Company lists · Data refreshed September 2026

Top 25 Tax preparation services based in San Diego, United States

RevenueBase identified 72 tax preparation services headquartered in San Diego, United States as of September 2026 and tracks 234 professional contacts across them, including 80 with verified work emails. New York is the largest hub.

This list covers tax preparation services headquartered in San Diego, 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 22, 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 22, 2026 86% judged on-target in blind review
72Companies
234Contacts tracked
80Verified emails
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The 25 largest tax preparation services based in San Diego, United States

Ranked by team size
Top 25 of 72 tax preparation services based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to tax preparation services: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Diego, CA, United StatesHQ checked Sep 22, 202611-5015 contacts →

Partial evidence

“With LPA, you can keep more of what you earn with proactive tax planning.”

Source: RevenueBase Database · checked Sep 22, 2026
2Partial evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-1014 contacts →

Partial evidence

“Welcome to Office Tax Services!”

Source: RevenueBase Database · checked Sep 22, 2026
3Partial evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-1012 contacts →

Partial evidence

“Flux Accounting is a growing accounting and tax service company specializing in small business solutions.”

Source: RevenueBase Database · checked Sep 22, 2026
4Partial evidenceSan Diego, CA, United StatesHQ checked Sep 22, 202611-5012 contacts →

Partial evidence

“Wastvedt & Company, Inc, a CPA and business consulting firm, helps companies and individuals maximize financial opportunities and minimize liability with expert tax planning and…”

Source: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 22, 202611-5012 contacts →

Indirect evidence

“Profitwise Accounting & Advisory is a cloud-based accounting firm helping MSPs and growth-focused businesses gain greater financial clarity, confidence, and support through…”

Source: RevenueBase Database · checked Sep 22, 2026
6Strong evidenceSan Diego, United StatesHQ checked Sep 22, 202611-508 contacts →

Strong evidence

“Services include: Income Tax Preparation for individuals and businesses, for Public Charities, Trade Associations and other Not-for-Profit entities and for Private Foundations…”

Source: RevenueBase Database · checked Sep 22, 2026
7Indirect evidenceSan Diego, United StatesHQ checked Sep 22, 202611-507 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
8Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-107 contacts →

Indirect evidence

“Since 1993, Shapiro & Co.”

Source: RevenueBase Database · checked Sep 22, 2026
9Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-107 contacts →

Indirect evidence

“Founded in by Ronald M.”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-105 contacts →

Indirect evidence

“Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality.”

Source: RevenueBase Database · checked Sep 22, 2026
12Strong evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-105 contacts →

Strong evidence

Tax Preparation | Business Compliance We have a variety of services available to simplify your tax preparation and business compliance and the innovative resources necessary to…”

Source: RevenueBase Database · checked Sep 22, 2026
13Partial evidenceSan Diego, CA, United StatesHQ checked Sep 22, 202611-505 contacts →

Partial evidence

“Blum & Clark Certified Public Accountants, LLP is a full service tax and accounting firm based in San Diego, California.”

Source: RevenueBase Database · checked Sep 22, 2026
14Partial evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-104 contacts →

Partial evidence

“Accounting and tax services”

Source: RevenueBase Database · checked Sep 22, 2026
15Strong evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-104 contacts →

Strong evidence

“San Diego CPA firm and accountant, Yenor and Associates is a Certified Public Accountant offering tax return services, tax preparation services, bookkeeping services, CFO services…”

Source: RevenueBase Database · checked Sep 22, 2026
16Partial evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-104 contacts →

Partial evidence

“SVA is a full-service accounting firm that provides tax, accounting and consulting solutions to a wide range of individuals and businesses.”

Source: RevenueBase Database · checked Sep 22, 2026
17Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
18Partial evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-103 contacts →

Partial evidence

“Daniel Lu CPA is a full-service tax & accounting firm based in San Diego, California.”

Source: RevenueBase Database · checked Sep 22, 2026
19Partial evidenceSan Diego, CA, United StatesHQ checked Sep 22, 202611-502 contacts →

Partial evidence

“McDaniel Tax & Administrative Services is a provider of solutions to tax related issues and business problems rather than simply a provider of compliance and compilation work.”

Source: RevenueBase Database · checked Sep 22, 2026
20Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
21Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
22Strong evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-102 contacts →

Strong evidence

Tax preparation and controversy services.”

Source: RevenueBase Database · checked Sep 22, 2026
23Partial evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-102 contacts →

Partial evidence

“We provide professional Accounting and Tax services to small and medium-sized companies and not-for-profit organizations.”

Source: RevenueBase Database · checked Sep 22, 2026
24Partial evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-102 contacts →

Partial evidence

“Business & Individual Taxation - Financial Reporting - Accounting & Bookkeeping Services - Tax Planning - Business Formation - Business Consultation - Payroll Services”

Source: RevenueBase Database · checked Sep 22, 2026
25Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 22, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 72 tax preparation services based in San Diego, United States

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Tax preparation services based in San Diego, United States at a glance

As of Sep 22, 2026
34.2%Verified-email coverage
3.2Average contacts per company
1-10Median size (employees)
286.1%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
62
11-50
10

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 72 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, 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 San Diego, United States whose own description of what they do matches “tax preparation 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 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 services, and records with no verified work email. Companies headquartered outside San Diego 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, 80 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 22, 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 by metro in the United States

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, 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 are there based in San Diego, United States?

RevenueBase identified 72 tax preparation services headquartered in San Diego, 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?

Legacy Park Advisors, headquartered in San Diego, tops this list with the largest team on record.

Which city has the most tax preparation services?

New York leads with 206 headquartered companies, followed by Houston (204) and Miami (104).

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 80 verified decision-maker contacts tracked across these 72 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 22, 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.