Company lists · Data refreshed September 2026

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

Name: Tax research and planning firms based in San Diego, 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 company matches for tax research and planning firms associated with San Diego, United States as of September 2026 and tracks 395 professional contacts across them, including 179 with verified work emails. Across the United States, New York is the largest hub for this category (215 companies); San Diego has 88.

This list covers company matches for tax research and planning firms associated with San Diego, 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

88Companies

395Contacts tracked

179Verified emails

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

Ranked by team size

Top 25 of 88 company matches for tax research and planning firms based in San Diego, 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	PKF SAN Diego, LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	52 contacts →
	Exact match “About PKF San Diego, LLP For almost 30 years, PKF San Diego, LLP has been a trusted partner for businesses and individuals, delivering expert financial guidance with a commitment…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	RJS LAW	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	34 contacts →
	Exact match “RJS LAW is San Diego and Southern California’s leading tax law firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	AB Tawil & Associates	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	20 contacts →
	Exact match “AB Tawil & Associates is a San Diego based and fully bilingual (English/Spanish) accounting firm founded in 2006; that offers a full array of accounting, tax, consulting, and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Hone Maxwell LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	18 contacts →
	Exact match “Strong cross-border relationships.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Legacy Park Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	15 contacts →
	Exact match “With LPA, you can keep more of what you earn with proactive tax planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Dallo LAW Group TAX LAW Firm	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	14 contacts →
	Exact match “Dallo Law Group is a boutique tax law firm located in Downtown San Diego, California.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Encore Partners LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	13 contacts →
	Exact match “Our Firm was founded through experience gained while working for a leading global CPA firm, as well as past and present partnerships with many national and global companies.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Wastvedt & Company	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	12 contacts →
	Exact match “Wastvedt & Company, Inc, a CPA and business consulting firm, helps companies and individuals maximize financial opportunities and minimize liability with expert tax planning and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Brotman LAW	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	10 contacts →
	Exact match “Brotman Law is the tax law firm built for businesses, their officers, and their owners.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Coastal TAX Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	10 contacts →
	Exact match “Coastal Tax Advisors takes pride by offering current and strategic tax, consultancy and wealth planning services with a personal touch and attention rarely found in public…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Fitzgerald & Company	Exact match	San Diego, United StatesHQ recorded Sep 22, 2026	11-50	8 contacts →
	Exact match “Services include: Income Tax Preparation for individuals and businesses, for Public Charities, Trade Associations and other Not-for-Profit entities and for Private Foundations…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Thefeld And Associates	Exact match	San Diego, United StatesHQ recorded Sep 22, 2026	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Shapiro & Co., An Accountancy Corporation	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “Since 1993, Shapiro & Co.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Leiman & Associates	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Coleydocter INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Benito & Company, An Accountancy Corporation	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Benito & Company is comprised of dedicated, experienced accounting and tax professionals who have very high standards and enjoy working for a quality CPA firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Blum & Clark, Certified Public Accountants, LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	11-50	5 contacts →
	Exact match “Blum & Clark Certified Public Accountants, LLP is a full service tax and accounting firm based in San Diego, California.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	L.F.Hodge & Associates, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Accounting and tax services” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	SVA TAX Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “SVA is a full-service accounting firm that provides tax, accounting and consulting solutions to a wide range of individuals and businesses.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Correia & Associates, An Accountancy Corporation	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Regal Group CPA	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “We're a full service CPA firm in San Diego, CA providing accounting, payroll processing, financial analysis and tax services to individuals and businesses in a variety of…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Better Credits, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “We help companies scope, calculation, document and defend their research and development tax credits.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Scripps Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Scripps Wealth Management is a Financial Planning & Tax Advisory Firm that has been in business, along with its predecessors, for over 35 years, and not only has the size and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Roadmap TAX Services, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Most high earners and business owners overpay for years.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Stees, Walker & Company, LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “We’re a mission-driven tax planning firm with an abundantly clear reason for being: To increase our clients’ net-worth.” 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 88 tax research and planning firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 179 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 22, 2026

45.3%Verified-email coverage

4.5Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 88 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 San Diego, 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 179 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 San Diego, United States?

RevenueBase identified 88 company matches for tax research and planning firms associated with San Diego, 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?

PKF SAN Diego, LLP 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). San Diego has 88.

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 179 professional contacts with verified work emails tracked across these 88 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.