Company lists · Data refreshed September 2026

Top 25 Tax planning services based in Chicago, United States

RevenueBase identified 104 company matches for tax planning services associated with Chicago, United States as of September 2026 and tracks 526 professional contacts across them, including 202 with verified work emails. Across the United States, New York is the largest hub for this category (220 companies); Chicago has 104.

This list covers company matches for tax planning services associated with Chicago, 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
104Companies
526Contacts tracked
202Verified emails
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The 25 largest tax planning services based in Chicago, United States

Ranked by team size
Top 25 of 104 company matches for tax planning services based in Chicago, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchChicago, IL, United StatesHQ recorded Sep 22, 2026501-1,00094 contacts →

Exact match

“Archer Lewis is your local trusted advisor for accounting and tax services.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2Exact matchChicago, IL, United StatesHQ recorded Sep 22, 202611-5042 contacts →

Exact match

“Bronswick Benjamin does not see your business or you as a series of tasks.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3Exact matchChicago, IL, United StatesHQ recorded Sep 22, 202611-5022 contacts →

Exact match

“CPA's and Business Advisers.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4Exact matchChicago, IL, United StatesHQ recorded Sep 22, 202611-5020 contacts →

Exact match

“Join DB Tax & Accounting, LLC (DBTA) and become part of a dynamic team that thrives on tackling complex tax challenges.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-1019 contacts →

Exact match

“If you are in need of bookkeeping or accounting services, Checks and Balances have the training, experience, and expertise to help you.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6Exact matchChicago, IL, United StatesHQ recorded Sep 22, 202611-5017 contacts →

Exact match

“At Tavola Group, we strive to be more than just an accounting firm but rather your partner and advocate.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7Exact matchChicago, United StatesHQ recorded Sep 22, 202611-5015 contacts →

Exact match

“Gimbel Abrams & Singer hsa a 70 year tradition of specializing in integrated tax planning, business advisory and financial planning services.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8Exact matchChicago, IL, United StatesHQ recorded Sep 22, 202611-5012 contacts →

Exact match

“McCormick Tax Group, LLC is a tax planning and preparation firm, providing a wide array of traditional and specialized services in tax, bookkeeping and estate planning tailored to…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9Exact matchChicago, IL, United StatesHQ recorded Sep 22, 202611-509 contacts →

Exact match

“Zen Wealth Management Group Inc provides accounting, tax preparation and financial planning services to individuals and small businesses of all sizes.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-108 contacts →

Exact match

“CPA Firm in Chicago Hyde Park Financial Planning Services Tax Planning and Return Preparation Services Auditing Services Business Valuation Services Accounting Services Investment…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11Exact matchChicago, IL, United StatesHQ recorded Sep 22, 202611-507 contacts →

Exact match

“Steven Spector, LLC is an independent boutique tax and accounting firm serving individuals, families and entities.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-107 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-104 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-104 contacts →

Exact match

“Most business owners are stitching together three vendors.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-104 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-104 contacts →

Exact match

“Located in Chicago, Illinois W.E.D.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17Exact matchChicago, IL, United StatesHQ recorded Sep 22, 202611-503 contacts →

Exact match

“Biz Head provides small businesses with services related to their eligibility for payroll tax credits and the use of other tax planning and strategies to preserve capital and…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-103 contacts →

Exact match

“A certified public accounting firm offering a variety of services including: Income Tax Preparation for all types of businesses, and individuals Personal financial tax planning…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-102 contacts →

Exact match

“We are not your common tax company.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-102 contacts →

Exact match

“M&R Ferber is a full-service tax and accounting firm with a tradition of providing personalized service to our clients.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-102 contacts →

Exact match

“White Oak Certified Public Accountants is a CPA firm specializing in tax strategies and tax maintenance plans for business owners and service-based professionals.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-102 contacts →

Exact match

“Chicago based CPA firm Vincent L.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-102 contacts →

Exact match

“Boutique CPA firm specializing in tax planning, income tax preparation and accounting for individuals and small businesses.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-102 contacts →

Exact match

“TaxCentric is a full-service Tax and Accounting Firm with over 35+ years of experience, conveniently located in Chicago.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25Exact matchChicago, IL, United StatesHQ recorded Sep 22, 20261-102 contacts →

Exact match

“Zagmout & Company is a boutique Certified Public Accounting firm headquartered in downtown Chicago with offices in New York City and Miami, Serving clients across the United…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase

Showing 25 of 104 tax planning services based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 202 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Tax planning services based in Chicago, United States at a glance

As of Sep 22, 2026
38.4%Verified-email coverage
5.1Average contacts per company
1-10Median size (employees)
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
77
11-50
18
51-200
5
201-500
1
501-1,000
2

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 104 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 Chicago, United States whose business descriptions match “tax planning services” 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 202 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 services by metro in the United States

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

How many tax planning services are there based in Chicago, United States?

RevenueBase identified 104 company matches for tax planning services associated with Chicago, 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?

Archer Lewis tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most tax planning services?

New York leads the United States with 220 company records, followed by Houston (202) and Miami (109). Chicago has 104.

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 202 professional contacts with verified work emails tracked across these 104 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.