Company lists · Data refreshed September 2026

Top 24 Tax preparation outsourcing firms based in the United States

Name: Tax preparation outsourcing firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 7,633 companies tracked

RevenueBase identified 7,633 tax preparation outsourcing firms headquartered in the United States as of September 2026 and tracks 114,440 professional contacts across them, including 20,754 with verified work emails. New York is the largest hub.

This list covers tax preparation outsourcing firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

7,633Companies

114,440Contacts tracked

20,754Verified emails

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The 24 largest tax preparation outsourcing firms based in the United States

Ranked by team size

Top 24 of 7,633 tax preparation outsourcing firms based in the United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to tax preparation outsourcing firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	H&r Block	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 29, 2026	10001+	59,451 contacts →
	Indirect evidence “H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere.” Source: RevenueBase Database · checked Sep 29, 2026
2	Liberty TAX	Strong evidence	Hurst, TX, United StatesHQ checked Sep 29, 2026	n/a	6,260 contacts →
	Strong evidence “Liberty Tax is income tax preparation at its best: friendly, accurate, and with a money back guarantee.” Source: RevenueBase Database · checked Sep 29, 2026
3	RYAN	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	5,001-10,000	6,089 contacts →
	Partial evidence “Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes.” Source: RevenueBase Database · checked Sep 29, 2026
4	Block Advisors	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,379 contacts →
	Indirect evidence “We are Block Advisors by H&R Block.” Source: RevenueBase Database · checked Sep 29, 2026
5	Drake Software	Partial evidence	Franklin, United StatesHQ checked Sep 29, 2026	501-1,000	561 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026
6	Apercen Partners LLC	Partial evidence	Palo Alto, CA, United StatesHQ checked Sep 29, 2026	201-500	399 contacts →
	Partial evidence “Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Source: RevenueBase Database · checked Sep 29, 2026
7	Cohesive	Indirect evidence	Exton, PA, United StatesHQ checked Sep 29, 2026	501-1,000	364 contacts →
	Indirect evidence “Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Source: RevenueBase Database · checked Sep 29, 2026
8	Advantage ONE TAX Consulting	Partial evidence	Sterling, VA, United StatesHQ checked Sep 29, 2026	201-500	347 contacts →
	Partial evidence “Advantage One Tax Consulting is a multi-disciplinary group of highly experienced tax professionals who understand the tax practice in its true spirit, examine the issues it faces…” Source: RevenueBase Database · checked Sep 29, 2026
9	Unison Globus	Partial evidence	Coral Springs, FL, United StatesHQ checked Sep 29, 2026	201-500	320 contacts →
	Partial evidence “Unison Globus is a global accounting outsourcing and offshore staffing partner dedicated to supporting CPA firms and accounting professionals.” Source: RevenueBase Database · checked Sep 29, 2026
10	1-800accountant	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	201-500	320 contacts →
	Indirect evidence “1-800Accoutant is America’s leading virtual accounting firm for small businesses.” Source: RevenueBase Database · checked Sep 29, 2026
11	Mayatax	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	501-1,000	269 contacts →
	Indirect evidence “Growth exposes financial weakness.” Source: RevenueBase Database · checked Sep 29, 2026
12	Zenwork, INC	Partial evidence	Fayetteville, AR, United StatesHQ checked Sep 29, 2026	51-200	206 contacts →
	Partial evidence “Zenwork, through its Tax1099 and Compliancely brands, is a fast-growing digital tax compliance and regulatory reporting technology company, with 10+ years of experience powering…” Source: RevenueBase Database · checked Sep 29, 2026
13	Infinity Globus, A Springline Company	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	201-500	168 contacts →
	Partial evidence “Infinity Globus, a Springline company, is a leading accounting outsourcing firm with over two decades of industry experience, providing tailored taxation and accounting services…” Source: RevenueBase Database · checked Sep 29, 2026
14	Geffen Mesher	Indirect evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	51-200	160 contacts →
	Indirect evidence “We’re a Portland-based accounting firm with a 90+ year legacy, and we’re continuing to grow and evolve every day.” Source: RevenueBase Database · checked Sep 29, 2026
15	Mize Cpas INC	Indirect evidence	Topeka, KS, United StatesHQ checked Sep 29, 2026	1,001-5,000	146 contacts →
