Company lists · Data refreshed September 2026
Top 25 Tax planning services based in San Francisco, United States
RevenueBase identified 66 company matches for tax planning services associated with San Francisco, United States as of September 2026 and tracks 515 professional contacts across them, including 238 with verified work emails. Across the United States, New York is the largest hub for this category (220 companies); San Francisco has 66.
This list covers company matches for tax planning services associated with San Francisco, 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.
The 25 largest tax planning services based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 112 contacts → | ||||
Exact match “At Hood & Strong, we understand the entrepreneurial spirit.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 61 contacts → | ||||
Exact match “Lindquist, von Husen & Joyce LLP is a highly respected CPA and advisory firm within the San Francisco community.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 35 contacts → | ||||
Exact match “See website” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 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 22, 2026 · View company records in RevenueBase | |||||
| 5 | 21 contacts → | ||||
Exact match “VPTax Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “Uprise is building the future of financial advisory and tax planning for small business owners.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “Devereaux, Kuhner & Co.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “Ayuda Financial Services is an investment banking company based out of 240 GOLDEN GATE AVE, San Francisco, California, United States.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “Startup tax firm focused on tax planning to minimize your tax bill” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Krohn, Watters & Hicks, LLP is a premier public accounting firm located in the heart of San Francisco’s Financial District.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “San Francisco CPA firm specializing in Tax Planning & Preparation.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Strategic tax and business advising.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “GILLINGHAM ACCOUNTING AND TAX ADVISORY Meet Gillingham John is a San Francisco CPA with a passion for helping clients grow their small businesses and navigate the tax waters.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Balanced Practice is an accounting firm focused on empowering business owners and individuals to grow their wealth and maintain financial stability, in a wholesome, balanced…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “At Basta & Company, we make accounting more human.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Tony Quach & Co.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Krohn + Company, CPAs is a premier public accounting firm located in the heart of San Francisco's Financial District.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Serving international and domestic clients, we guide elite households across the arc of life’s inevitable challenges and partner with businesses to augment solid and sustainable…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Welcome and thank you for visiting Jutta Reichert Associates, a Tax Firm, that is as professional as it is personable!” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “We know that you’re a visionary with big dreams.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “From startups to large corporations, Polk Advisors can assist your business with Bookkeeping, Federal, State & Local Tax Compliance & Planning, and HR & Business Consulting.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Most tax problems fixed!” Recorded in the RevenueBase company graph · Sep 22, 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 services”. 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 66 tax planning services based in San Francisco, United States
See the full list, filter by size, metro and specialty, and access 238 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Tax planning services based in San Francisco, United States at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 66 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 San Francisco, 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 238 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
- Tax planning services in New York220
- Tax planning services in Houston202
- Tax planning services in Miami109
- Tax planning services in Atlanta104
- Tax planning services in Chicago104
- Tax planning services in Los Angeles99
- Tax planning services in Dallas95
- Tax planning services in San Diego95
- Tax planning services in Austin76
- Tax planning services in Orlando75
- Tax planning services in Charlotte66
- Tax planning services in Las Vegas57
- Tax planning services in Tampa56
- Tax planning services in Irvine55
- Tax planning services in Denver51
- Tax planning services in Portland49
- Tax planning services in Seattle48
- Tax planning services in San Jose45
- Tax planning services in Boca Raton42
- Tax planning services in Cincinnati42
- Tax planning services in Phoenix42
- Tax planning services in Scottsdale42
- Tax planning services in San Antonio40
- Tax planning services in Jacksonville37
- Tax planning services in Raleigh36
- Tax planning services in Indianapolis34
- Tax planning services in Columbia32
- Tax planning services in Plano32
- Tax planning services in Salt Lake City32
- Tax planning services in Fayetteville31
- Tax planning services in Fort Worth31
- Tax planning services in Glendale31
- Tax planning services in Sacramento31
- Tax planning services in Greenville30
- Tax planning services in Louisville30
- Tax planning services in Philadelphia30
- Tax planning services in Washington30
- Tax planning services in Wilmington30
- Tax planning services in Birmingham28
- Tax planning services in Colorado Springs28
- Tax planning services in Nashville28
- Tax planning services in Grand Rapids27
- Tax planning services in Knoxville27
- Tax planning services in Pittsburgh27
- Tax planning services in Tucson27
- Tax planning services in Boston26
- Tax planning services in Oklahoma City25
- Tax planning services in Rochester25
- Tax planning services in Tulsa25
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 San Francisco, United States?
