Company lists · Data refreshed September 2026
Top 25 Tax planning software companies based in the United States
RevenueBase identified 494 company matches for tax planning software companies associated with the United States as of September 2026 and tracks 6,116 professional contacts across them, including 2,283 with verified work emails and 2,267 with mobile numbers. New York is the largest hub.
This list covers company matches for tax planning software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 6, 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 software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,587 contacts → | ||||
Exact match “Wolters Kluwer Tax & Accounting U.S.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 2 | 561 contacts → | ||||
Exact match “Drake Software, a private company founded in 1977, provides software solutions to over tax and accounting firms that file more than 40 million tax returns every year.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 3 | 361 contacts → | ||||
Exact match “TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 4 | 302 contacts → | ||||
Exact match “TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 5 | 289 contacts → | ||||
Exact match “SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 6 | 184 contacts → | ||||
Exact match “Stop overpaying the IRS and start fueling your business passions.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 7 | 140 contacts → | ||||
Exact match “Instead is where tax work gets done.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 8 | 136 contacts → | ||||
Exact match “CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 9 | 104 contacts → | ||||
Exact match “Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 10 | 79 contacts → | ||||
Exact match “april partners with wealth management firms, banks, and SMB platforms to embed tax filing, planning, and insights directly into the financial platforms people use every day to…” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 11 | 70 contacts → | ||||
Exact match “Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 12 | 60 contacts → | ||||
Exact match “Formations is a predictive tax management solution for the self-employed.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 13 | 58 contacts → | ||||
Exact match “CereTax is the first tax automation solution built to take advantage of the countless technological advancements over the last decade and engineered in a way that truly transforms…” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 14 | 56 contacts → | ||||
Exact match “Founded by tax experts and backed by proprietary technology, Arvo is the only holistic approach that brings together the ability to develop and document a tax strategy with tax…” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 15 | 48 contacts → | ||||
Exact match “At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 16 | 43 contacts → | ||||
Exact match “Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 17 | 40 contacts → | ||||
Exact match “With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 18 | 39 contacts → | ||||
Exact match “At Gelt, we are committed to delivering top-tier tax solutions that enable you to retain more of your hard-earned income.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 19 | 36 contacts → | ||||
Exact match “At Tax Goddess, our mission is simple: to help you legally save as much money as possible by applying advanced tax strategies.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 20 | 35 contacts → | ||||
Exact match “Transparent tax strategies start here.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 21 | 29 contacts → | ||||
Exact match “Provide tax preparation and planning services to businesses and individuals.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 22 | 23 contacts → | ||||
Exact match “FileYourTaxes.com is a faster, convenient, contemporary, and hassle-free way to file taxes.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 23 | 23 contacts → | ||||
Exact match “We implement tax engines and build tools to make it easier to manage your tax engine.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 24 | 22 contacts → | ||||
Exact match “Do you want tax ideas?” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 25 | 22 contacts → | ||||
Exact match “Who Are We?” Recorded in the RevenueBase company graph · Sep 6, 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 software companies”. 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 494 tax planning software companies based in the United States
See the full list, filter by size, metro and specialty, and access 2,283 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Tax planning software companies based in the United States at a glance
As of Sep 6, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “tax planning software companies” 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 2,283 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 6, 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.
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 software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many tax planning software companies are there based in the United States?
RevenueBase identified 494 company matches for tax planning software companies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Wolters Kluwer TAX & Accounting US tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most tax planning software companies?
New York leads with 12 company records, followed by Houston (11) and Los Angeles (10).
