Company lists · Data refreshed September 2026

Top 25 Tax research and planning firms based in the United States

Name: Tax research and planning firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 8,895 companies tracked

RevenueBase identified 8,895 tax research and planning firms headquartered in the United States as of September 2026 and tracks 116,151 professional contacts across them, including 30,774 with verified work emails. New York is the largest hub.

This list covers tax research and planning 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 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

8,895Companies

116,151Contacts tracked

30,774Verified emails

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The 25 largest tax research and planning firms based in the United States

Ranked by team size

Top 25 of 8,895 tax research and planning firms based in the 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 research and planning 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	H&r Block	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 22, 2026	10001+	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 22, 2026
2	RYAN	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	5,001-10,000	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 22, 2026
3	PKF O'connor Davies	Partial evidence	Harrison, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,730 contacts →
	Partial evidence “PKF O’Connor Davies is a top-tier accounting, tax and advisory practice with a long history of serving domestic and international clients.” Source: RevenueBase Database · checked Sep 22, 2026
4	Bloomberg BNA	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 22, 2026	1,001-5,000	961 contacts →
	Indirect evidence “Bloomberg BNA is now Bloomberg Industry Group.” Source: RevenueBase Database · checked Sep 22, 2026
5	DMA	Partial evidence	Fort Wayne, IN, United StatesHQ checked Sep 22, 2026	501-1,000	861 contacts →
	Partial evidence “Great Place to Work® Certified™ DMA, a proudly employee-owned company, has been solving corporate tax challenges for its clients since 1972.” Source: RevenueBase Database · checked Sep 22, 2026
6	Sensiba LLP	Partial evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	501-1,000	493 contacts →
	Partial evidence “Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Source: RevenueBase Database · checked Sep 22, 2026
7	Smith Howard	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	501-1,000	413 contacts →
	Partial evidence “Smith + Howard is a tax, accounting, advisory, and consulting firm headquartered in Atlanta, with a global presence.” Source: RevenueBase Database · checked Sep 22, 2026
8	Apercen Partners LLC	Partial evidence	Palo Alto, CA, United StatesHQ checked Sep 22, 2026	201-500	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 22, 2026
9	Cohesive	Indirect evidence	Exton, PA, United StatesHQ checked Sep 22, 2026	501-1,000	364 contacts →
	Indirect evidence “Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Source: RevenueBase Database · checked Sep 22, 2026
10	Advantage ONE TAX Consulting	Partial evidence	Sterling, VA, United StatesHQ checked Sep 22, 2026	201-500	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 22, 2026
11	Squire	Partial evidence	Orem, UT, United StatesHQ checked Sep 22, 2026	201-500	297 contacts →
	Partial evidence “Squire is a nationally recognized audit, tax, and business advisory firm serving clients across the U.S.” Source: RevenueBase Database · checked Sep 22, 2026
12	GTM Global TAX Management	Partial evidence	Wayne, PA, United StatesHQ checked Sep 22, 2026	201-500	281 contacts →
	Partial evidence “GTM is a leading provider of corporate tax services.” Source: RevenueBase Database · checked Sep 22, 2026
13	Mayatax	Indirect evidence	Houston, TX, United StatesHQ checked Sep 22, 2026	501-1,000	269 contacts →
	Indirect evidence “Growth exposes financial weakness.” Source: RevenueBase Database · checked Sep 22, 2026
14	KE Andrews	Partial evidence	Dallas, TX, United StatesHQ checked Sep 22, 2026	201-500	224 contacts →
	Partial evidence “In operation since 1978, KE Andrews is one of the largest state and local tax firms in the country, managing over $500 billion in assets.” Source: RevenueBase Database · checked Sep 22, 2026
15	Abbott, Stringham & Lynch	Indirect evidence	Campbell, CA, United StatesHQ checked Sep 22, 2026	51-200	202 contacts →
	Indirect evidence “ASL works with emerging and middle market privately held businesses to help them thrive in their markets, and with high net worth individuals, such as owners, founders and…” Source: RevenueBase Database · checked Sep 22, 2026