RevenueBase identified 66 company matches for tax planning services associated with San Francisco, 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?
Hood & Strong LLP 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). San Francisco has 66.
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 238 professional contacts with verified work emails tracked across these 66 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.
Ready to reach these companies? Verified emails and direct dials for all 66 tax planning services based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Tax planning services by geography
- Tax planning services based in Brisbane, Australia
- Tax planning services based in Melbourne, Australia
- Tax planning services based in Perth, Australia
- Tax planning services based in Sydney, Australia
- Tax planning services based in Belo Horizonte, Brazil
- Tax planning services based in Curitiba, Brazil
- Tax planning services based in Porto Alegre, Brazil
- Tax planning services based in Rio De Janeiro, Brazil
- Tax planning services based in Sao Paulo, Brazil
- Tax planning services based in Calgary, Canada
- Tax planning services based in Edmonton, Canada
- Tax planning services based in Mississauga, Canada
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.
More company lists
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- New lists
- Tax planning services based in Brisbane, Australia
- Tax planning services based in Melbourne, Australia
- Tax planning services based in Perth, Australia
- Tax planning services based in Sydney, Australia
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- Tax planning services based in Curitiba, Brazil
Company intelligence · public preview
Top 25 tax planning services based in San Francisco, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 66 matching company records for tax planning services based in San Francisco, United States, with 515 tracked contacts and 238 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 tax planning services based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Hood & Strong LLPhoodstrong.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 112 contacts → |
“At Hood & Strong, we understand the entrepreneurial spirit.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Lindquist, VON Husen & Joyce LLPlvhj.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 61 contacts → |
“Lindquist, von Husen & Joyce LLP is a highly respected CPA and advisory firm within the San Francisco community.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Delagnes Mitchell & Linder LLPdmlcpa.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 35 contacts → |
“See website” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  C Mcm.cpaHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 29 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Vptax, A Richey MAY Companyvptax.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 21 contacts → |
“VPTax Inc.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Upriseuprise.usHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Uprise is building the future of financial advisory and tax planning for small business owners.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Devereaux, Kuhner & Co. LLPdkc-llp.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 16 contacts → |
“Devereaux, Kuhner & Co.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ayuda Financial Servicesayudafinancial.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Ayuda Financial Services is an investment banking company based out of 240 GOLDEN GATE AVE, San Francisco, California, United States.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  The CPA Dudethecpadude.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Startup tax firm focused on tax planning to minimize your tax bill” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Krohn, Watters & Hicks, LLPkwhcpas.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 10 contacts → |
“Krohn, Watters & Hicks, LLP is a premier public accounting firm located in the heart of San Francisco’s Financial District.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Dreyer Mcguire Canty, PC2409sacramento.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“San Francisco CPA firm specializing in Tax Planning & Preparation.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Kaufmann Advisorskaufmannadvisors.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“Strategic tax and business advising.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Gillingham CPAgillinghamcpa.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“GILLINGHAM ACCOUNTING AND TAX ADVISORY Meet Gillingham John is a San Francisco CPA with a passion for helping clients grow their small businesses and navigate the tax waters.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Balanced Practice, INCbalancedpracticecpa.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“Balanced Practice is an accounting firm focused on empowering business owners and individuals to grow their wealth and maintain financial stability, in a wholesome, balanced…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Basta & Companybastacpa.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“At Basta & Company, we make accounting more human.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Khoo & Company, INCkhoocpa.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 |  Tony Quach & Co. CPAtonyquach.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Tony Quach & Co.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Krohn Company, Cpaskrohnandco.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 2 contacts → |
“Krohn + Company, CPAs is a premier public accounting firm located in the heart of San Francisco's Financial District.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | MAH & Company, An Accountancy Corporationmahcocpa.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Skyline TAX & Accounting, INCskylinetaxandaccounting.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Serving international and domestic clients, we guide elite households across the arc of life’s inevitable challenges and partner with businesses to augment solid and sustainable…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Burgess & Companysfburgess.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Jutta Reichert Associatesjreichert.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 1 contacts → |
