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.

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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

Global Tax Network
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Global Tax Network ("GTN") is a firm specializing in mobility tax services. We assist organizations in developing and managing mobility programs, offering tax planning and preparation services for employees on international assignments, relocating to another country, or temporarily working outside t
Highlights
50-249
Employees
Maple Grove, Minnesota, Us
Services Provided
60% Tax Preparation Services
40% Tax Consulting
AI Summary
“Global Tax Network specializes in providing comprehensive tax planning and compliance services for employees on international assignments, relocations, and temporary international work, supporting organizational mobility programs.”
Eilts & Associates
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Eilts & Associates is a certified public accounting firm located on the North Side of Chicago. The firm focuses on offering financial consulting and tax advisory services specifically for small and medium-sized businesses. Additionally, we handle the tax requirements of individuals, which includes e
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Chicago, Illinois, Us
Services Provided
50% Accounting Services
50% Tax Consulting
AI Summary
“Eilts & Associates is a Chicago-based CPA firm providing tailored financial consulting and comprehensive tax advisory services to individuals and small to medium-sized businesses.”
Sagent Management
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Sagent Management is a professional financial and tax services company that offers tailored solutions for businesses at every level and stage. Whether you require accounting, consulting, tax, or management services, Sagent has the knowledge and experience to support you in reaching your objectives.
Highlights
50-249
Employees
Milpitas, California, Us
Services Provided
40% Accounting Services
25% Financial Advisory & Consulting
20% Tax Consulting
15% Business Consulting Services
AI Summary
“Sagent Management provides comprehensive financial, tax, accounting, consulting, and management services globally, supporting businesses with tailored solutions for growth, compliance, and strategic success.”
DukhonTax
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We are a Certified Public Accounting firm that specializes in Tax, Accounting, and Advisory services for individuals and small to medium-sized enterprises. Our expertise includes transaction structuring, planning, compliance, representation, international compliance, and managing tax liabilities. We
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Walpole, Massachusetts, Us
Services Provided
40% Tax Consulting
40% Accounting Services
20% Business Consulting Services
AI Summary
“DukhonTax is a Certified Public Accounting firm offering comprehensive tax, accounting, and advisory services to individuals and SMEs, emphasizing expertise, technology, and personalized client service.”
Fenton & Ross
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At Fenton & Ross, our priority is to deliver the best possible service and experience to our clients. We are confident that our skilled and committed team can achieve total client satisfaction by providing the personalized attention they require. Whether you are a corporate or individual client, we
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Los Angeles, California, Us
Services Provided
60% Accounting Services
40% Tax Consulting
AI Summary
“Fenton & Ross offers personalized financial and tax services to corporate and individual clients, ensuring expert guidance and simplified management for informed decision-making and client satisfaction.”
Unified Accounting & Tax
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Unified Accounting & TAX is a professional tax and accounting firm located in Fremont, California, catering to the San Francisco Bay Area. We deliver a comprehensive array of services tailored to meet the unique requirements of each client. Our expertise includes accounting and business consulting i
Highlights
2-9
Employees
Fremont, California, Us
Services Provided
49% Accounting Services
40% Tax Consulting
11% Business Consulting Services
AI Summary
“Unified Accounting & Tax, based in Fremont, CA, offers comprehensive accounting, taxation, business planning, and financial management services tailored for startups and SMBs in the San Francisco Bay Area.”
Lismont Professional Corporation
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We offer a comprehensive array of accounting, bookkeeping, and tax services.
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Toronto, Ontario, Ca
Services Provided
40% Accounting Services
30% Bookkeeping Services
30% Tax Consulting
AI Summary
“Lismont Professional Corporation provides comprehensive accounting, bookkeeping, tax, payroll, and QuickBooks implementation services, primarily serving financial and business sectors in Canada with specialized expertise.”
Kustov & Associates
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Kustov & Associates, Inc. is an accounting and consulting firm situated in downtown San Francisco, California. For more than eight years, we have been assisting emerging and mid-sized businesses in the Bay Area, along with high-net-worth individuals. Our expertise lies in addressing a range of tax a
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
San Francisco, California, Us
Services Provided
60% Accounting Services
40% Tax Consulting
AI Summary
“Kustov & Associates offers comprehensive accounting and consulting services in San Francisco, specializing in tax strategies, cash flow management, and business planning for emerging and mid-sized clients.”
T2TaxPro Inc.
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T2TaxPro is a Canadian tax firm that focuses on corporate tax compliance and planning for small to medium-sized businesses. We assist entrepreneurs in filing their T2 and Québec CO-17 returns while enhancing their overall tax strategy. Unlike conventional accounting firms, we prioritize a tax-centri
Highlights
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
49% Tax Consulting
40% Tax Planning
11% Accounting Services
AI Summary
“T2TaxPro Inc. is a Canadian online tax firm specializing in corporate tax compliance and strategic planning for small to medium businesses, offering transparent, tax-focused services without financial product promotion.”
Oak Harvest Financial Group
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Place your financial security in the hands of our in-house experts dedicated to managing wealth, planning for asset protection, and prioritizing your best interests. At our Houston office, our Financial Advisors will first assist you in addressing important questions related to your retirement goals
Highlights
$50,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Houston, Texas, Us
Services Provided
59% Wealth Management
30% Financial Planning
11% Tax Consulting
AI Summary
“Oak Harvest Financial Group offers personalized wealth management, retirement planning, and asset protection services in Houston, focusing on maximizing income, minimizing taxes, and building lasting legacies.”

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