Company lists · Data refreshed September 2026

Top 19 Tax preparation services for investment firms based in New York, United States

Name: Tax preparation services for investment firms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 159 companies tracked

RevenueBase identified 159 company matches for tax preparation services for investment firms associated with New York, United States as of September 2026 and tracks 3,674 professional contacts across them, including 703 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for tax preparation services for investment firms associated with New York, 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

159Companies

3,674Contacts tracked

703Verified emails

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The 19 largest tax preparation services for investment firms based in New York, United States

Ranked by team size

Top 19 of 159 company matches for tax preparation services for investment firms based in New York, 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	Anchin	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	501-1,000	602 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Jade Fiducial	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	114 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Farkouh, Furman & Faccio LLP	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	59 contacts →
	Exact match “Our mission is to become your trusted business advisors, assisting you in every way necessary to help you achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Bright TAX	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	55 contacts →
	Exact match “With clients in every country worldwide, Bright!Tax is the go-to cloud-based US expat tax prep firm most sought after by the 10 million Americans who are living abroad.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Quantinno Capital Management	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	51-200	43 contacts →
	Exact match “Founded in 2018, Quantinno Capital Management aims to deliver customized, tax-optimized managed account solutions designed to enhance the after-tax wealth for sophisticated…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Online Taxman	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	35 contacts →
	Exact match “We believe that filing your US tax return should be easy and painless, no matter where you are in the world.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	FTS US INC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	23 contacts →
	Exact match “FTS is the only tax firm exclusively dedicated to the Alternative Investment Industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Evolved, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	22 contacts →
	Exact match “With offices in New York City, Philadelphia and Stamford, Evolved is a fast-growing tax compliance and business advisory firm that serves startups, small businesses, private…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Protax Consulting Services	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1-10	20 contacts →
	Exact match “Established in March 2001, Protax Consulting Services specializes in international individual U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	The Holtz Group-Sl TAX Centers	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	13 contacts →
	Exact match “Since 1970, we have worked with thousands of individuals and small businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	C. York Cpa, PC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1-10	12 contacts →
	Exact match “For over 40 years, C.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Braverman CPA PC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	11-50	9 contacts →
	Exact match “Smart ideas for brilliant clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	ONE Advisors & Accountants INC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “ONE is dedicated to serving the accounting and tax needs of small to mid-sized businesses and individuals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	KPM Business Solutions LLC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “With more than 20 years of experience KPM Business offers accounting, business consulting, tax services and more, all with the goal of providing you and your company with a better…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Beacon CPA	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “Beacon CPA is a boutique accounting firm that provides clients from around the globe with U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Taxbizpro LLC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “Tax Firm specializing in multi-member real estate transactions, corporate tax restructuring, tax strategies for corporation, subsidiaries, LLC and trusts.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Ditsky Strategic	Exact match	New York, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Ditsky Strategic is a full service small business advisory and tax optimization firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	SBS TAX & Consulting Services, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “SBS Tax & Consulting Services, LLC is a New York City–based tax and consulting firm dedicated to helping small businesses and entrepreneurs gain clarity, confidence, and control…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	MP Taxes Online	Exact match	New York, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Welcome to MP Taxes Online, your go-to solution for tax preparation, business accounting, and financial guidance.” 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 services for investment 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 19 of 159 tax preparation services for investment firms based in New York, United States

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Tax preparation services for investment firms based in New York, United States at a glance

As of Sep 29, 2026

19.1%Verified-email coverage

23.1Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

119

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 159 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 New York, United States whose business descriptions match “tax preparation services for investment 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 703 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 services for investment firms by metro in the United States

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 services for investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many tax preparation services for investment firms are there based in New York, United States?

RevenueBase identified 159 company matches for tax preparation services for investment firms associated with New York, 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?

Anchin tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most tax preparation services for investment firms?

New York leads the United States with 163 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 703 professional contacts with verified work emails tracked across these 159 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.