16	MBE Cpas	Partial evidence	Baraboo, WI, United StatesHQ checked Sep 22, 2026	51-200	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 22, 2026
17	Schenck SC	Partial evidence	Appleton, WI, United StatesHQ checked Sep 22, 2026	501-1,000	198 contacts →
	Partial evidence “Schenck SC served clients throughout Wisconsin and beyond for more than 85 years, providing a full range of services including accounting and audit, tax, business consulting…” Source: RevenueBase Database · checked Sep 22, 2026
18	Porte Brown LLC	Indirect evidence	Elk Grove Village, IL, United StatesHQ checked Sep 22, 2026	51-200	191 contacts →
	Indirect evidence “Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois.” Source: RevenueBase Database · checked Sep 22, 2026
19	Incite TAX	Indirect evidence	Draper, UT, United StatesHQ checked Sep 22, 2026	201-500	184 contacts →
	Indirect evidence “Stop overpaying the IRS and start fueling your business passions.” Source: RevenueBase Database · checked Sep 22, 2026
20	Kerkering Barberio	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	51-200	152 contacts →
	Indirect evidence “You need an accounting professional with the benefits of a reputable and resourceful firm.” Source: RevenueBase Database · checked Sep 22, 2026
21	Dannible & Mckee, LLP	Partial evidence	Syracuse, NY, United StatesHQ checked Sep 22, 2026	51-200	149 contacts →
	Partial evidence “Headquartered in Syracuse, New York, Dannible & McKee, LLP has been providing auditing, tax, accounting and strategic advisory services to clients nationwide since 1978.” Source: RevenueBase Database · checked Sep 22, 2026
22	Funaro & CO	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	51-200	146 contacts →
	Indirect evidence “Founded in 1947, Funaro & Co.” Source: RevenueBase Database · checked Sep 22, 2026
23	CCK Strategies	Indirect evidence	Tulsa, OK, United StatesHQ checked Sep 22, 2026	51-200	144 contacts →
	Indirect evidence “CCK STRATEGIES is a business advisory and public accounting firm committed to helping entrepreneurial clients thrive.” Source: RevenueBase Database · checked Sep 22, 2026
24	KWC Cpas	Indirect evidence	Alexandria, VA, United StatesHQ checked Sep 22, 2026	51-200	133 contacts →
	Indirect evidence “KWC is a team of accountants and advisors all dedicated to the founding principle of providing Quality Personal Service.” Source: RevenueBase Database · checked Sep 22, 2026
25	Mcgill, Power, Bell & Associates, LLP	Indirect evidence	Meadville, PA, United StatesHQ checked Sep 22, 2026	51-200	121 contacts →
	Indirect evidence “McGill, Power, Bell & Associates, LLP (“MPB”) is a public accounting firm with five Pennsylvania offices located in the cities of Erie, Franklin, Grove City, Meadville, and…” Source: RevenueBase Database · checked Sep 22, 2026

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 research and planning 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 research and planning firms.
Partial evidence: Its own public description names part of tax research and planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name tax research and planning 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 8,895 tax research and planning firms based in the United States

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Tax research and planning firms based in the United States at a glance

As of Sep 22, 2026

26.5%Verified-email coverage

13.1Average contacts per company

1-10Median size (employees)

2.4%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

6,608

11-50

1,870

51-200

285

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 8,895 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 research and planning 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 research and planning 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 research and planning 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 research and planning 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, 30,774 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 research and planning firms by metro

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 research and planning 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 research and planning firms are there based in the United States?

RevenueBase identified 8,895 tax research and planning 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 research and planning firms?

New York leads with 215 headquartered companies, followed by Houston (185) and Miami (110).

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 30,774 verified decision-maker contacts tracked across these 8,895 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.