leads with 220 headquartered companies, followed by Houston (202) and Miami (109).

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 30,244 verified decision-maker contacts tracked across these 10,535 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.