“Welcome and thank you for visiting Jutta Reichert Associates, a Tax Firm, that is as professional as it is personable!” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Cool Moneygetcoolwithmoney.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“We know that you’re a visionary with big dreams.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Polk Advisorspolkadvisors.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“From startups to large corporations, Polk Advisors can assist your business with Bookkeeping, Federal, State & Local Tax Compliance & Planning, and HR & Business Consulting.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Steve Rabin CPAtaxservice2u.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Most tax problems fixed!” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 66 company matches
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Tax planning services: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
66 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 66 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Tax planning services by metro in the United States
- Tax planning services in New York220
- Tax planning services in Houston202
- Tax planning services in Miami109
- Tax planning services in Atlanta104
- Tax planning services in Chicago104
- Tax planning services in Los Angeles99
- Tax planning services in Dallas95
- Tax planning services in San Diego95
- Tax planning services in Austin76
- Tax planning services in Orlando75
- Tax planning services in Charlotte66
- Tax planning services in Las Vegas57
- Tax planning services in Tampa56
- Tax planning services in Irvine55
- Tax planning services in Denver51
- Tax planning services in Portland49
- Tax planning services in Seattle48
- Tax planning services in San Jose45
- Tax planning services in Boca Raton42
- Tax planning services in Cincinnati42
- Tax planning services in Phoenix42
- Tax planning services in Scottsdale42
- Tax planning services in San Antonio40
- Tax planning services in Jacksonville37
- Tax planning services in Raleigh36
- Tax planning services in Indianapolis34
- Tax planning services in Columbia32
- Tax planning services in Plano32
- Tax planning services in Salt Lake City32
- Tax planning services in Fayetteville31
- Tax planning services in Fort Worth31
- Tax planning services in Glendale31
- Tax planning services in Sacramento31
- Tax planning services in Greenville30
- Tax planning services in Louisville30
- Tax planning services in Philadelphia30
- Tax planning services in Washington30
- Tax planning services in Wilmington30
- Tax planning services in Birmingham28
- Tax planning services in Colorado Springs28
- Tax planning services in Nashville28
- Tax planning services in Grand Rapids27
- Tax planning services in Knoxville27
- Tax planning services in Pittsburgh27
- Tax planning services in Tucson27
- Tax planning services in Boston26
- Tax planning services in Oklahoma City25
- Tax planning services in Rochester25
- Tax planning services in Tulsa25
Questions about this company list
What does Exact match mean for tax planning services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many tax planning services did RevenueBase find based in San Francisco, United States?
The saved snapshot records 66 matching company records, 515 tracked contacts and 238 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Tax planning services by geography
- Tax planning services based in Brisbane, Australia
- Tax planning services based in Melbourne, Australia
- Tax planning services based in Perth, Australia
- Tax planning services based in Sydney, Australia
- Tax planning services based in Belo Horizonte, Brazil
- Tax planning services based in Curitiba, Brazil
- Tax planning services based in Porto Alegre, Brazil
- Tax planning services based in Rio De Janeiro, Brazil
- Tax planning services based in Sao Paulo, Brazil
- Tax planning services based in Calgary, Canada
- Tax planning services based in Edmonton, Canada
- Tax planning services based in Mississauga, Canada
Cite this list
RevenueBase Data Team. Top 25 tax planning services based in San Francisco, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/tax-planning-services/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Lists by location
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- New lists
- Tax planning services based in Brisbane, Australia
- Tax planning services based in Melbourne, Australia
- Tax planning services based in Perth, Australia
- Tax planning services based in Sydney, Australia
- Tax planning services based in Belo Horizonte, Brazil
- Tax planning services based in Curitiba, Brazil
Company intelligence · public preview
Top 25 tax planning services based in San Francisco, United States
RevenueBase records 66 matching company records for tax planning services based in San Francisco, United States, with 515 tracked contacts and 238 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 tax planning services based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Hood & Strong LLPhoodstrong.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 112 contacts → |
“At Hood & Strong, we understand the entrepreneurial spirit.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Lindquist, VON Husen & Joyce LLPlvhj.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 61 contacts → |
“Lindquist, von Husen & Joyce LLP is a highly respected CPA and advisory firm within the San Francisco community.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Delagnes Mitchell & Linder LLPdmlcpa.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 35 contacts → |
“See website” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | C Mcm.cpa HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 29 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Vptax, A Richey MAY Companyvptax.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 21 contacts → |
“VPTax Inc.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Upriseuprise.us HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Uprise is building the future of financial advisory and tax planning for small business owners.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Devereaux, Kuhner & Co. LLPdkc-llp.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 16 contacts → |
“Devereaux, Kuhner & Co.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ayuda Financial Servicesayudafinancial.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Ayuda Financial Services is an investment banking company based out of 240 GOLDEN GATE AVE, San Francisco, California, United States.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | The CPA Dudethecpadude.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Startup tax firm focused on tax planning to minimize your tax bill” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Krohn, Watters & Hicks, LLPkwhcpas.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 10 contacts → |
