Company lists · Data refreshed November 2026

Top 25 Tax software implementation consultants based in the United States

RevenueBase identified 445 company matches for tax software implementation consultants associated with the United States as of November 2026 and tracks 14,494 professional contacts across them, including 7,892 with verified work emails. Houston is the largest hub.

This list covers company matches for tax software implementation consultants 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 November 5, 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 Nov 5, 2026 How this list was built
445Companies
14,494Contacts tracked
7,892Verified emails
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The 25 largest tax software implementation consultants based in the United States

Ranked by team size
Top 25 of 445 company matches for tax software implementation consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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, CT, United StatesHQ recorded Nov 5, 20265,001-10,0006,580 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 · Nov 5, 2026 · View company records in RevenueBase
2Exact matchKing Of Prussia, PA, United StatesHQ recorded Nov 5, 20261,001-5,0002,636 contacts →

Exact match

“Vertex is the Decision-to-Defense™ global indirect tax and compliance company.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3Exact matchFort Wayne, OH, United StatesHQ recorded Nov 5, 2026501-1,000984 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 · Nov 5, 2026 · View company records in RevenueBase
4Exact matchFranklin, United StatesHQ recorded Nov 5, 2026501-1,000579 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 · Nov 5, 2026 · View company records in RevenueBase
5Exact matchLong Island City, NY, United StatesHQ recorded Nov 5, 2026201-500309 contacts →

Exact match

“TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6Exact matchIrvine, CA, United StatesHQ recorded Nov 5, 2026501-1,000287 contacts →

Exact match

“SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7Exact matchLathrop, CA, United StatesHQ recorded Nov 5, 202651-200138 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 · Nov 5, 2026 · View company records in RevenueBase
8Exact matchSan Francisco, United StatesHQ recorded Nov 5, 202651-200137 contacts →

Exact match

“Kintsugi is automating sales tax for every company globally.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202651-200111 contacts →

Exact match

“april partners with wealth management firms, banks, and SMB platforms to embed tax filing, planning, and insights directly into the financial platforms people use every day to…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10Exact matchCollege Station, TX, United StatesHQ recorded Nov 5, 202611-50109 contacts →

Exact match

“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11Exact matchChicago, IL, United StatesHQ recorded Nov 5, 202651-200107 contacts →

Exact match

“R&M is a boutique consulting firm that works in two key areas: tax and internal audit.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12Exact matchDelray Beach, FL, United StatesHQ recorded Nov 5, 202611-5079 contacts →

Exact match

“Sigma Tax Pro serves professional Tax Preparers, Accountants, and CPAs with industry-leading software solutions.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13Exact matchAlpharetta, GA, United StatesHQ recorded Nov 5, 202611-5077 contacts →

Exact match

“TaxConnex® is your UPSOURCED compliance solution.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14Exact matchDallas, TX, United StatesHQ recorded Nov 5, 202651-20071 contacts →

Exact match

“Tax.com™ solutions are powered by the insights and ingenuity of some of the most renowned business tax professionals at Ryan whose experience and expertise form the bedrock on…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15Exact matchMcminnville, OR, United StatesHQ recorded Nov 5, 202651-20060 contacts →

Exact match

“TTR, The Tax Research Company, provides everything sales, use, and transaction tax-related.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16Exact matchAlpharetta, GA, United StatesHQ recorded Nov 5, 202611-5057 contacts →

Exact match

“CereTax is the first tax automation solution built to take advantage of the countless technological advancements over the last decade and engineered in a way that truly transforms…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17Exact matchColumbus, OH, United StatesHQ recorded Nov 5, 202611-5056 contacts →

Exact match

“Founded by tax experts and backed by proprietary technology, Arvo is the only holistic approach that brings together the ability to develop and document a tax strategy with tax…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18Exact matchGlendale, CA, United StatesHQ recorded Nov 5, 202651-20052 contacts →

Exact match

“With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19Exact matchBaton Rouge, TX, United StatesHQ recorded Nov 5, 202611-5039 contacts →

Exact match

“Advantous uniquely provides customizable end-to-end tax solutions that range from turnkey compliance services to high-level planning and advisory consulting.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20Exact matchDallas, UT, United StatesHQ recorded Nov 5, 202611-5039 contacts →

Exact match

“The Sales Tax People are trusted advisors for businesses dealing with sales tax complexity.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-5039 contacts →

Exact match

“Most companies find out they have a sales tax problem the same way: a letter from a state they didn't know they owed tax in.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22Exact matchColumbus, OH, United StatesHQ recorded Nov 5, 202651-20038 contacts →

Exact match

“Clarus Partners, a Richey May company, provides specialized indirect tax compliance and advisory services to businesses across a wide range of industries.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23Exact matchAtlanta, GA, United StatesHQ recorded Nov 5, 202611-5032 contacts →

Exact match

“Steele Consulting LLC is a national tax consulting firm providing Fortune companies with credentialed, experienced consultants having a high degree of technical tax proficiency.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24Exact matchBirmingham, AL, United StatesHQ recorded Nov 5, 202611-5031 contacts →

Exact match

“Provide tax preparation and planning services to businesses and individuals.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25Exact matchSan Jose, TX, United StatesHQ recorded Nov 5, 202611-5022 contacts →

Exact match

“We implement tax engines and build tools to make it easier to manage your tax engine.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

Showing 25 of 445 tax software implementation consultants based in the United States

See the full list, filter by size, metro and specialty, and access 7,892 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Tax software implementation consultants based in the United States at a glance

As of Nov 5, 2026
54.5%Verified-email coverage
32.6Average contacts per company
1-10Median size (employees)
4.0%Largest-city concentration · Houston
Nov 5, 2026Page data refreshed

Companies by employee count

1-10
273
11-50
125
51-200
30
201-500
4
501-1,000
4
1,001-5,000
2
5,001-10,000
1
10001+
1

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 445 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 implementation consultants” 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 7,892 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 November 5, 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.

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 implementation consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many tax software implementation consultants are there based in the United States?

RevenueBase identified 445 company matches for tax software implementation consultants associated with the United States as of November 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 has the most tax software implementation consultants?

Houston leads with 18 company records, followed by New York (17) and Dallas (14).

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 7,892 professional contacts with verified work emails tracked across these 445 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 November 5, 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.