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

163 Companies

Top Financial services Tax Consulting Companies

Cross Border TaxesVerified Profile
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Cross Border Taxes provides professional US-Canada cross-border tax services for individuals, families, businesses, expats, non-residents, and real estate investors. Our services include cross-border tax planning, non-resident tax returns, real estate tax services, rental income tax support, and
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Toronto, Ontario, Ca
Services Provided
31% Tax Preparation Services
20% Tax Consulting
49% Tax Planning
AI Summary
“No AI summary available for this company yet.”
Eilts & AssociatesProfile set up by Edverise AI
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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 ManagementProfile set up by Edverise AI
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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.”
Genesis Wealth Advisor Group, LLCProfile set up by Edverise AI
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Assisting Individuals, Families & Business Owners in Creating, Safeguarding & Transferring Wealth Genesis Wealth Advisor Group, LLC is an independent fiduciary financial advisor located in Marlton, New Jersey, catering to clients in South Jersey, Greater Philadelphia, and throughout NJ, PA, DE, NY,
Highlights
2-9
Employees
Evesham, New Jersey, Us
Services Provided
68% Financial Advisory & Consulting
20% Tax Consulting
12% Retirement Planning Services
AI Summary
“Genesis Wealth Advisor Group, LLC provides fiduciary financial advising, wealth management, retirement planning, and tax-efficient strategies to individuals, families, and business owners across multiple U.S. states.”
DukhonTaxProfile set up by Edverise AI
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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 & RossProfile set up by Edverise AI
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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 & TaxProfile set up by Edverise AI
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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 CorporationProfile set up by Edverise AI
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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.”
W E Stevens PCProfile set up by Edverise AI
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W E Stevens PC is the trusted ally for small business owners seeking precise accounting, effective bookkeeping, and insightful tax strategies. Allow us to handle these essential responsibilities and create a tailored tax plan aimed at optimizing your profits while you concentrate on your business's
Highlights
Omaha, Nebraska, Us
Services Provided
60% Accounting Services
40% Tax Consulting
AI Summary
“W E Stevens PC specializes in tailored accounting, bookkeeping, and tax planning services for small businesses, enabling efficient operations, cost reduction, and profit optimization.”
Kustov & AssociatesProfile set up by Edverise AI
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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.”

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