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

163 Companies

Top Financial services Tax Consulting Companies

Montage ServicesProfile set up by Edverise AI
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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 SolutionsProfile set up by Edverise AI
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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.Profile set up by Edverise AI
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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.”
PUBLIC TAX, CORPProfile set up by Edverise AI
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PUBLIC TAX, CORP is a professional accounting and tax advisory firm that offers a wide range of services, including tax preparation, compliance for small businesses, and tax resolution, to clients throughout the United States. Led by an IRS Enrolled Agent with over 14 years of experience, the firm a
Highlights
2-9
Employees
Dunedin, Florida, Us
Services Provided
49% Tax Preparation Services
20% Tax Consulting
16% Accounting Services
15% Business Consulting Services
AI Summary
“PUBLIC TAX, CORP delivers expert tax preparation, advisory, and compliance services nationwide, led by a seasoned IRS Enrolled Agent focused on precise, regulatory-compliant solutions for individuals and small businesses.”
A Garg CPA Professional CorporationProfile set up by Edverise AI
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Since 2004, we have been providing independent professional accounting and financial reporting services to individuals and different business entities in and around Toronto, Canada. We also offer comprehensive guidance on cross-border taxation matters. We consider all our clients as partners and val
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
70% Accounting Services
30% Tax Consulting
AI Summary
“A Garg CPA Professional Corporation provides independent accounting, financial reporting, and cross-border tax services since 2004, prioritizing client partnerships and tailored business solutions.”
Wolf & CompanyProfile set up by Edverise AI
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Wolf & Company, P.C. is a prominent regional certified public accounting and business consulting firm established in 1911, with locations in Boston and Springfield, Massachusetts, Albany, New York, and Livingston, New Jersey. Upholding a legacy of exceptional support, we offer our clients assurance,
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
250-999
Employees
Boston, Massachusetts, Us
Services Provided
35% Accounting Services
34% Tax Consulting
20% Risk Management Services
11% Business Consulting Services
AI Summary
“Wolf & Company, established in 1911, is a regional accounting and consulting firm offering assurance, tax, risk management, and integrated business consulting services across multiple U.S. locations.”
Canada Tax ProsProfile set up by Edverise AI
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Canada Tax Pros delivers valuable solutions to help you grow your business! We're truly committed to accounting.
Highlights
2-9
Employees
Services Provided
70% Accounting Services
30% Tax Consulting
AI Summary
“Canada Tax Pros specializes in comprehensive accounting and financial solutions dedicated to supporting business growth with professional and committed services across diverse client needs.”
NBG Chartered Professional Accountant Professional CorporationProfile set up by Edverise AI
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NBG Chartered Professional Accountant is an accounting firm located in Hamilton that offers a variety of services, including accounting, tax, and business advisory, to individuals and small to medium-sized enterprises. Our extensive offerings encompass corporate and personal tax returns, bookkeeping
Highlights
$1,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
Hamilton, Ontario, Ca
Services Provided
50% Accounting Services
30% Tax Consulting
20% Business Consulting Services
AI Summary
“NBG Chartered Professional Accountant offers comprehensive accounting, tax, and advisory services to individuals and small businesses in Hamilton, combining expertise with personalized, strategic support.”
Aspire TaxProfile set up by Edverise AI
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At Aspire Tax, we are your reliable partner for expert accounting and tax services, simplifying the complicated tax landscape for you. With our help, you can concentrate on your core business activities while we handle all your tax-related requirements. Whether you need support with tax planning, pr
Highlights
250-999
Employees
Services Provided
50% Tax Preparation Services
30% Accounting Services
20% Tax Consulting
AI Summary
“Aspire Tax offers professional accounting and tax services, specializing in taxation planning, preparation, and filing, enabling clients to focus on their core business operations.”
YHB CPAs & ConsultantsProfile set up by Edverise AI
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Since we established our office in 1947, we embarked on a mission to support our community. Today, those foundational values remain highly significant. For us, it transcends mere wealth management, tax auditing, or accounting; it’s about uplifting the individuals who live in this area. We collaborat
Highlights
$1,000+
Min Project Size
$150+/hr
Avg Hourly Rate
50-249
Employees
Winchester, Virginia, Us
Services Provided
50% Accounting Services
30% Tax Consulting
20% Financial Advisory & Consulting
AI Summary
“Established in 1947, YHB CPAs & Consultants provides tailored financial and accounting solutions, emphasizing community engagement and collaborative strategies for individual and organizational growth.”

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