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 2,283 professional contacts with verified work emails tracked across these 494 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 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 494 tax planning software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Tax planning software companies by geography
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Tax planning software companies based in Brazil
- Tax planning software companies based in Germany
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 tax planning software companies based in the 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 494 matching company records for tax planning software companies based in the United States, with 6,116 tracked contacts and 2,283 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 6, 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 software companies based in the 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 |  Wolters Kluwer TAX & Accounting USwolterskluwer.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,587 contacts → |
“Wolters Kluwer Tax & Accounting U.S.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Drake Softwaredrakesoftware.comHQ: Franklin, United StatesReported employees: 501-1,000 | Franklin, United States | 501-1,000 | Exact match | 561 contacts → |
“Drake Software, a private company founded in 1977, provides software solutions to over tax and accounting firms that file more than 40 million tax returns every year.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Taxacttaxact.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 361 contacts → |
“TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  TAX Technologies, INCtaxtechnologies.comHQ: Long Island City, NY, United StatesReported employees: 201-500 | Long Island City, NY, United States | 201-500 | Exact match | 302 contacts → |
“TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Sureprep, Part Of Thomson Reuterssureprep.comHQ: Irvine, CA, United StatesReported employees: 501-1,000 | Irvine, CA, United States | 501-1,000 | Exact match | 289 contacts → |
“SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Incite TAXincitetax.comHQ: Draper, UT, United StatesReported employees: 201-500 | Draper, UT, United States | 201-500 | Exact match | 184 contacts → |
“Stop overpaying the IRS and start fueling your business passions.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Insteadinstead.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 140 contacts → |
“Instead is where tax work gets done.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Crosslink Professional TAX Solutionscrosslinktax.comHQ: Lathrop, CA, United StatesReported employees: 51-200 | Lathrop, CA, United States | 51-200 | Exact match | 136 contacts → |
“CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Holistiplanholistiplan.comHQ: College Station, TX, United StatesReported employees: 11-50 | College Station, TX, United States | 11-50 | Exact match | 104 contacts → |
“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  APRILgetapril.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 79 contacts → |
“april partners with wealth management firms, banks, and SMB platforms to embed tax filing, planning, and insights directly into the financial platforms people use every day to…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Neil Jesani Advisors, INCneiljesani.comHQ: Sunrise, FL, United StatesReported employees: 51-200 | Sunrise, FL, United States | 51-200 | Exact match | 70 contacts → |
“Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Formationsformationscorp.comHQ: Kirkland, WA, United StatesReported employees: 51-200 | Kirkland, WA, United States | 51-200 | Exact match | 60 contacts → |
“Formations is a predictive tax management solution for the self-employed.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ceretaxceretax.comHQ: Alpharetta, GA, United StatesReported employees: 11-50 | Alpharetta, GA, United States | 11-50 | Exact match | 58 contacts → |
“CereTax is the first tax automation solution built to take advantage of the countless technological advancements over the last decade and engineered in a way that truly transforms…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Arvo Techarvotech.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 56 contacts → |
“Founded by tax experts and backed by proprietary technology, Arvo is the only holistic approach that brings together the ability to develop and document a tax strategy with tax…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  The Accounting LABtheaccountinglab.coHQ: Knoxville, TN, United StatesReported employees: 51-200 | Knoxville, TN, United States | 51-200 | Exact match | 48 contacts → |
“At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Corveecorvee.comHQ: Ft. Lauderdale, United StatesReported employees: 11-50 | Ft. Lauderdale, United States | 11-50 | Exact match | 43 contacts → |
“Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Robert Hall & Associatesroberthalltaxes.comHQ: Glendale, CA, United StatesReported employees: 51-200 | Glendale, CA, United States | 51-200 | Exact match | 40 contacts → |
“With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  GELTjoingelt.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 39 contacts → |
