Top Financial services Tax Consulting Companies

Discover top Tax Consulting companies with proven expertise in the Financial services industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

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Ratings Updated: July 27, 2026

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Top Financial services Tax Consulting Companies

  1. Is this your business? Become an Edverise partner & Claim Now

    If you're facing tax issues with the IRS, including owing back taxes, penalties, or interest, reach out to Long Island Tax Solutions today. Our team has the expertise to halt wage garnishment, lift tax liens, and provide resolutions for various IRS tax challenges. We’ll ensure you are aware of your…


    Highlights

    10-49

    Employees

    Stony Brook, New York, United States

    Location

    Services Provided
    70% Tax Consulting
    30% Tax Preparation Services
    AI Summary

    No AI summary available for this company yet.

  2. Is this your business? Become an Edverise partner & Claim Now

    We advocate for clients in matters related to tax issues with the IRS and state agencies. This encompasses payroll taxes (Forms 940 and 941), sales tax, trust fund recovery penalties, withholding taxes, and assessments against individual owners. Our company's leader is authorized to practice in the…


    Highlights

    $5,000+

    Min Project Size

    2-9

    Employees

    New York, New York, United States

    Location

    Services Provided
    70% Tax Consulting
    30% Tax Resolution & IRS Representation
    AI Summary

    No AI summary available for this company yet.

  3. T
    TaxMatrixProfile set up by Edverise AI
    Is this your business? Become an Edverise partner & Claim Now

    Founded in 1999, TaxMatrix has always been fully dedicated to sales and use tax audit defense, utility studies, and tax recovery. For over twenty years, we have provided services to a diverse range of clients seeking support and defense for sales and use tax audits, as well as helping them save cost…


    Highlights

    $1,000+

    Min Project Size

    <25

    Avg Hourly Rate

    2-9

    Employees

    Services Provided
    68% Tax Consulting
    20% Audit Services
    12% Training Services
    AI Summary

    No AI summary available for this company yet.

  4. Is this your business? Become an Edverise partner & Claim Now

    We are experts in tax resolution, commonly referred to as tax relief specialists, providing a range of services in San Diego, including: IRS Tax Installment Agreements, tax penalty reduction, Fresh Start Tax Settlement services, representation during IRS audits, assistance with tax offers in comprom…


    Highlights

    2-9

    Employees

    Bonita, California, United States

    Location

    Services Provided
    50% Tax Consulting
    30% Tax Preparation Services
    20% Tax Resolution & IRS Representation
    AI Summary

    No AI summary available for this company yet.

  5. Is this your business? Become an Edverise partner & Claim Now

    The government determined that in addition to providing support to businesses impacted by Covid, new business owners should also receive assistance. Any company that started operating after February 15, 2020, may qualify to have a portion of their employee wages reimbursed to the owner. Eagle Tax Cr…


    Highlights

    10-49

    Employees

    Dover, Delaware, United States

    Location

    Services Provided
    69% Tax Consulting
    20% Accounting Services
    11% Business Consulting Services
    AI Summary

    No AI summary available for this company yet.

  6. Is this your business? Become an Edverise partner & Claim Now

    GAGNON is dedicated to meeting our clients' needs through our distinctive blend of technical skills, integrity, and adaptability. Our team consists of seasoned tax professionals who are acknowledged experts in their areas. A significant portion of our clientele includes large publicly traded compani…


    Highlights

    $1,000+

    Min Project Size

    50-99

    Avg Hourly Rate

    10-49

    Employees

    Boston, Massachusetts, United States

    Location

    Services Provided
    100% Tax Consulting
    AI Summary

    No AI summary available for this company yet.

  7. Is this your business? Become an Edverise partner & Claim Now

    Swanson Reed operates across the country, handling every aspect of the R&D tax incentive program. Our services include: - Assessments for R&D tax incentive eligibility - Preparation of R&D tax incentive claims - R&D tax advisory services, which also cover ATO audits and AusIndustry reviews. We prior…


    Highlights

    10-49

    Employees

    Sydney, New South Wales, Australia

    Location

    Services Provided
    59% Tax Consulting
    25% Financial Advisory & Consulting
    16% Risk Management Services
    AI Summary

    No AI summary available for this company yet.

  8. Is this your business? Become an Edverise partner & Claim Now

    At M&A, we help decrease exposure to State Sales and Use Tax and Margin Tax, as well as recover overpaid taxes, resulting in annual savings of over $5 million. Our State Tax Consultants deliver strategic solutions to uncover sales and use tax refunds, assist with audit defenses, and lower future tax…


    Highlights

    2-9

    Employees

    Sugar Land, Texas, United States

    Location

    Services Provided
    59% Tax Consulting
    25% Audit Services
    16% Business Consulting Services
    AI Summary

    No AI summary available for this company yet.

  9. Is this your business? Become an Edverise partner & Claim Now

    Welcome to Holland & Company, a comprehensive public accounting and consulting firm that has been assisting clients across the Chicago metropolitan region since 1990. We provide tailored accounting and tax services for individuals and small to medium-sized businesses. Our mission is to offer a full…


    Highlights

    10-49

    Employees

    Naperville, Illinois, United States

    Location

    Services Provided
    70% Accounting Services
    30% Tax Consulting
    AI Summary

    No AI summary available for this company yet.

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