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

WWSA CPAsProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
WWSA is a small firm made up of highly skilled and experienced CPAs, with most of our team members having a minimum of 15 years in the accounting field. Our services include individual and business tax planning, preparation of federal, state, and local tax returns for both individuals and businesses
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Los Angeles, California, Us
Services Provided
39% Tax Consulting
39% Accounting Services
11% Business Formation
11% Tax Resolution & IRS Representation
AI Summary
“WWSA CPAs is a skilled accounting firm offering comprehensive tax planning, return preparation, IRS audit representation, incorporation, advisory, and accounting setup services for individuals and businesses.”
DISTILL ACCOUNTING INCProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Distill Accounting Inc. is a comprehensive accounting firm that offers all-in-one accounting and tax services to its clients. We prioritize delivering top-notch quality work, upholding the highest technical and ethical standards. We envision a more effective, less stressful approach to accounting, w
Highlights
< $25/hr
Avg Hourly Rate
2-9
Employees
Services Provided
60% Accounting Services
40% Tax Consulting
AI Summary
“Distill Accounting Inc. provides comprehensive, high-quality accounting and tax services with a client-focused approach, emphasizing clarity and ethical standards delivered by Chartered Professional Accountants.”
Sasserath & ZoraianProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.”
LedgerLogicProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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 FinancialProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.”
GESCON CONSULTORIAProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
GESCON’s approach focuses on tailoring services to meet the specific needs of our clients. Our proportion of Managers and Directors to operational staff enables us to deliver high-quality services backed by continuous, direct oversight from top-level personnel. We prioritize maintaining close and di
Highlights
$25,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Sao Paulo, Sao Paulo, Br
Services Provided
70% Accounting Services
30% Tax Consulting
AI Summary
“GESCON CONSULTORIA is a Brazilian accounting firm delivering tailored, high-quality assurance, tax, and advisory services with senior oversight and global reach through AGN International.”
My Crypto CPAProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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, LLCProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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 SolutionsProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.Profile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.”

«Previous 1

...

4 57 8

...

17 Next»

Latest insights & expert perspectives

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

Trust & Reviews

B2B Reviews Are Dying What Comes Next?

For the past decade, online reviews have been the default trust signal for B2B buyers. Before signing a contract with an agency, you check their Clutc

Nihar Ranjan Rout

B2B Strategy

The Discovery Gap: Why Great Work Isn't Enough Anymore

There was a time when doing exceptional work was enough to build a thriving agency. The work spoke for itself. Clients referred you. Reputation compou

Akash Mahapatra

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 bu

Nihar Ranjan Rout

Check All Our Blogs

One Platform. One Promise. One Trust.

Whatever your business challenge, browse our most in-demand service categories to find top-rated companies and providers.