Company lists · Data refreshed September 2026
Top 25 Tax preparation services for investment firms based in the United States
RevenueBase identified 6,509 tax preparation services for investment firms headquartered in the United States as of September 2026 and tracks 98,142 professional contacts across them, including 17,152 with verified work emails. New York is the largest hub.
This list covers tax preparation services for investment 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.
The 25 largest tax preparation services for investment firms 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 | 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. | |||||
| 3 | 641 contacts → | ||||
Indirect evidence “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 602 contacts → | ||||
Partial evidence “Effective July 1, 2026, Anchin combined with Baker Tilly, a leading advisory, tax, and assurance firm with a national and global presence across major U.S.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 269 contacts → | ||||
Indirect evidence “Growth exposes financial weakness.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 229 contacts → | ||||
Partial evidence “Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 201 contacts → | ||||
Partial evidence “We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 118 contacts → | ||||
Indirect evidence “Since 1985, we’ve built a firm where clients receive the highest quality of services, where our people play an important role as they grow professionally and where we as a firm…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 114 contacts → | ||||
Partial evidence “Advisory & Tax Services With 14 Offices in the USA, located in Atlanta, Boston, Chicago, Dallas, Fort Lauderdale, Houston, Los Angeles, Miami, New York, Orlando, Palo Alto, San…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 109 contacts → | ||||
Partial evidence “Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 104 contacts → | ||||
Partial evidence “Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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. | |||||
| 16 | 91 contacts → | ||||
Indirect evidence “Our mission is to provide our clients with the best in professional services, with an authentic personal approach.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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. | |||||
| 18 | 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. | |||||
| 19 | 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. | |||||
| 20 | 70 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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. | |||||
| 22 | 61 contacts → | ||||
Indirect evidence “Navolio & Tallman LLP offers both the technical expertise of a “Big Four” accounting firm and the personalized client service only a smaller firm provides.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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. | |||||
| 24 | 59 contacts → | ||||
Indirect evidence “Our mission is to become your trusted business advisors, assisting you in every way necessary to help you achieve your financial goals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 58 contacts → | ||||
Indirect evidence “The partners and staff at Wheeler Accountants (WCPA - formerly LMGW) combine to offer a full range of audit, accounting, taxation, consulting and compliance services for our…” 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 services for investment 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 services for investment firms.
- Partial evidence
- Its own public description names part of tax preparation services for investment 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 services for investment 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 6,509 tax preparation services for investment firms based in the United States
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Tax preparation services for investment firms 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 6,509 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 services for investment 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 services for investment 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 services for investment 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 services for investment 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, 17,152 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 services for investment firms by metro
- Tax preparation services for investment firms in New York163
- Tax preparation services for investment firms in Houston122
- Tax preparation services for investment firms in Miami77
- Tax preparation services for investment firms in Los Angeles68
- Tax preparation services for investment firms in Atlanta67
- Tax preparation services for investment firms in Chicago65
- Tax preparation services for investment firms in Dallas61
- Tax preparation services for investment firms in Austin58
- Tax preparation services for investment firms in San Diego56
- Tax preparation services for investment firms in Charlotte46
- Tax preparation services for investment firms in Las Vegas42
- Tax preparation services for investment firms in Orlando42
- Tax preparation services for investment firms in San Francisco37
- Tax preparation services for investment firms in Irvine34
- Tax preparation services for investment firms in Tampa33
- Tax preparation services for investment firms in San Antonio30
- Tax preparation services for investment firms in Seattle30
- Tax preparation services for investment firms in Denver28
- Tax preparation services for investment firms in Portland28
- Tax preparation services for investment firms in Scottsdale26
- Tax preparation services for investment firms in Phoenix25
- Tax preparation services for investment firms in San Jose25
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 services for investment 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 services for investment firms are there based in the United States?
RevenueBase identified 6,509 tax preparation services for investment 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 services for investment firms?
New York leads with 163 headquartered companies, followed by Houston (122) and Miami (77).
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 17,152 verified decision-maker contacts tracked across these 6,509 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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Download this list →Related lists
Tax preparation services for investment firms by geography
- Tax preparation services for investment firms based in Calgary, Canada
- Tax preparation services for investment firms based in Mississauga, Canada
- Tax preparation services for investment firms based in Toronto, Canada
- Tax preparation services for investment firms based in Berlin, Germany
- Tax preparation services for investment firms based in Hamburg, Germany
- Tax preparation services for investment firms based in London, United Kingdom
- Tax preparation services for investment firms based in Atlanta, United States
- Tax preparation services for investment firms based in Austin, United States
- Tax preparation services for investment firms based in Charlotte, United States
- Tax preparation services for investment firms based in Chicago, United States
- Tax preparation services for investment firms based in Dallas, United States
- Tax preparation services for investment firms based in Denver, United States
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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