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 tax software consulting firms headquartered in 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 tax software consulting firms headquartered in the 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 29, 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 29, 2026 86% judged on-target in blind review

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 tax software consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to tax software consulting 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	H&r Block	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 29, 2026	10001+	59,451 contacts →
	Indirect evidence “H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere.” Source: RevenueBase Database · checked Sep 29, 2026
2	RYAN	Strong evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	5,001-10,000	6,089 contacts →
	Strong evidence “Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes.” Source: RevenueBase Database · checked Sep 29, 2026
3	Wolters Kluwer TAX & Accounting US	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,587 contacts →
	Partial evidence “Wolters Kluwer Tax & Accounting U.S.” Source: RevenueBase Database · checked Sep 29, 2026
4	DMA	Partial evidence	Fort Wayne, IN, United StatesHQ checked Sep 29, 2026	501-1,000	861 contacts →
	Partial evidence “Great Place to Work® Certified™ DMA, a proudly employee-owned company, has been solving corporate tax challenges for its clients since 1972.” Source: RevenueBase Database · checked Sep 29, 2026
5	CCG	Strong evidence	Pasadena, CA, United StatesHQ checked Sep 29, 2026	n/a	657 contacts →
	Strong evidence “CCG is a national tax credit consulting firm serving companies ranging in size from the middle market to the Fortune 100.” Source: RevenueBase Database · checked Sep 29, 2026
6	Drake Software	Strong evidence	Franklin, United StatesHQ checked Sep 29, 2026	501-1,000	561 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026
7	Sensiba LLP	Strong evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	501-1,000	493 contacts →
	Strong evidence “Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Source: RevenueBase Database · checked Sep 29, 2026
8	Singerlewak LLP	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 29, 2026	201-500	487 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
9	Smith Howard	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	501-1,000	413 contacts →
	Strong evidence “Smith + Howard is a tax, accounting, advisory, and consulting firm headquartered in Atlanta, with a global presence.” Source: RevenueBase Database · checked Sep 29, 2026
10	Apercen Partners LLC	Strong evidence	Palo Alto, CA, United StatesHQ checked Sep 29, 2026	201-500	399 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
11	Cohesive	Indirect evidence	Exton, PA, United StatesHQ checked Sep 29, 2026	501-1,000	364 contacts →
	Indirect evidence “Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Source: RevenueBase Database · checked Sep 29, 2026
12	Taxact	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	51-200	361 contacts →
	Partial evidence “TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed.” Source: RevenueBase Database · checked Sep 29, 2026
13	Meaden & Moore	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 29, 2026	201-500	299 contacts →
	Indirect evidence “For 100+ years, Meaden & Moore has been helping clients navigate their ever-changing financial landscapes.” Source: RevenueBase Database · checked Sep 29, 2026
14	Squire	Partial evidence	Orem, UT, United StatesHQ checked Sep 29, 2026	201-500	297 contacts →
	Partial evidence “Squire is a nationally recognized audit, tax, and business advisory firm serving clients across the U.S.” Source: RevenueBase Database · checked Sep 29, 2026
15	Sureprep, Part Of Thomson Reuters	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 29, 2026	501-1,000	289 contacts →
	Indirect evidence “SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.” Source: RevenueBase Database · checked Sep 29, 2026
16	Mayatax	Indirect evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	501-1,000	269 contacts →
	Indirect evidence “Growth exposes financial weakness.” Source: RevenueBase Database · checked Sep 29, 2026
17	KE Andrews	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	201-500	224 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026
18	AOTAX	Indirect evidence	Sterling, VA, United StatesHQ checked Sep 29, 2026	201-500	216 contacts →
	Indirect evidence “AOTAX is a leading U.S.” Source: RevenueBase Database · checked Sep 29, 2026
19	MBE Cpas	Partial evidence	Baraboo, WI, United StatesHQ checked Sep 29, 2026	51-200	201 contacts →
	Partial evidence “We are driven by more than a quality tax return, we provide effective solutions to help you, your family, and your business succeed.” Source: RevenueBase Database · checked Sep 29, 2026
20	Porte Brown LLC	Partial evidence	Elk Grove Village, IL, United StatesHQ checked Sep 29, 2026	51-200	191 contacts →
	Partial evidence “Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois.” Source: RevenueBase Database · checked Sep 29, 2026
21	Hutchinson And Bloodgood LLP	Strong evidence	Glendale, CA, United StatesHQ checked Sep 29, 2026	51-200	187 contacts →
	Strong evidence “Hutchinson and Bloodgood LLP is a leading firm of Certified Public Accountants and Consultants providing Tax Planning, Auditing, Technology Consulting, Human Resources and…” Source: RevenueBase Database · checked Sep 29, 2026
22	SSI Consulting	Strong evidence	Vienna, VA, United StatesHQ checked Sep 29, 2026	201-500	165 contacts →
	Strong evidence “Since 1983 SSi Consulting has been helping our customers with accounting and ERP software selection, implementation, consulting, support, training and cloud services.” Source: RevenueBase Database · checked Sep 29, 2026
23	Mowery & Schoenfeld	Partial evidence	Lincolnshire, IL, United StatesHQ checked Sep 29, 2026	51-200	159 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
24	Kraftcpas Pllc	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 29, 2026	201-500	137 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
25	Crosslink Professional TAX Solutions	Strong evidence	Lathrop, CA, United StatesHQ checked Sep 29, 2026	51-200	136 contacts →
	Strong evidence “CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.” Source: RevenueBase Database · checked Sep 29, 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 software consulting 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 software consulting firms.
Partial evidence: Its own public description names part of tax software consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name tax software consulting 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 7,065 tax software consulting firms based in the United States

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among tax software consulting 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 the United States whose own description of what they do matches “tax software consulting 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 software consulting 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 software consulting firms, and records with no verified work email. Companies headquartered outside United States 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, 25,953 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 29, 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 software consulting firms by metro

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 software consulting 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 software consulting firms are there based in the United States?

RevenueBase identified 7,065 tax software consulting firms headquartered in the 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?

H&r Block, headquartered in Kansas City, tops this list with the largest team on record.

Which city has the most tax software consulting firms?

New York leads with 185 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 25,953 verified decision-maker contacts tracked across these 7,065 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 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 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.