Company lists · Data refreshed September 2026

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

RevenueBase identified 93 company matches for tax research and planning firms associated with Dallas, United States as of September 2026 and tracks 6,591 professional contacts across them, including 4,223 with verified work emails. Across the United States, New York is the largest hub for this category (215 companies); Dallas has 93.

This list covers company matches for tax research and planning firms associated with Dallas, 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
93Companies
6,591Contacts tracked
4,223Verified emails
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The 25 largest tax research and planning firms based in Dallas, United States

Ranked by team size
Top 25 of 93 company matches for tax research and planning firms based in Dallas, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20265,001-10,0006,089 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
2Exact matchDallas, TX, United StatesHQ recorded Sep 22, 202611-5074 contacts →

Exact match

“SST Accountants & Consultants provides tax, audit, accounting, and business advisory services to privately-held businesses and individuals.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3Exact matchDallas, TX, United StatesHQ recorded Sep 22, 202651-20037 contacts →

Exact match

“Invoke Tax Partners delivers state and local tax solutions to corporations across the nation.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4Exact matchDallas, TX, United StatesHQ recorded Sep 22, 202611-5036 contacts →

Exact match

“Taxes redefined by empathy.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5Exact matchDallas, TX, United StatesHQ recorded Sep 22, 202611-5024 contacts →

Exact match

“Gurian PLLC, a Dallas CPA firm, provides exceptional accounting and CPA services to individuals and business owners with varying financial needs.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6Exact matchDallas, TX, United StatesHQ recorded Sep 22, 202611-5019 contacts →

Exact match

“Candy & Schonwald was formed in May 1976, by Jerry A.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7Exact matchDallas, TX, United StatesHQ recorded Sep 22, 202611-5011 contacts →

Exact match

“Founded in 1974, GMA provides tangible personal property and real estate tax consulting services to business and property owners locally and nationwide.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8Exact matchDallas, TX, United StatesHQ recorded Sep 22, 202611-5011 contacts →

Exact match

“Badu Tax Services, LLC is a CPA firm that offers a comprehensive set of tax services including tax preparation, tax planning, and tax representation.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-108 contacts →

Exact match

“Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10Exact matchDallas, TX, United StatesHQ recorded Sep 22, 202611-507 contacts →

Exact match

“Our mission is simple: Here at Necomitt Financial Services, we aim to provide trustworthy, secure tax services by offering a wide variety of assistance to meet the specific needs…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11Exact matchDallas, TX, United StatesHQ recorded Sep 22, 202611-506 contacts →

Exact match

“We are a Dallas CPA firm that has been focused on serving businesses and high net worth clients for more than 35 years.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-106 contacts →

Exact match

“Pulliam & Cable, P.C.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-106 contacts →

Exact match

“Advisors of Complex Tax, Accounting and Financial Matters The Burns Firm, Ltd.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-105 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-105 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-105 contacts →

Exact match

“For over 35 years, our clients have benefited from the quality service, professional accounting and financial guidance we provide.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-105 contacts →

Exact match

“Our accounting firm was founded in Dallas, Texas in 1981, and has been in operation in the Dallas area since that time.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-105 contacts →

Exact match

“R.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-104 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-104 contacts →

Exact match

“Cash paid out for taxes is cash not available to grow your business.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-104 contacts →

Exact match

“We provide tax, accounting and consulting services for high net worth individuals and closely held businesses.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-103 contacts →

Exact match

“EXPERIENCE: Our technical tax and legal expertise has provided our clients real results.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-103 contacts →

Exact match

“Commercial Real Estate Tax Consulting is All We Do.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-103 contacts →

Exact match

“State Tax Group, LLC is an award-winning boutique state and local tax consulting advisory services.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25Exact matchDallas, TX, United StatesHQ recorded Sep 22, 20261-103 contacts →

Exact match

“Tax Planning & Strategy.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase

Showing 25 of 93 tax research and planning firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 4,223 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 22, 2026
64.1%Verified-email coverage
70.9Average contacts per company
1-10Median size (employees)
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
64
11-50
23
51-200
4
5,001-10,000
1

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 93 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 Dallas, 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 4,223 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 in the United States

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 Dallas, United States?

RevenueBase identified 93 company matches for tax research and planning firms associated with Dallas, 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?

RYAN tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most tax research and planning firms?

New York leads the United States with 215 company records, followed by Houston (185) and Miami (110). Dallas has 93.

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 4,223 professional contacts with verified work emails tracked across these 93 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.