Company lists · Data refreshed September 2026
Top 25 Tax preparation outsourcing services based in the United States
RevenueBase identified 6,269 tax preparation outsourcing services headquartered in the United States as of September 2026 and tracks 99,744 professional contacts across them, including 17,800 with verified work emails. New York is the largest hub.
This list covers tax preparation outsourcing services 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.
The 25 largest tax preparation outsourcing services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,379 contacts → | ||||
Indirect evidence “We are Block Advisors by H&R Block.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 364 contacts → | ||||
Indirect evidence “Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 269 contacts → | ||||
Indirect evidence “Growth exposes financial weakness.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 100 contacts → | ||||
Strong evidence “At MyTaxFiler, we offer more than just tax preparation-we provide peace of mind.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 94 contacts → | ||||
Partial evidence “Archer Lewis is your local trusted advisor for accounting and tax services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 85 contacts → | ||||
Partial evidence “Crescent Tax Filing, Inc- Your Trusted Partner in US #Tax Services for Over 7 Years Welcome to Crescent Tax Filing, Inc, your go-to destination for comprehensive US Tax…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 79 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 78 contacts → | ||||
Strong evidence “Tax Consulting Services Individual Tax Return Preparation * Electronic Filing * Refund Anticipation Loans * Same Day Refund Anticipation Loans * Refund Anticipation Checks * State…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 77 contacts → | ||||
Partial evidence “Colbert/Ball Tax Service understands that whenever a customer visits their location for service, the client will be immediately assisted by a trained professional.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 64 contacts → | ||||
Partial evidence “As the area’s largest full-service CPA firm, we are uniquely qualified to handle the most challenging tax issues as well as prepare simple returns in a cost-effective manner.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 62 contacts → | ||||
Partial evidence “Welcome to CRSP Connect, your trusted partner in outsourcing and offshore staffing solutions, tailored for Certified Public Accountants, Enrolled Agents, accounting firms, and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 60 contacts → | ||||
Partial evidence “Founded in 1991, Santa Barbara Tax Products Group (sbtpg) became a Green Dot company in 2014.” Source: RevenueBase Database · checked Sep 29, 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 outsourcing services. 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 services.
- Partial evidence
- Its own public description names part of tax preparation outsourcing services, 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 services. 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 6,269 tax preparation outsourcing services based in the United States
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Tax preparation outsourcing services based in the United States at a glance
As of Sep 29, 2026Companies by employee count
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 6,269 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 services, 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 services”. 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 services), 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 services, 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, 17,800 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 services by metro
- Tax preparation outsourcing services in New York156
- Tax preparation outsourcing services in Houston144
- Tax preparation outsourcing services in Miami75
- Tax preparation outsourcing services in Chicago73
- Tax preparation outsourcing services in Los Angeles61
- Tax preparation outsourcing services in Atlanta59
- Tax preparation outsourcing services in Austin59
- Tax preparation outsourcing services in Dallas59
- Tax preparation outsourcing services in San Diego56
- Tax preparation outsourcing services in Orlando45
- Tax preparation outsourcing services in Charlotte44
- Tax preparation outsourcing services in Las Vegas40
- Tax preparation outsourcing services in Phoenix31
- Tax preparation outsourcing services in San Francisco29
- Tax preparation outsourcing services in Tampa28
- Tax preparation outsourcing services in Seattle27
- Tax preparation outsourcing services in Portland26
- Tax preparation outsourcing services in Denver25
- Tax preparation outsourcing services in Plano25
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 services, 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 services are there based in the United States?
RevenueBase identified 6,269 tax preparation outsourcing services 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 services?
New York leads with 156 headquartered companies, followed by Houston (144) and Miami (75).
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 17,800 verified decision-maker contacts tracked across these 6,269 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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Tax preparation outsourcing services by geography
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- Tax preparation outsourcing services based in New Delhi, India
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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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