Company lists · Data refreshed September 2026

Top 25 Tax software consulting firms based in the United States

Name: Tax software consulting 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 29, 2026 7,065 companies tracked

RevenueBase identified 7,065 company matches for tax software consulting firms associated with the United States as of September 2026 and tracks 115,197 professional contacts across them, including 25,953 with verified work emails. New York is the largest hub.

This list covers company matches for tax software consulting 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 29, 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 29, 2026 How this list was built

7,065Companies

115,197Contacts tracked

25,953Verified emails

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The 25 largest tax software consulting firms based in the United States

Ranked by team size

Top 25 of 7,065 company matches for tax software consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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 29, 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 29, 2026 · View company records in RevenueBase
2	RYAN	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
3	Wolters Kluwer TAX & Accounting US	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,587 contacts →
	Exact match “Wolters Kluwer Tax & Accounting U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	DMA	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
5	CCG	Exact match	Pasadena, CA, United StatesHQ recorded Sep 29, 2026	n/a	657 contacts →
	Exact match “CCG is a national tax credit consulting firm serving companies ranging in size from the middle market to the Fortune 100.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Drake Software	Exact match	Franklin, United StatesHQ recorded Sep 29, 2026	501-1,000	561 contacts →
	Exact match “Drake Software, a private company founded in 1977, provides software solutions to over tax and accounting firms that file more than 40 million tax returns every year.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Sensiba LLP	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
8	Singerlewak LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	201-500	487 contacts →
	Exact match “SingerLewak has a 60-year history of serving clients as one of the leading West Coast based public accounting firms; SingerLewak understands the needs of business owners and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Smith Howard	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
10	Apercen Partners LLC	Exact match	Palo Alto, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
11	Cohesive	Exact match	Exton, PA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
12	Taxact	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	51-200	361 contacts →
	Exact match “TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Meaden & Moore	Exact match	Cleveland, OH, United StatesHQ recorded Sep 29, 2026	201-500	299 contacts →
	Exact match “For 100+ years, Meaden & Moore has been helping clients navigate their ever-changing financial landscapes.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Squire	Exact match	Orem, UT, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
15	Sureprep, Part Of Thomson Reuters	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	501-1,000	289 contacts →
	Exact match “SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Mayatax	Exact match	Houston, TX, United StatesHQ recorded Sep 29, 2026	501-1,000	269 contacts →
	Exact match “Growth exposes financial weakness.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	KE Andrews	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
18	AOTAX	Exact match	Sterling, VA, United StatesHQ recorded Sep 29, 2026	201-500	216 contacts →
	Exact match “AOTAX is a leading U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	MBE Cpas	Exact match	Baraboo, WI, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
20	Porte Brown LLC	Exact match	Elk Grove Village, IL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
21	Hutchinson And Bloodgood LLP	Exact match	Glendale, CA, United StatesHQ recorded Sep 29, 2026	51-200	187 contacts →
	Exact match “Hutchinson and Bloodgood LLP is a leading firm of Certified Public Accountants and Consultants providing Tax Planning, Auditing, Technology Consulting, Human Resources and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	SSI Consulting	Exact match	Vienna, VA, United StatesHQ recorded Sep 29, 2026	201-500	165 contacts →
	Exact match “Since 1983 SSi Consulting has been helping our customers with accounting and ERP software selection, implementation, consulting, support, training and cloud services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Mowery & Schoenfeld	Exact match	Lincolnshire, IL, United StatesHQ recorded Sep 29, 2026	51-200	159 contacts →
	Exact match “Founded in 1996, Mowery & Schoenfeld, LLC is a top mid-sized Illinois-based advisory, accounting, and consulting firm built to help businesses and entrepreneurs navigate…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Kraftcpas Pllc	Exact match	Nashville, TN, United StatesHQ recorded Sep 29, 2026	201-500	137 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Crosslink Professional TAX Solutions	Exact match	Lathrop, CA, United StatesHQ recorded Sep 29, 2026	51-200	136 contacts →
	Exact match “CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.” Recorded in the RevenueBase company graph · Sep 29, 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 software consulting 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 7,065 tax software consulting firms based in the United States

See the full list, filter by size, metro and specialty, and access 25,953 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Tax software consulting firms based in the United States at a glance

As of Sep 29, 2026

22.5%Verified-email coverage

16.3Average contacts per company

1-10Median size (employees)

2.6%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

5,225

11-50

1,448

51-200

257

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 7,065 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 software consulting 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 25,953 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 29, 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 software consulting 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 software consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many tax software consulting firms are there based in the United States?

RevenueBase identified 7,065 company matches for tax software consulting 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 software consulting firms?

New York leads with 185 company records, followed by Houston (174) and Miami (87).

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 25,953 professional contacts with verified work emails tracked across these 7,065 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 29, 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.