Company lists · Data refreshed September 2026

Top 25 Tax preparation software firms based in the United States

RevenueBase identified 573 tax preparation software firms headquartered in the United States as of September 2026 and tracks 12,545 professional contacts across them, including 1,434 with verified work emails. Houston is the largest hub.

This list covers tax preparation software 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
573Companies
12,545Contacts tracked
1,434Verified emails
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The 25 largest tax preparation software firms based in the United States

Ranked by team size
Top 25 of 573 tax preparation software firms based in the United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to tax preparation software firms: 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
1Indirect evidenceKansas City, MO, United StatesHQ checked Sep 29, 20261,001-5,0001,379 contacts →

Indirect evidence

“We are Block Advisors by H&R Block.”

Source: RevenueBase Database · checked Sep 29, 2026
2Strong evidenceFranklin, United StatesHQ checked Sep 29, 2026501-1,000561 contacts →

Strong evidence

“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.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 202651-200361 contacts →

Partial evidence

“TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceIrvine, CA, United StatesHQ checked Sep 29, 2026501-1,000289 contacts →

Indirect evidence

“SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceLathrop, CA, United StatesHQ checked Sep 29, 202651-200136 contacts →

Strong evidence

“CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.”

Source: RevenueBase Database · checked Sep 29, 2026
6Strong evidenceFranklin, NC, United StatesHQ checked Sep 29, 20261,001-5,000136 contacts →

Strong 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, 2026
7Strong evidenceCollege Station, TX, United StatesHQ checked Sep 29, 202611-50104 contacts →

Strong evidence

“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202651-20079 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, 2026
9Strong evidenceDelray Beach, FL, United StatesHQ checked Sep 29, 202611-5071 contacts →

Strong evidence

“Sigma Tax Pro serves professional Tax Preparers, Accountants, and CPAs with industry-leading software solutions.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceLa Jolla, CA, United StatesHQ checked Sep 29, 20261,001-5,00060 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, 2026
11Partial evidenceClifton, NJ, United StatesHQ checked Sep 29, 202611-5032 contacts →

Partial evidence

“For many years PRECISION ACCOUNTING has been helping individuals, families and small businesses in the community prepare their taxes.”

Source: RevenueBase Database · checked Sep 29, 2026
12Strong evidenceBirmingham, AL, United StatesHQ checked Sep 29, 202611-5029 contacts →

Strong evidence

“Provide tax preparation and planning services to businesses and individuals.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceTerre Haute, IN, United StatesHQ checked Sep 29, 202611-5026 contacts →

Partial evidence

“We are the Tax Professionals, we know the tax law.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceOxnard, CA, United StatesHQ checked Sep 29, 202611-5023 contacts →

Partial evidence

“FileYourTaxes.com is a faster, convenient, contemporary, and hassle-free way to file taxes.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 29, 202611-5022 contacts →

Indirect evidence

“Who Are We?”

Source: RevenueBase Database · checked Sep 29, 2026
16Strong evidenceReno, NV, United StatesHQ checked Sep 29, 202611-5018 contacts →

Strong evidence

“Thanks to our DIY intuitive tax software, US expat taxes couldn't be easier or faster.”

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidenceMountain View, CA, United StatesHQ checked Sep 29, 202611-5017 contacts →

Strong evidence

“Neo.Tax is building the easiest and most accurate tax filing and automation software.”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceAthens, GA, United StatesHQ checked Sep 29, 20261-1013 contacts →

Partial evidence

“Whether you need help with your tax returns, assistance with back-office accounting, or financial advice and guidance for your business, you can trust our team’s expertise and…”

Source: RevenueBase Database · checked Sep 29, 2026
19Strong evidenceLa Mesa, CA, United StatesHQ checked Sep 29, 202611-5012 contacts →

Strong evidence

“J Bravo & Associates is a full service tax preparation firm focusing on entrepreneurs and real estate professionals.”

Source: RevenueBase Database · checked Sep 29, 2026
20Strong evidenceMoorestown, NJ, United StatesHQ checked Sep 29, 20261-1012 contacts →

Strong evidence

“PCG is a full service tax preparation firm that specializes in individual tax preparation and small business tax returns.”

Source: RevenueBase Database · checked Sep 29, 2026
21Strong evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-1012 contacts →

Strong evidence

“Business and Individual tax planning and tax preparation.”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceAlbany, NY, United StatesHQ checked Sep 29, 20261-1011 contacts →

Partial evidence

“The best investment and financial advice is informed by understanding each client’s income tax circumstances.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceAnn Arbor, MI, United StatesHQ checked Sep 29, 202651-20011 contacts →

Partial evidence

“SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients…”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceYonkers, NY, United StatesHQ checked Sep 29, 20261-1011 contacts →

Indirect evidence

“J.”

Source: RevenueBase Database · checked Sep 29, 2026
25Strong evidenceUpland, CA, United StatesHQ checked Sep 29, 202611-5011 contacts →

Strong evidence

“Taxware Systems has been developing tax software for 40 years.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 573 tax preparation software firms based in the United States

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Tax preparation software firms based in the United States at a glance

As of Sep 29, 2026
11.4%Verified-email coverage
21.9Average contacts per company
1-10Median size (employees)
3.1%Largest-city concentration · Houston
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
415
11-50
120
51-200
21
201-500
7
501-1,000
2
1,001-5,000
3
5,001-10,000
1

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 573 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 software 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 software 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 software 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 software 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, 1,434 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.

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 software 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 software firms are there based in the United States?

RevenueBase identified 573 tax preparation software 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?

Block Advisors, headquartered in Kansas City, tops this list with the largest team on record.

Which city has the most tax preparation software firms?

Houston leads with 18 headquartered companies, followed by New York (15) and Atlanta (11).

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 1,434 verified decision-maker contacts tracked across these 573 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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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.