Top Financial services Tax Preparation Services Companies

Discover Tax Preparation Services 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

Top Financial services Tax Preparation Services Companies

  1. CLM Controller logo
    CLM ControllerProfile set up by Edverise AI
    Is this your business? Become an Edverise partner & Claim Now

    CLM CONTROLLER is an accounting company that provides services in accounting, tax, finance, and payroll. With over 40 years of experience and an increasing number of satisfied clients, we demonstrate our commitment to quality, integrity, and efficiency in our work.


    Highlights

    $10,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    50-249

    Employees

    Sao Paulo, Sao Paulo, Br

    Services Provided
    50% Accounting Services
    30% Tax Preparation Services
    20% Payroll Services
    AI Summary

    CLM CONTROLLER offers comprehensive accounting, tax, finance, and payroll services, leveraging over 40 years of experience to ensure quality, integrity, and client satisfaction.

  2. Focus LLP logo
    Focus LLPProfile set up by Edverise AI
    Is this your business? Become an Edverise partner & Claim Now

    Our team is committed to delivering accounting services that maximize your benefits while ensuring compliance with all tax and filing obligations. We specialize in serving private corporations, their shareholders, trusts, estates, as well as self-employed individuals and deceased taxpayers.


    Highlights

    2-9

    Employees

    Calgary, Alberta, Ca

    Services Provided
    70% Accounting Services
    30% Tax Preparation Services
    AI Summary

    Focus LLP delivers comprehensive accounting services, specializing in private corporations, shareholders, trusts, estates, self-employed individuals, and deceased taxpayers, ensuring compliance and maximizing benefits.

  3. George Dimov, CPA logo
    George Dimov, CPAProfile set up by Edverise AI
    Is this your business? Become an Edverise partner & Claim Now

    George Dimov, CPA, provides exceptional tax and accounting services for both individuals and businesses. Established in 2008, our firm conducts audit and tax services across all 50 states and internationally, with offices in major cities including Boston, New York, New Jersey, Atlanta, Houston, San


    Highlights

    $150+/hr

    Avg Hourly Rate

    10-49

    Employees

    New York, New York, Us

    Services Provided+1 Services
    49% Accounting Services
    29% Tax Preparation Services
    10% Audit Services
    6% Bookkeeping Services
    AI Summary

    George Dimov, CPA, offers comprehensive tax, audit, and accounting services nationwide and internationally, serving individuals and businesses with expertise in complex filings, forensic accounting, and tax optimization.

  4. Pier & Associates logo
    Pier & AssociatesProfile set up by Edverise AI
    Is this your business? Become an Edverise partner & Claim Now

    Pier & Associates, Ltd. was established by Mary Lou Pier in 1991. Prior to launching the firm, Ms. Pier gained experience at a local, national, and international accounting firm. She specializes in accounting, taxation, and business advisory services. Over the years, we have built strong professiona


    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    Chicago, Illinois, Us

    Services Provided
    50% Accounting Services
    30% Tax Preparation Services
    20% Business Consulting Services
    AI Summary

    Pier & Associates, Ltd., founded in 1991, offers comprehensive accounting, taxation, and advisory services, serving diverse industries nationwide with strong client relationships.

  5. Joy the Bookkeeper logo
    Joy the BookkeeperProfile set up by Edverise AI
    Is this your business? Become an Edverise partner & Claim Now

    Introducing Joy, your financial superhero! Buried under paperwork and confused by numbers? Don't worry! Joy is ready to save your finances. With a love for detail and a talent for simplifying, Joy turns financial disorder into organization. Whether it's bookkeeping, payroll, tax preparation, or fina


    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    Uniondale, New York, Us

    Services Provided
    40% Bookkeeping Services
    20% Payroll Services
    20% Tax Preparation Services
    20% Financial Reporting
    AI Summary

    Joy the Bookkeeper offers comprehensive financial management services including bookkeeping, payroll, tax preparation, and reporting, simplifying finances to support clients' financial independence efficiently and reliably.

  6. Morgan & Morgan logo
    Morgan & MorganProfile set up by Edverise AI
    Is this your business? Become an Edverise partner & Claim Now

    Morgan & Morgan is among the oldest accounting firms in the Boston region. For more than ninety years, we have delivered top-notch accounting, auditing, and tax services to both individuals and a diverse array of businesses. Being a smaller firm allows us to offer our clients exceptional, personaliz


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    2-9

    Employees

    Hingham, Massachusetts, Us

    Services Provided
    40% Accounting Services
    30% Audit Services
    30% Tax Preparation Services
    AI Summary

    Morgan & Morgan is a longstanding Boston accounting firm providing personalized, high-quality accounting, auditing, and tax services to individuals and diverse businesses for over ninety years.

  7. Is this your business? Become an Edverise partner & Claim Now

    Hi, I’m Tatiana Loughman. I’m an Enrolled Agent, Chartered Economist, QBO ProAdvisor, and an Authorized E-File Provider, authorized to practice before the IRS. With over 10 years of experience, I have a track record of satisfied clients and am committed to being diligent and dedicated to each indivi


    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    Columbus, Ohio, Us

    Services Provided
    70% Accounting Services
    30% Tax Preparation Services
    AI Summary

    Tax Bookkeeping Payroll, LLC offers comprehensive accounting, tax preparation, bookkeeping, payroll, and IRS representation services, ensuring accurate financial management and regulatory compliance across diverse industries.

  8. accounting byte logo
    accounting byteProfile set up by Edverise AI
    Is this your business? Become an Edverise partner & Claim Now

    At Accounting Bytes, we are the foremost experts in delivering exceptional bookkeeping, accounting, and tax services to companies throughout the US, UK, Canada, and Ireland. Our vast experience and knowledge distinguish us, and we are confident in our capacity to achieve outstanding results for our


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Services Provided
    50% Accounting Services
    30% Bookkeeping Services
    20% Tax Preparation Services
    AI Summary

    Accounting Bytes provides expert bookkeeping, accounting, and tax services across the US, UK, Canada, and Ireland, leveraging extensive experience to deliver outstanding client results.

  9. Our Accountants logo
    Our AccountantsProfile set up by Edverise AI
    Is this your business? Become an Edverise partner & Claim Now

    Our Accountants is a firm that provides professional financial services for both individuals and businesses. Their team of experienced accountants is dedicated to helping you manage your finances efficiently. They offer various services, including tax preparation, bookkeeping, and financial planning


    Highlights

    $1,000+

    Min Project Size

    < $25/hr

    Avg Hourly Rate

    50-249

    Employees

    Services Provided
    50% Accounting Services
    30% Tax Preparation Services
    20% Financial Planning
    AI Summary

    Our Accountants offers comprehensive financial services including tax preparation, bookkeeping, and financial planning to individuals and businesses, ensuring efficient financial management and optimized tax outcomes.

  10. Is this your business? Become an Edverise partner & Claim Now

    ZHS is a firm of Certified Public Accountants and Chartered Accountants located in Toronto, authorized to provide public accounting services by CPA Ontario and the California Board of Accountancy. Established in May 2000, we have developed a robust clientele over the years, offering a diverse array


    Highlights

    2-9

    Employees

    Toronto, Ontario, Ca

    Services Provided
    69% Accounting Services
    20% Audit Services
    11% Tax Preparation Services
    AI Summary

    ZHS Chartered Accountants, based in Toronto since 2000, offers comprehensive accounting and consulting services across diverse industries, delivering expertise in tax, bookkeeping, and financial strategies.

One Platform. One Promise. One Trust.

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

Connectingyouwiththeworld'stop-ratedfirms.