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

Business taxes and More
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Business Taxes and More is the ideal place for small business accounting and tax services designed to reduce your risk of tax audits.
Highlights
10-49
Employees
La Canada Flintridge, California, Us
Services Provided
60% Accounting Services
40% Tax Consulting
AI Summary
“Business Taxes and More offers comprehensive small business accounting and tax services focused on minimizing audit risks and ensuring financial compliance with expertise and professionalism.”
Swanson Reed | Australia
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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 p
Highlights
10-49
Employees
Sydney, New South Wales, Au
Services Provided
59% Tax Consulting
25% Financial Advisory & Consulting
16% Risk Management Services
AI Summary
“Swanson Reed specializes in comprehensive R&D tax incentive services across Australia, offering assessments, claim preparations, advisory, and rigorous risk management to ensure client compliance and confidentiality.”
ChainwiseCPA
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Chainwise CPA is a premier accounting firm focused on providing tax and accounting services for cryptocurrency. We deliver specialized solutions for both individuals and businesses dealing with the intricacies of crypto transactions. Our team consists of experienced CPAs and certified cryptocurrency
Highlights
$1,000+
Min Project Size
10-49
Employees
Reston, Virginia, Us
Services Provided
49% Accounting Services
40% Tax Consulting
11% Business Consulting Services
AI Summary
“Chainwise CPA specializes in cryptocurrency tax and accounting services, offering expert planning, compliance, and consulting to individuals and businesses across the U.S.”
AFSOHA Multiservices
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Licensed Enrolled Agent assisting taxpayers in resolving IRS and state tax matters. We offer tailored, budget-friendly solutions for back taxes, audits, and penalties. Serving both individuals and businesses in Yonkers and surrounding areas with professionalism, confidentiality, and dedication.
Highlights
Services Provided
60% Tax Preparation Services
40% Tax Consulting
AI Summary
“AFSOHA Multiservices is a licensed enrolled agent providing professional, confidential tax resolution services including back taxes, audits, and penalties for individuals and businesses in Yonkers and nearby areas.”
National Tax Attorney
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National Tax Attorney offers the subsequent services:
Highlights
$5,000+
Min Project Size
2-9
Employees
San Diego, California, Us
Services Provided
70% Tax Consulting
30% Tax Preparation Services
AI Summary
“National Tax Attorney specializes in providing professional tax representation and advisory services, assisting clients with tax disputes, compliance, and resolution across various tax-related matters.”
Accounting Info
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Accounting Info offers tax and financial advisory services to clients worldwide, helping them address their specific challenges and concerns.
Highlights
2-9
Employees
Services Provided
60% Accounting Services
40% Tax Consulting
AI Summary
“Accounting Info is a CPA firm providing accounting, tax, and financial advisory services globally, specializing in bookkeeping, tax preparation, and outsourcing for financial sector clients.”
M&A State Tax Specialist, LLC
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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, Us
Services Provided
59% Tax Consulting
25% Audit Services
16% Business Consulting Services
AI Summary
“M&A State Tax Specialist, LLC provides strategic state sales and use tax consulting, helping businesses recover overpayments, defend audits, and reduce tax liabilities, achieving significant annual savings.”
CoPilot Tax
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At Tax Heroes, our knowledgeable team is committed to assisting clients in reducing their tax expenses. As a tax-centered firm, we concentrate on finding strategies to lower our clients' tax obligations while increasing their savings. Our experts are proficient in a broad array of tax laws and regul
Highlights
2-9
Employees
Toronto, Ontario, Ca
Services Provided
69% Tax Consulting
20% Tax Preparation Services
11% Financial Advisory & Consulting
AI Summary
“CoPilot Tax provides expert tax consulting to individuals and businesses, specializing in diverse tax areas to minimize liabilities and optimize savings with professional guidance.”
Michigan Pure Tax Resolution
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Michigan Pure Tax Resolution provides exceptional IRS tax assistance to taxpayers in Michigan, emphasizing excellent customer service. Being a Michigan-based company, we are committed to delivering tax resolution services to both individuals and businesses in the state. If you're facing IRS debt, re
Highlights
2-9
Employees
Highland Charter Township, Michigan, Us
Services Provided
70% Tax Resolution & IRS Representation
30% Tax Consulting
AI Summary
“Michigan Pure Tax Resolution specializes in IRS tax assistance and consulting for Michigan individuals and businesses, emphasizing expert support and dedicated resolution of tax issues.”
Holland & Company, CPAs
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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, Us
Services Provided
70% Accounting Services
30% Tax Consulting
AI Summary
“Holland & Company, CPAs offers tailored accounting, tax, and consulting services to individuals and businesses, leveraging over 75 years of combined expertise for strategic financial management and growth support.”

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