“At Gelt, we are committed to delivering top-tier tax solutions that enable you to retain more of your hard-earned income.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  TAX Goddess Business Services, PCtaxgoddess.comHQ: Scottsdale, United StatesReported employees: 51-200 | Scottsdale, United States | 51-200 | Exact match | 36 contacts → |
“At Tax Goddess, our mission is simple: to help you legally save as much money as possible by applying advanced tax strategies.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Olarryolarry.comHQ: Menlo Park, CA, United StatesReported employees: Not recorded | Menlo Park, CA, United States | Not recorded | Exact match | 35 contacts → |
“Transparent tax strategies start here.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  DLHCdlhcpa.comHQ: Birmingham, AL, United StatesReported employees: 11-50 | Birmingham, AL, United States | 11-50 | Exact match | 29 contacts → |
“Provide tax preparation and planning services to businesses and individuals.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  fileyourtaxes.comfileyourtaxes.comHQ: Oxnard, CA, United StatesReported employees: 11-50 | Oxnard, CA, United States | 11-50 | Exact match | 23 contacts → |
“FileYourTaxes.com is a faster, convenient, contemporary, and hassle-free way to file taxes.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Cordiancecordiance.comHQ: San Jose, CA, United StatesReported employees: 11-50 | San Jose, CA, United States | 11-50 | Exact match | 23 contacts → |
“We implement tax engines and build tools to make it easier to manage your tax engine.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Your TAX Coachyourtaxcoach.bizHQ: Remote, United StatesReported employees: 1-10 | Remote, United States | 1-10 | Exact match | 22 contacts → |
“Do you want tax ideas?” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  smartwiz.iosmartwiz.aiHQ: Birmingham, AL, United StatesReported employees: 11-50 | Birmingham, AL, United States | 11-50 | Exact match | 22 contacts → |
“Who Are We?” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 494 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Tax planning software companies: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
493 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 6, 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 ↗
Questions about this company list
What does Exact match mean for tax planning software companies?
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 software companies did RevenueBase find based in the United States?
The saved snapshot records 494 matching company records, 6,116 tracked contacts and 2,283 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 6, 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 software companies by geography
Cite this list
RevenueBase Data Team. Top 25 tax planning software companies based in the United States. Snapshot: September 6, 2026. https://revenuebase.ai/companies/tax-planning-software-companies/united-states.
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 software companies based in Brazil
- Tax planning software companies based in Germany
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 tax planning software companies based in the United States
RevenueBase records 494 matching company records for tax planning software companies based in the United States, with 6,116 tracked contacts and 2,283 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 6, 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 software companies based in the 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 | Wolters Kluwer TAX & Accounting USwolterskluwer.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,587 contacts → |
“Wolters Kluwer Tax & Accounting U.S.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Drake Softwaredrakesoftware.com HQ: Franklin, United StatesReported employees: 501-1,000 | Franklin, United States | 501-1,000 | Exact match | 561 contacts → |
“Drake Software, a private company founded in 1977, provides software solutions to over tax and accounting firms that file more than 40 million tax returns every year.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Taxacttaxact.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 361 contacts → |
“TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | TAX Technologies, INCtaxtechnologies.com HQ: Long Island City, NY, United StatesReported employees: 201-500 | Long Island City, NY, United States | 201-500 | Exact match | 302 contacts → |
“TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sureprep, Part Of Thomson Reuterssureprep.com HQ: Irvine, CA, United StatesReported employees: 501-1,000 | Irvine, CA, United States | 501-1,000 | Exact match | 289 contacts → |
“SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Incite TAXincitetax.com HQ: Draper, UT, United StatesReported employees: 201-500 | Draper, UT, United States | 201-500 | Exact match | 184 contacts → |
“Stop overpaying the IRS and start fueling your business passions.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Insteadinstead.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 140 contacts → |
“Instead is where tax work gets done.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Crosslink Professional TAX Solutionscrosslinktax.com HQ: Lathrop, CA, United StatesReported employees: 51-200 | Lathrop, CA, United States | 51-200 | Exact match | 136 contacts → |
“CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Holistiplanholistiplan.com HQ: College Station, TX, United StatesReported employees: 11-50 | College Station, TX, United States | 11-50 | Exact match | 104 contacts → |