“Krohn, Watters & Hicks, LLP is a premier public accounting firm located in the heart of San Francisco’s Financial District.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Dreyer Mcguire Canty, PC2409sacramento.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“San Francisco CPA firm specializing in Tax Planning & Preparation.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Kaufmann Advisorskaufmannadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“Strategic tax and business advising.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Gillingham CPAgillinghamcpa.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“GILLINGHAM ACCOUNTING AND TAX ADVISORY Meet Gillingham John is a San Francisco CPA with a passion for helping clients grow their small businesses and navigate the tax waters.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Balanced Practice, INCbalancedpracticecpa.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“Balanced Practice is an accounting firm focused on empowering business owners and individuals to grow their wealth and maintain financial stability, in a wholesome, balanced…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Basta & Companybastacpa.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“At Basta & Company, we make accounting more human.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Khoo & Company, INCkhoocpa.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Tony Quach & Co. CPAtonyquach.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Tony Quach & Co.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Krohn Company, Cpaskrohnandco.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 2 contacts → |
“Krohn + Company, CPAs is a premier public accounting firm located in the heart of San Francisco's Financial District.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | MAH & Company, An Accountancy Corporationmahcocpa.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Skyline TAX & Accounting, INCskylinetaxandaccounting.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Serving international and domestic clients, we guide elite households across the arc of life’s inevitable challenges and partner with businesses to augment solid and sustainable…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Burgess & Companysfburgess.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Jutta Reichert Associatesjreichert.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 1 contacts → |
“Welcome and thank you for visiting Jutta Reichert Associates, a Tax Firm, that is as professional as it is personable!” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Cool Moneygetcoolwithmoney.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“We know that you’re a visionary with big dreams.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Polk Advisorspolkadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“From startups to large corporations, Polk Advisors can assist your business with Bookkeeping, Federal, State & Local Tax Compliance & Planning, and HR & Business Consulting.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Steve Rabin CPAtaxservice2u.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Most tax problems fixed!” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 66 company matches
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Tax planning services: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
66 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 66 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Tax planning services by metro in the United States
- Tax planning services in New York220
- Tax planning services in Houston202
- Tax planning services in Miami109
- Tax planning services in Atlanta104
- Tax planning services in Chicago104
- Tax planning services in Los Angeles99
- Tax planning services in Dallas95
- Tax planning services in San Diego95
- Tax planning services in Austin76
- Tax planning services in Orlando75
- Tax planning services in Charlotte66
- Tax planning services in Las Vegas57
- Tax planning services in Tampa56
- Tax planning services in Irvine55
- Tax planning services in Denver51
- Tax planning services in Portland49
- Tax planning services in Seattle48
- Tax planning services in San Jose45
- Tax planning services in Boca Raton42
- Tax planning services in Cincinnati42
- Tax planning services in Phoenix42
- Tax planning services in Scottsdale42
- Tax planning services in San Antonio40
- Tax planning services in Jacksonville37
- Tax planning services in Raleigh36
- Tax planning services in Indianapolis34
- Tax planning services in Columbia32
- Tax planning services in Plano32
- Tax planning services in Salt Lake City32
- Tax planning services in Fayetteville31
- Tax planning services in Fort Worth31
- Tax planning services in Glendale31
- Tax planning services in Sacramento31
- Tax planning services in Greenville30
- Tax planning services in Louisville30
- Tax planning services in Philadelphia30
- Tax planning services in Washington30
- Tax planning services in Wilmington30
- Tax planning services in Birmingham28
- Tax planning services in Colorado Springs28
- Tax planning services in Nashville28
- Tax planning services in Grand Rapids27
- Tax planning services in Knoxville27
- Tax planning services in Pittsburgh27
- Tax planning services in Tucson27
- Tax planning services in Boston26
- Tax planning services in Oklahoma City25
- Tax planning services in Rochester25
- Tax planning services in Tulsa25
Questions about this company list
What does Exact match mean for tax planning services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many tax planning services did RevenueBase find based in San Francisco, United States?
The saved snapshot records 66 matching company records, 515 tracked contacts and 238 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 tax planning services based in San Francisco, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/tax-planning-services/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Tax planning services based in Brisbane, Australia
- Tax planning services based in Melbourne, Australia
- Tax planning services based in Perth, Australia
- Tax planning services based in Sydney, Australia
- Tax planning services based in Belo Horizonte, Brazil
- Tax planning services based in Curitiba, Brazil