Company lists · Data refreshed September 2026
Top 25 Tax preparation firms based in San Diego, United States
RevenueBase identified 65 tax preparation firms headquartered in San Diego, United States as of September 2026 and tracks 224 professional contacts across them, including 78 with verified work emails. Houston is the largest hub.
This list covers tax preparation firms headquartered in San Diego, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest tax preparation firms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 15 contacts → | ||||
Partial evidence “With LPA, you can keep more of what you earn with proactive tax planning.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 14 contacts → | ||||
Partial evidence “Welcome to Office Tax Services!” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 12 contacts → | ||||
Partial evidence “Flux Accounting is a growing accounting and tax service company specializing in small business solutions.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Partial evidence “Wastvedt & Company, Inc, a CPA and business consulting firm, helps companies and individuals maximize financial opportunities and minimize liability with expert tax planning and…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Indirect evidence “Profitwise Accounting & Advisory is a cloud-based accounting firm helping MSPs and growth-focused businesses gain greater financial clarity, confidence, and support through…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Partial evidence “Abbo Tax is a Certified Public Accounting firm serving the San Diego area.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Strong evidence “Services include: Income Tax Preparation for individuals and businesses, for Public Charities, Trade Associations and other Not-for-Profit entities and for Private Foundations…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence “Since 1993, Shapiro & Co.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Indirect evidence “Founded in by Ronald M.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Strong evidence “Tax Preparation | Business Compliance We have a variety of services available to simplify your tax preparation and business compliance and the innovative resources necessary to…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Partial evidence “Blum & Clark Certified Public Accountants, LLP is a full service tax and accounting firm based in San Diego, California.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Partial evidence “Accounting and tax services” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Partial evidence “SVA is a full-service accounting firm that provides tax, accounting and consulting solutions to a wide range of individuals and businesses.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “Daniel Lu CPA is a full-service tax & accounting firm based in San Diego, California.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “McDaniel Tax & Administrative Services is a provider of solutions to tax related issues and business problems rather than simply a provider of compliance and compilation work.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Strong evidence “Tax preparation and controversy services.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “Business & Individual Taxation - Financial Reporting - Accounting & Bookkeeping Services - Tax Planning - Business Formation - Business Consultation - Payroll Services” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Partial evidence “Young Tax & Accounting LLC provides tax and accounting services for independent contractors, investors, small businesses, and individuals.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: tax preparation firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names tax preparation firms.
- Partial evidence
- Its own public description names part of tax preparation firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name tax preparation firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 65 tax preparation firms based in San Diego, United States
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Tax preparation firms based in San Diego, 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 Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 65 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among tax preparation firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in San Diego, United States whose own description of what they do matches “tax preparation firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names tax preparation firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among tax preparation firms, and records with no verified work email. Companies headquartered outside San Diego are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 78 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Tax preparation firms by metro in the United States
- Tax preparation firms in Houston190
- Tax preparation firms in New York188
- Tax preparation firms in Miami96
- Tax preparation firms in Chicago91
- Tax preparation firms in Los Angeles90
- Tax preparation firms in Atlanta89
- Tax preparation firms in Dallas86
- Tax preparation firms in Austin72
- Tax preparation firms in San Diego65
- Tax preparation firms in Charlotte60
- Tax preparation firms in Orlando59
- Tax preparation firms in Las Vegas54
- Tax preparation firms in San Antonio43
- Tax preparation firms in Tampa42
- Tax preparation firms in Jacksonville41
- Tax preparation firms in Seattle41
- Tax preparation firms in Phoenix40
- Tax preparation firms in San Francisco38
- Tax preparation firms in San Jose37
- Tax preparation firms in Denver35
- Tax preparation firms in Philadelphia35
- Tax preparation firms in Plano35
- Tax preparation firms in Indianapolis34
- Tax preparation firms in Irvine33
- Tax preparation firms in Portland33
- Tax preparation firms in Columbus31
- Tax preparation firms in Brooklyn30
- Tax preparation firms in Cincinnati28
- Tax preparation firms in Fort Worth28
- Tax preparation firms in Louisville28
- Tax preparation firms in Sacramento27
- Tax preparation firms in Minneapolis25
- Tax preparation firms in Scottsdale25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names tax preparation firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many tax preparation firms are there based in San Diego, United States?
RevenueBase identified 65 tax preparation firms headquartered in San Diego, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Legacy Park Advisors, headquartered in San Diego, tops this list with the largest team on record.
Which city has the most tax preparation firms?
Houston leads with 190 headquartered companies, followed by New York (188) and Miami (96).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 78 verified decision-maker contacts tracked across these 65 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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