Top Financial services Tax Consulting Companies

Discover Tax Consulting companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

How this list is built

We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

153 Companies

Top Financial services Tax Consulting Companies

The Gagnon Group
View Profile Visit Website
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/hr
Avg Hourly Rate
10-49
Employees
Boston, Massachusetts, Us
Services Provided
100% Tax Consulting
AI Summary
“The Gagnon Group offers expert tax consulting, technology solutions, and compliance support to large public companies, specializing in diverse taxes with integrity and technical proficiency.”
R
R S N & Associates
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Established in 1998 by Shri R S Nambi, a Chartered Accountant and consultant affiliated with the World Bank and its partners, the firm aims to meet market demands by delivering exceptional services in the country. It is dedicated to serving clients globally and strives to develop a worldwide network
Highlights
$1,000+
Min Project Size
2-9
Employees
Chennai, Tamil Nadu, In
Services Provided
100% Tax Consulting
AI Summary
“R S N & Associates, founded in 1998, is a global consultancy emphasizing ethical standards, quality services, and staff development to meet diverse client needs worldwide.”
Detaxify - Tax Relief
View Profile Visit Website
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, Us
Services Provided
70% Tax Consulting
30% Tax Resolution & IRS Representation
AI Summary
“Detaxify - Tax Relief specializes in advocating for clients with IRS and state tax issues, including payroll, sales, and withholding taxes, led by a US Tax Court authorized expert.”
Eagle Text Credits
View Profile Visit Website
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, Us
Services Provided
69% Tax Consulting
20% Accounting Services
11% Business Consulting Services
AI Summary
“Eagle Tax Credits assists new businesses established after February 2020 in recovering employee retention credits by facilitating wage reimbursements and providing relevant guidance.”
T
TaxMatrix
View Profile Visit Website
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/hr
Avg Hourly Rate
2-9
Employees
Services Provided
68% Tax Consulting
20% Audit Services
12% Training Services
AI Summary
“TaxMatrix, established in 1999, specializes in nationwide sales and use tax audit defense, cost recovery, and personalized training, assisting clients across diverse industries to enhance compliance and profitability.”
Moaaz.ca
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
MOAAZ SHEIKH, CA, CPA YOUR RELIABLE TAX ACCOUNTANT IN NEWMARKET, ON At Moaaz Sheikh, CA, CPA, we recognize the value of experience for our clients. Since 2003, we have been dedicated to fulfilling their needs in Taxation, Accounting, and Business Consulting. Our team of expert tax accountants is l
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Newmarket, Ontario, Ca
Services Provided
49% Tax Consulting
40% Accounting Services
11% Business Consulting Services
AI Summary
“Moaaz.ca provides expert taxation, accounting, and business consulting services in Newmarket, Ontario, led by Moaaz Sheikh, a CPA with extensive industry and financial experience.”
My Tax Settlement
View Profile Visit Website
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, Us
Services Provided
50% Tax Consulting
30% Tax Preparation Services
20% Tax Resolution & IRS Representation
AI Summary
“My Tax Settlement specializes in comprehensive tax resolution services in San Diego, offering IRS negotiations, penalty reductions, audit representation, payment plans, and levy relief to clients.”
Sheldon & Xu CPA Professional Corporation
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Founded in 1978 by retiring partner Howard Sheldon, CPA, Sheldon & Xu CPA has proudly served the North York community for over 40 years. Currently, Thomas Xu, CPA, MMPA, heads the firm as Managing Principal, continuing the legacy of excellence set forth by Howard. Thomas is a Chartered Professional
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
49% Tax Consulting
40% Accounting Services
11% Business Consulting Services
AI Summary
“Sheldon & Xu CPA offers personalized accounting, tax compliance, planning, and advisory services, specializing in corporate reorganizations, estate planning, and tailored strategies for owner-managed businesses.”
TaxExpertsofOC.com
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
TaxExpertsofOC.com is a leading full-service CPA firm in California that focuses on serving small and medium-sized businesses as well as professionals. Our exceptional team comprises a former IRS Revenue Officer, a certified public accountant (CPA), and enrolled agents.
Highlights
$25,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
Santa Ana, California, Us
Services Provided
60% Accounting Services
40% Tax Consulting
AI Summary
“TaxExpertsofOC.com provides comprehensive tax preparation and consulting services in Orange County, assisting individuals and businesses with efficient, accurate financial solutions tailored to their needs.”
Walton Management Services
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Walton was established in 1981, during the early days of government tax credit and incentive initiatives, under the guidance of its founder, Fred Stiftel. Initially, the company concentrated on managing the Targeted Jobs Tax Credit (TJTC), which involved navigating a complex array of paperwork and s
Highlights
50-249
Employees
Middletown Township, New Jersey, Us
Services Provided
70% Tax Consulting
30% HRIS Consulting
AI Summary
“Walton Management Services, founded in 1981, provides expert business and financial consulting with a focus on tax credit management, HR, and strategic financial planning across industries.”

2 3 4 5 6

...

Latest insights & expert perspectives

Explore data-backed surveys with inputs from top industry experts.

A clipboard checklist with a ruler, a calendar and a coin stack, for a software development RFP template

Vendor Selection

Software Development RFP Template (Free Download)

A free ten-section software development RFP template with a filled-in example, a proposal scorecard, and Edverise data on agency minimum project sizes.

Nihar Ranjan Rout

10/26/2026

A signed contract surrounded by a padlock, a stopwatch and a target, for fixed price, time and material and outcome-based contracts

Vendor Selection

Fixed Price vs Time and Material vs Outcome-Based Contracts

When to use fixed price, time and material or outcome-based contracts with a software agency, with a worked example and Edverise data on project minimums.

Nihar Ranjan Rout

10/22/2026

Industry Trends

The Era of the Directory Is Over. Here's What's Replacing It.

The B2B directory had a good run. For two decades, it was the primary infrastructure connecting buyers with service providers a digital marketplace built…

Nihar Ranjan Rout

4/4/2026

Check All Our Blogs

One Platform. One Promise. One Trust.

Edverise is building the trusted way to find tech vendors. List your company early, or talk to us about backing the platform.