	Indirect evidence “Mize CPAs is now part of Aprio, a Top 25 premier, full-service business advisory and accounting firm that’s passionate for what’s next.” Source: RevenueBase Database · checked Sep 29, 2026
16	Konnect Books & Taxes- Virtual CFO & USA TAX Consultants	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	51-200	145 contacts →
	Partial evidence “Konnect Books & Taxes, is an International Bookkeeping, Tax & Advisory firm, in the USA, with CPAs & Accountants, ready to help you take care of ALL your numbers.” Source: RevenueBase Database · checked Sep 29, 2026
17	Crosslink Professional TAX Solutions	Partial evidence	Lathrop, CA, United StatesHQ checked Sep 29, 2026	51-200	136 contacts →
	Partial evidence “CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.” Source: RevenueBase Database · checked Sep 29, 2026
18	Taxwell	Partial evidence	Franklin, NC, United StatesHQ checked Sep 29, 2026	1,001-5,000	136 contacts →
	Partial evidence “Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software® and TaxAct®.” Source: RevenueBase Database · checked Sep 29, 2026
19	Crystalvoxx LLC Accounting Services	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	108 contacts →
	Indirect evidence “CrystalVoxx offers a wide range of accounting and payroll services to suit diverse customer needs [Accounting & Payroll, EMR Integrated Transcription, Revenue Cycle Management,].” Source: RevenueBase Database · checked Sep 29, 2026
20	Mytaxfiler	Strong evidence	Plano, TX, United StatesHQ checked Sep 29, 2026	51-200	100 contacts →
	Strong evidence “At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.” Source: RevenueBase Database · checked Sep 29, 2026
21	Archer Lewis	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	501-1,000	94 contacts →
	Partial evidence “Archer Lewis is your local trusted advisor for accounting and tax services.” Source: RevenueBase Database · checked Sep 29, 2026
22	Capactix Business Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	51-200	92 contacts →
	Indirect evidence “We are one of the leading offshore companies that offer the best in the industry staffing solutions to CPAs, accounting firms, and other companies.” Source: RevenueBase Database · checked Sep 29, 2026
23	Taxfyle	Partial evidence	Coconut Grove, FL, United StatesHQ checked Sep 29, 2026	51-200	91 contacts →
	Partial evidence “Tickmark’s flagship application, Taxfyle, was launched in 2015 as the “easiest way to file your taxes”.” Source: RevenueBase Database · checked Sep 29, 2026
24	George Dimov, CPA	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	11-50	90 contacts →
	Partial evidence “About us- United States Certified Public Accountant with IRS e-file - Registered IRS Tax Preparer with valid PTIN for all 50 states - 10+ years experience in accounting - 5 star…” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: tax preparation outsourcing 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 outsourcing firms.
Partial evidence: Its own public description names part of tax preparation outsourcing 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 outsourcing 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 24 of 7,633 tax preparation outsourcing firms based in the United States

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Tax preparation outsourcing firms based in the United States at a glance

As of Sep 29, 2026

18.1%Verified-email coverage

15.0Average contacts per company

1-10Median size (employees)

2.6%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

5,977

11-50

1,298

51-200

220

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 7,633 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 outsourcing 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 the United States whose own description of what they do matches “tax preparation outsourcing 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 outsourcing 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 outsourcing firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 20,754 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 29, 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 outsourcing firms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names tax preparation outsourcing 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 outsourcing firms are there based in the United States?

RevenueBase identified 7,633 tax preparation outsourcing firms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

H&r Block, headquartered in Kansas City, tops this list with the largest team on record.

Which city has the most tax preparation outsourcing firms?

New York leads with 195 headquartered companies, followed by Houston (168) and Miami (93).

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 20,754 verified decision-maker contacts tracked across these 7,633 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 29, 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.