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 company matches for tax research and planning firms associated with 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 company matches for tax research and planning firms associated with the 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 22, 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 22, 2026 How this list was built

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 company matches for tax research and planning firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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	H&r Block	Exact match	Kansas City, MO, United StatesHQ recorded Sep 22, 2026	10001+	59,451 contacts →
	Exact match “H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	RYAN	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	5,001-10,000	6,089 contacts →
	Exact match “Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	PKF O'connor Davies	Exact match	Harrison, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	1,730 contacts →
	Exact match “PKF O’Connor Davies is a top-tier accounting, tax and advisory practice with a long history of serving domestic and international clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Bloomberg BNA	Exact match	Arlington, VA, United StatesHQ recorded Sep 22, 2026	1,001-5,000	961 contacts →
	Exact match “Bloomberg BNA is now Bloomberg Industry Group.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	DMA	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 22, 2026	501-1,000	861 contacts →
	Exact match “Great Place to Work® Certified™ DMA, a proudly employee-owned company, has been solving corporate tax challenges for its clients since 1972.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Sensiba LLP	Exact match	San Jose, CA, United StatesHQ recorded Sep 22, 2026	501-1,000	493 contacts →
	Exact match “Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Smith Howard	Exact match	Atlanta, GA, United StatesHQ recorded Sep 22, 2026	501-1,000	413 contacts →
	Exact match “Smith + Howard is a tax, accounting, advisory, and consulting firm headquartered in Atlanta, with a global presence.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Apercen Partners LLC	Exact match	Palo Alto, CA, United StatesHQ recorded Sep 22, 2026	201-500	399 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Cohesive	Exact match	Exton, PA, United StatesHQ recorded Sep 22, 2026	501-1,000	364 contacts →
	Exact match “Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Advantage ONE TAX Consulting	Exact match	Sterling, VA, United StatesHQ recorded Sep 22, 2026	201-500	347 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Squire	Exact match	Orem, UT, United StatesHQ recorded Sep 22, 2026	201-500	297 contacts →
	Exact match “Squire is a nationally recognized audit, tax, and business advisory firm serving clients across the U.S.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	GTM Global TAX Management	Exact match	Wayne, PA, United StatesHQ recorded Sep 22, 2026	201-500	281 contacts →
	Exact match “GTM is a leading provider of corporate tax services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Mayatax	Exact match	Houston, TX, United StatesHQ recorded Sep 22, 2026	501-1,000	269 contacts →
	Exact match “Growth exposes financial weakness.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	KE Andrews	Exact match	Dallas, TX, United StatesHQ recorded Sep 22, 2026	201-500	224 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Abbott, Stringham & Lynch	Exact match	Campbell, CA, United StatesHQ recorded Sep 22, 2026	51-200	202 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	MBE Cpas	Exact match	Baraboo, WI, United StatesHQ recorded Sep 22, 2026	51-200	201 contacts →
	Exact match “We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Schenck SC	Exact match	Appleton, WI, United StatesHQ recorded Sep 22, 2026	501-1,000	198 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Porte Brown LLC	Exact match	Elk Grove Village, IL, United StatesHQ recorded Sep 22, 2026	51-200	191 contacts →
	Exact match “Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Incite TAX	Exact match	Draper, UT, United StatesHQ recorded Sep 22, 2026	201-500	184 contacts →
	Exact match “Stop overpaying the IRS and start fueling your business passions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Kerkering Barberio	Exact match	Sarasota, FL, United StatesHQ recorded Sep 22, 2026	51-200	152 contacts →
	Exact match “You need an accounting professional with the benefits of a reputable and resourceful firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Dannible & Mckee, LLP	Exact match	Syracuse, NY, United StatesHQ recorded Sep 22, 2026	51-200	149 contacts →
	Exact match “Headquartered in Syracuse, New York, Dannible & McKee, LLP has been providing auditing, tax, accounting and strategic advisory services to clients nationwide since 1978.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Funaro & CO	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	51-200	146 contacts →
	Exact match “Founded in 1947, Funaro & Co.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	CCK Strategies	Exact match	Tulsa, OK, United StatesHQ recorded Sep 22, 2026	51-200	144 contacts →
	Exact match “CCK STRATEGIES is a business advisory and public accounting firm committed to helping entrepreneurial clients thrive.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	KWC Cpas	Exact match	Alexandria, VA, United StatesHQ recorded Sep 22, 2026	51-200	133 contacts →
	Exact match “KWC is a team of accountants and advisors all dedicated to the founding principle of providing Quality Personal Service.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Mcgill, Power, Bell & Associates, LLP	Exact match	Meadville, PA, United StatesHQ recorded Sep 22, 2026	51-200	121 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 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 research and planning 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 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)

2.5%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

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 the United States whose business descriptions match “tax research and planning 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 30,774 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 22, 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 research and planning firms by metro

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 research and planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 8,895 company matches for tax research and planning firms associated with the 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?

H&r Block tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most tax research and planning firms?

New York leads with 223 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 30,774 professional contacts with verified work emails tracked across these 8,895 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 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 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.