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

Sasserath & Zoraian
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Founded in 1997, Sasserath & Zoraian, LLP is a CPA firm dedicated to offering accounting, tax, and business advisory services to both businesses and individuals in Long Island and beyond. We understand that every client has distinct objectives, which is why we customize our services to align with th
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Melville, New York, Us
Services Provided
40% Accounting Services
35% Tax Consulting
25% Business Consulting Services
AI Summary
“Sasserath & Zoraian, LLP is a Long Island CPA firm providing tailored accounting, tax, and business advisory services, addressing diverse client needs across industries since 1997.”
LedgerLogic
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LedgerLogic is a virtual CPA firm located in Nelson, BC, dedicated to streamlining accounting and tax strategies for online businesses in Canada. Our accountants specialize in startups, e-commerce, professional services, and companies involved in cryptocurrency and blockchain. By utilizing Xero acco
Highlights
Nelson, British Columbia, Ca
Services Provided
60% Accounting Services
40% Tax Consulting
AI Summary
“LedgerLogic is a virtual CPA firm in Nelson, BC, specializing in tailored accounting and tax solutions for startups, e-commerce, and cryptocurrency businesses using advanced Xero software.”
Carlsen Financial
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Carlsen Financial is a comprehensive Tax, Accounting, and Business Management firm located in Los Angeles, CA. With 20 years of experience, our skilled professionals have been offering tailored financial advice to both individuals and enterprises. Currently, we rank among the top boutique firms in t
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Los Angeles, California, Us
Services Provided
40% Tax Consulting
40% Accounting Services
20% Business Consulting Services
AI Summary
“Carlsen Financial is a Los Angeles-based boutique firm offering tailored tax, accounting, and business management services with 20 years of expertise serving small and medium-sized businesses.”
My Crypto CPA
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Whether it's cryptocurrency, DeFi, NFTs, trading, or other areas, don't let crypto taxes become a source of stress for you. We provide customized tax solutions designed to simplify tax compliance. With our support, you can concentrate on your investments while we manage the paperwork. Trust us to he
Highlights
$150+/hr
Avg Hourly Rate
2-9
Employees
New York, New York, Us
Services Provided
70% Tax Preparation Services
30% Tax Consulting
AI Summary
“My Crypto CPA offers customized tax solutions for cryptocurrency users, simplifying compliance across crypto, DeFi, NFTs, and trading, allowing clients to focus on investments confidently.”
The Bridge CPAs, LLC
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The Bridge CPAs, LLC was established in 2016 as a comprehensive firm offering accounting, tax, and auditing services. Our vision embodies core values of integrity, expertise, and trust, as we believe that our success is tied to that of our clients. We focus on tax compliance and advisory services, t
Highlights
2-9
Employees
Services Provided
40% Accounting Services
40% Tax Consulting
20% Business Consulting Services
AI Summary
“The Bridge CPAs, LLC delivers comprehensive accounting, tax, auditing, and consulting services, emphasizing integrity and personalized support for individuals, businesses, estates, and trusts.”
Griffin Business Solutions
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Griffin Business Solutions is a top company based in Montreal, focusing on the complete accounting cycle, bookkeeping, Canadian tax services, consulting, and business management solutions. We are dedicated to assisting you with launching your business, creating business plans, fostering growth, and
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Westmount, Quebec, Ca
Services Provided
50% Accounting Services
30% Tax Consulting
20% Business Consulting Services
AI Summary
“Griffin Business Solutions, based in Montreal, offers comprehensive accounting, tax, consulting, and business management services to support start-ups, growth, and effective management.”
Goldburd & Co.
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Goldburd and Co. LLP is a comprehensive accounting firm based in New York City, dedicated to providing more than standard auditing, accounting, and tax services. We focus on minimizing tax liabilities, addressing tax-related concerns, streamlining financial audits, and planning for sustainable futur
Highlights
$1,000+
Min Project Size
2-9
Employees
New York, New York, Us
Services Provided
39% Accounting Services
20% Audit Services
30% Tax Consulting
11% Financial Planning
AI Summary
“Goldburd & Co. LLP is a New York-based accounting firm offering auditing, tax planning, and financial services, emphasizing tax minimization and sustainable global growth for clients.”
Montage Services
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Since 2003, Montage Services, Inc. has been offering international and domestic tax, finance, attest, and business consulting services. We support both established and emerging businesses, along with their owners and high-net-worth individuals. With a global presence and extensive experience working
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
San Francisco, California, Us
Services Provided
40% Tax Consulting
25% Financial Advisory & Consulting
15% Audit Services
20% Business Consulting Services
AI Summary
“Montage Services, Inc. provides comprehensive tax, finance, attest, and business consulting services globally, supporting diverse clients with practical solutions since 2003.”
Finanezy Business Solutions
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Finanezy Business Solutions is a professional firm that specializes in tax consulting, advisory, and accounting services. They provide a comprehensive array of services, including corporate tax planning, tax filing, tax auditing, investment strategy development, account management, bookkeeping, prep
Highlights
< $25/hr
Avg Hourly Rate
2-9
Employees
Services Provided+1 Services
38% Tax Consulting
30% Accounting Services
11% Audit Services
11% Bookkeeping Services
AI Summary
“Finanezy Business Solutions offers comprehensive finance, tax, and accounting services including consulting, bookkeeping, tax planning, auditing, and financial advisory to support business growth and compliance.”
Michael Dolezal & Co.
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We are a comprehensive accounting firm located in Cleveland, Ohio, providing tax and business advisory services to individuals and businesses of all sizes across the state. In this rapidly evolving economic landscape, we prioritize strong collaboration with our clients, fully dedicated to not only m
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Chagrin Falls, Ohio, Us
Services Provided
50% Accounting Services
30% Tax Consulting
20% Business Consulting Services
AI Summary
“Michael Dolezal & Co. is a Cleveland-based accounting firm offering comprehensive tax, business advisory, and consulting services to individuals and businesses statewide with a client-focused approach.”

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