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 company matches for tax preparation outsourcing firms associated with 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 company matches for tax preparation outsourcing firms 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 29, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built

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 company matches for tax preparation outsourcing firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	H&r Block	Exact match	Kansas City, MO, United StatesHQ recorded Sep 29, 2026	10001+	59,451 contacts →
	Exact match “H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Liberty TAX	Exact match	Hurst, TX, United StatesHQ recorded Sep 29, 2026	n/a	6,260 contacts →
	Exact match “Liberty Tax is income tax preparation at its best: friendly, accurate, and with a money back guarantee.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	RYAN	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	5,001-10,000	6,089 contacts →
	Exact match “Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Block Advisors	Exact match	Kansas City, MO, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,379 contacts →
	Exact match “We are Block Advisors by H&R Block.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Drake Software	Exact match	Franklin, United StatesHQ recorded Sep 29, 2026	501-1,000	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 29, 2026 · View company records in RevenueBase
6	Apercen Partners LLC	Exact match	Palo Alto, CA, United StatesHQ recorded Sep 29, 2026	201-500	399 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Cohesive	Exact match	Exton, PA, United StatesHQ recorded Sep 29, 2026	501-1,000	364 contacts →
	Exact match “Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Advantage ONE TAX Consulting	Exact match	Sterling, VA, United StatesHQ recorded Sep 29, 2026	201-500	347 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Unison Globus	Exact match	Coral Springs, FL, United StatesHQ recorded Sep 29, 2026	201-500	320 contacts →
	Exact match “Unison Globus is a global accounting outsourcing and offshore staffing partner dedicated to supporting CPA firms and accounting professionals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	1-800accountant	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	201-500	320 contacts →
	Exact match “1-800Accoutant is America’s leading virtual accounting firm for small businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Mayatax	Exact match	Houston, TX, United StatesHQ recorded Sep 29, 2026	501-1,000	269 contacts →
	Exact match “Growth exposes financial weakness.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Zenwork, INC	Exact match	Fayetteville, AR, United StatesHQ recorded Sep 29, 2026	51-200	206 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Infinity Globus, A Springline Company	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	201-500	168 contacts →
	Exact match “Infinity Globus, a Springline company, is a leading accounting outsourcing firm with over two decades of industry experience, providing tailored taxation and accounting services…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Geffen Mesher	Exact match	Portland, OR, United StatesHQ recorded Sep 29, 2026	51-200	160 contacts →
	Exact match “We’re a Portland-based accounting firm with a 90+ year legacy, and we’re continuing to grow and evolve every day.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Mize Cpas INC	Exact match	Topeka, KS, United StatesHQ recorded Sep 29, 2026	1,001-5,000	146 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Konnect Books & Taxes- Virtual CFO & USA TAX Consultants	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	145 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Crosslink Professional TAX Solutions	Exact match	Lathrop, CA, United StatesHQ recorded Sep 29, 2026	51-200	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 29, 2026 · View company records in RevenueBase
18	Taxwell	Exact match	Franklin, NC, United StatesHQ recorded Sep 29, 2026	1,001-5,000	136 contacts →
	Exact match “Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software® and TaxAct®.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Crystalvoxx LLC Accounting Services	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	51-200	108 contacts →
	Exact match “CrystalVoxx offers a wide range of accounting and payroll services to suit diverse customer needs [Accounting & Payroll, EMR Integrated Transcription, Revenue Cycle Management,].” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Mytaxfiler	Exact match	Plano, TX, United StatesHQ recorded Sep 29, 2026	51-200	100 contacts →
	Exact match “At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Archer Lewis	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	501-1,000	94 contacts →
	Exact match “Archer Lewis is your local trusted advisor for accounting and tax services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Capactix Business Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	92 contacts →
	Exact match “We are one of the leading offshore companies that offer the best in the industry staffing solutions to CPAs, accounting firms, and other companies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Taxfyle	Exact match	Coconut Grove, FL, United StatesHQ recorded Sep 29, 2026	51-200	91 contacts →
	Exact match “Tickmark’s flagship application, Taxfyle, was launched in 2015 as the “easiest way to file your taxes”.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	George Dimov, CPA	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	90 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 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 preparation outsourcing firms”. 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 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

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 preparation outsourcing firms” 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 20,754 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 29, 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 preparation outsourcing firms by metro

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

How many tax preparation outsourcing firms are there based in the United States?

RevenueBase identified 7,633 company matches for tax preparation outsourcing firms 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?

H&r Block tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most tax preparation outsourcing firms?

New York leads with 195 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 20,754 professional contacts with verified work emails tracked across these 7,633 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 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 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.