“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | APRILgetapril.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 79 contacts → |
“april partners with wealth management firms, banks, and SMB platforms to embed tax filing, planning, and insights directly into the financial platforms people use every day to…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Neil Jesani Advisors, INCneiljesani.com HQ: Sunrise, FL, United StatesReported employees: 51-200 | Sunrise, FL, United States | 51-200 | Exact match | 70 contacts → |
“Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Formationsformationscorp.com HQ: Kirkland, WA, United StatesReported employees: 51-200 | Kirkland, WA, United States | 51-200 | Exact match | 60 contacts → |
“Formations is a predictive tax management solution for the self-employed.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ceretaxceretax.com HQ: Alpharetta, GA, United StatesReported employees: 11-50 | Alpharetta, GA, United States | 11-50 | Exact match | 58 contacts → |
“CereTax is the first tax automation solution built to take advantage of the countless technological advancements over the last decade and engineered in a way that truly transforms…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Arvo Techarvotech.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 56 contacts → |
“Founded by tax experts and backed by proprietary technology, Arvo is the only holistic approach that brings together the ability to develop and document a tax strategy with tax…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The Accounting LABtheaccountinglab.co HQ: Knoxville, TN, United StatesReported employees: 51-200 | Knoxville, TN, United States | 51-200 | Exact match | 48 contacts → |
“At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Corveecorvee.com HQ: Ft. Lauderdale, United StatesReported employees: 11-50 | Ft. Lauderdale, United States | 11-50 | Exact match | 43 contacts → |
“Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Robert Hall & Associatesroberthalltaxes.com HQ: Glendale, CA, United StatesReported employees: 51-200 | Glendale, CA, United States | 51-200 | Exact match | 40 contacts → |
“With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | GELTjoingelt.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 39 contacts → |
“At Gelt, we are committed to delivering top-tier tax solutions that enable you to retain more of your hard-earned income.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | TAX Goddess Business Services, PCtaxgoddess.com HQ: Scottsdale, United StatesReported employees: 51-200 | Scottsdale, United States | 51-200 | Exact match | 36 contacts → |
“At Tax Goddess, our mission is simple: to help you legally save as much money as possible by applying advanced tax strategies.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Olarryolarry.com HQ: Menlo Park, CA, United StatesReported employees: Not recorded | Menlo Park, CA, United States | Not recorded | Exact match | 35 contacts → |
“Transparent tax strategies start here.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | DLHCdlhcpa.com HQ: Birmingham, AL, United StatesReported employees: 11-50 | Birmingham, AL, United States | 11-50 | Exact match | 29 contacts → |
“Provide tax preparation and planning services to businesses and individuals.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | fileyourtaxes.comfileyourtaxes.com HQ: Oxnard, CA, United StatesReported employees: 11-50 | Oxnard, CA, United States | 11-50 | Exact match | 23 contacts → |
“FileYourTaxes.com is a faster, convenient, contemporary, and hassle-free way to file taxes.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Cordiancecordiance.com HQ: San Jose, CA, United StatesReported employees: 11-50 | San Jose, CA, United States | 11-50 | Exact match | 23 contacts → |
“We implement tax engines and build tools to make it easier to manage your tax engine.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Your TAX Coachyourtaxcoach.biz HQ: Remote, United StatesReported employees: 1-10 | Remote, United States | 1-10 | Exact match | 22 contacts → |
“Do you want tax ideas?” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | smartwiz.iosmartwiz.ai HQ: Birmingham, AL, United StatesReported employees: 11-50 | Birmingham, AL, United States | 11-50 | Exact match | 22 contacts → |
“Who Are We?” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 494 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Tax planning software companies: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
493 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 6, 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 ↗
Questions about this company list
What does Exact match mean for tax planning software companies?
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 software companies did RevenueBase find based in the United States?
The saved snapshot records 494 matching company records, 6,116 tracked contacts and 2,283 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 6, 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 software companies by geography
Cite this list
RevenueBase Data Team. Top 25 tax planning software companies based in the United States. Snapshot: September 6, 2026. https://revenuebase.ai/companies/tax-planning-software-companies/united-states.
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 software companies based in Brazil
- Tax planning software companies based in Germany
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States