Company lists · Data refreshed September 2026

Top 25 Tax research and planning firms based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 88 companies tracked

RevenueBase identified 88 tax research and planning firms headquartered in Atlanta, United States as of September 2026 and tracks 821 professional contacts across them, including 434 with verified work emails. New York is the largest hub.

This list covers tax research and planning firms headquartered in Atlanta, 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

88Companies

821Contacts tracked

434Verified emails

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

Ranked by team size

Top 25 of 88 tax research and planning firms based in Atlanta, 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	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
2	Galeano, Li, Lei, And Villegas, Cpa, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	n/a	44 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
3	Marshall Jones	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	11-50	37 contacts →
	Indirect evidence “Marshall Jones is a CPA firm located in the Buckhead and Alpharetta area of Atlanta, GA.” Source: RevenueBase Database · checked Sep 22, 2026
4	Steele Consulting LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	11-50	33 contacts →
	Partial evidence “Steele Consulting LLC is a national tax consulting firm providing Fortune companies with credentialed, experienced consultants having a high degree of technical tax proficiency.” Source: RevenueBase Database · checked Sep 22, 2026
5	Mendenfreiman LLP	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	11-50	30 contacts →
	Strong evidence “MendenFreiman is a boutique law firm located in Atlanta, Georgia, with a focus on business law, tax planning and controversy, estate planning, and estate and trust administration.” Source: RevenueBase Database · checked Sep 22, 2026
6	Daniel Ahart TAX Service	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	11-50	19 contacts →
	Indirect evidence “Protecting your personal assets has never been more important.” Source: RevenueBase Database · checked Sep 22, 2026
7	EC Barrett	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	11-50	15 contacts →
	Strong evidence “At EC Barrett, we not only provide traditional audit, tax planning and preparation and accounting services, but we have also created a center of excellence for emerging to midsize…” Source: RevenueBase Database · checked Sep 22, 2026
8	Venture CPA & TAX Advisors	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	1-10	9 contacts →
	Partial evidence “Venture CPA was founded in July 2021 with the purpose of helping new startup businesses and small business owners manage their bookkeeping and tax return filings.” Source: RevenueBase Database · checked Sep 22, 2026
9	Michael James Sales TAX Solutions, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	11-50	7 contacts →
	Partial evidence “In this current economic climate, states are ramping up efforts to generate additional tax revenue, whether by offering tax amnesty programs, via legislative initiatives, or more…” Source: RevenueBase Database · checked Sep 22, 2026
10	Schwartz International	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	1-10	7 contacts →
	Partial evidence “Schwartz International is an international tax and business consulting firm that serves companies and individuals.” Source: RevenueBase Database · checked Sep 22, 2026
11	CDRW	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
12	Verner & Associates, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	11-50	7 contacts →
	Partial evidence “Verner & Associates, LLC is tax and accounting strategy firm located in Atlanta, GA.” Source: RevenueBase Database · checked Sep 22, 2026
13	Galat LAW Group, LLC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Strong evidence “We provide tax planning, estate planning, trust planning, and succession planning solutions for individuals and families.” Source: RevenueBase Database · checked Sep 22, 2026
14	Tcpa & Associates, PC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	11-50	6 contacts →
	Indirect evidence “TCPA & ASSOCIATES, PC provides a broad range of services to help our clients efficiently operate their businesses and plan for their financial futures.” Source: RevenueBase Database · checked Sep 22, 2026
15	TAX Sherpa	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Partial evidence “Welcome to Tax Sherpa – your trusted compass in the intricate world of taxes!” Source: RevenueBase Database · checked Sep 22, 2026
16	Distinct TAX Consulting Group	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	1-10	5 contacts →
	Partial evidence “Distinct Tax Consulting Group is not your average tax consulting firm.” Source: RevenueBase Database · checked Sep 22, 2026
17	Loblolly Solutions	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	11-50	4 contacts →
	Indirect evidence “Loblolly Solutions was created with the focus being on adding value to every client relationship.” Source: RevenueBase Database · checked Sep 22, 2026
18	Advanta TAX Advisors, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Partial evidence “Tax Technical Advisors with Entrepreneurial Passion, Dedication & Expertise Clients choose Advanta Tax Advisors because they know they will receive sound tax advice from an…” Source: RevenueBase Database · checked Sep 22, 2026
19	RBA TAX Advisors	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Partial evidence “We are expert tax advisors committed to helping women business owners and entrepreneurs reduce their tax liability so they can commit more resources to making a positive impact on…” Source: RevenueBase Database · checked Sep 22, 2026
20	King Of Kings Business & TAX Advisory Firm	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	11-50	4 contacts →
	Partial evidence “King of Kings Business and Tax Advisory Empowering Businesses, Law Firms, and Individuals to Achieve Financial Clarity and Growth At King of Kings Business and Tax Advisory, we…” Source: RevenueBase Database · checked Sep 22, 2026
21	The Ultimate TAX Experience	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Partial evidence “ABOUT THE ULTIMATE TAX EXPERIENCE Taxes With a Twist The Ultimate Tax Experience, LLC is a full service tax and accounting firm located in Atlanta, GA.” Source: RevenueBase Database · checked Sep 22, 2026
22	Otemanu Group	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Strong evidence “Otemanu Group offers strategic tax planning for high net worth individuals and companies around the U.S.” Source: RevenueBase Database · checked Sep 22, 2026
23	Jonze & Associates	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Partial evidence “Jonze & Associates, LLC was started to provide a different approach to tax services – one with compassion and understanding.” Source: RevenueBase Database · checked Sep 22, 2026
24	The Gartzman LAW Firm, PC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Partial evidence “THE GARTZMAN LAW FIRM, P.C- Atlanta Tax Attorney, IRS/State Tax Problems, Tax Returns Jeffrey S.” Source: RevenueBase Database · checked Sep 22, 2026
25	Abundant Returns TAX Services	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	11-50	3 contacts →
	Partial evidence “30+ Years of Proactive Tax Strategy & Financial Guidance For over 30+ years, Abundant Returns Tax Services has helped business owners and individuals solve complex financial…” 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 88 tax research and planning firms based in Atlanta, United States

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

As of Sep 22, 2026

52.9%Verified-email coverage

9.3Average contacts per company

1-10Median size (employees)

244.3%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

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 Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 88 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 Atlanta, 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 Atlanta 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, 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 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 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 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 Atlanta, United States?

RevenueBase identified 88 tax research and planning firms headquartered in Atlanta, 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?

Smith Howard, headquartered in Atlanta, 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 434 verified decision-maker contacts tracked across these 88 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.