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.

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Top Financial services Tax Preparation Services Companies

  1. BookkeeperLive logo
    BookkeeperLiveProfile set up by Edverise AI
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    BookkeeperLive offers innovative outsourcing solutions designed to transform your bookkeeping and accounting experience. Whether you're a small business owner or an individual aiming to organize your personal finances, BookkeeperLive delivers effective tools for real-time tracking of income, expense


    Highlights

    $1,000+

    Min Project Size

    10-49

    Employees

    Dallas, Texas, Us

    Services Provided
    39% Bookkeeping Services
    41% Accounting Services
    20% Tax Preparation Services
    AI Summary

    BookkeeperLive provides comprehensive outsourcing services in bookkeeping, accounting, tax preparation, and back-office support, enhancing financial management for small businesses and individuals through innovative, automated solutions.

  2. Mauldin & Jenkins logo
    Mauldin & JenkinsProfile set up by Edverise AI
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    Mauldin & Jenkins offers auditing, accounting, and tax services. Since our inception, we have prioritized delivering exceptional service to all our clients. We possess a wealth of experience serving a diverse clientele. Our goal is to assist our clients in reaching their business and financial goals


    Highlights

    250-999

    Employees

    Albany, New York, Us

    Services Provided
    40% Audit Services
    40% Accounting Services
    20% Tax Preparation Services
    AI Summary

    Mauldin & Jenkins provides comprehensive auditing, accounting, and tax services with a commitment to quality, client success, and fostering rewarding careers within a diverse clientele.

  3. CBIZ logo
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    CBIZ allows you to focus on essential business issues by offering tailored solutions to help you handle your finances, manage risks, and oversee your workforce. We provide clients with outstanding quality and a wide range of services in Accounting and Tax, Insurance, Payroll and Human Resources, alo


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    50-249

    Employees

    Boston, Massachusetts, Us

    Services Provided+1 Services
    39% Accounting Services
    25% Tax Preparation Services
    15% Insurance Services
    11% Payroll Services
    AI Summary

    CBIZ delivers comprehensive financial, risk management, and workforce solutions including accounting, tax, insurance, payroll, HR, and consulting services to support business success.

  4. Hood & Strong logo
    Hood & StrongProfile set up by Edverise AI
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    Hood & Strong LLP is one of the oldest public accounting firms in California, operating continuously since 1917. We cater to a diverse range of clients, including successful startups, established companies, individuals, and non-profit organizations across the United States. This blend of commercial,


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    50-249

    Employees

    San Francisco, California, Us

    Services Provided
    69% Accounting Services
    16% Audit Services
    15% Tax Preparation Services
    AI Summary

    Hood & Strong LLP, established in 1917, is a longstanding California-based accounting firm serving diverse clients nationwide with expertise in financial management across industries and sectors.

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    Founded in 1990, BeachFleischman PLLC has become the largest locally-owned public accounting firm in Arizona and ranks among the “Top 200” CPA firms in the United States. Serving private businesses, nonprofit organizations, and entrepreneurs across the U.S., Mexico, and Canada, the firm offers a com


    Highlights

    $1,000+

    Min Project Size

    $150+/hr

    Avg Hourly Rate

    50-249

    Employees

    Tucson, Arizona, Us

    Services Provided
    40% Accounting Services
    20% Audit Services
    25% Tax Preparation Services
    15% Business Consulting Services
    AI Summary

    BeachFleischman PLLC, Arizona's largest locally-owned accounting firm, offers comprehensive tax, assurance, and advisory services across diverse industries, partnering with clients to drive growth and success.

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    BDG is a comprehensive online accounting firm that offers a range of services in accounting, advisory, and taxation, with an emphasis on cloud-based solutions. As Cloud Accountants, we harness cloud technology to streamline accounting processes, making them more efficient, automated, and straightfor


    Highlights

    2-9

    Employees

    Vancouver, British Columbia, Ca

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

    BDG Cloud Accountants LLP specializes in cloud-based accounting, advisory, and taxation services, leveraging technology to automate and simplify financial management for businesses.

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    We offer a comprehensive range of bookkeeping services, including bookkeeping, accounting, and tax preparation. As your business partner, your success is our priority. That's why we provide a variety of services at affordable rates, ensuring you get the best value available.


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    50-249

    Employees

    Las Vegas, Nevada, Us

    Services Provided
    40% Bookkeeping Services
    40% Accounting Services
    20% Tax Preparation Services
    AI Summary

    Virtual Bookkeeping delivers affordable, comprehensive bookkeeping, accounting, and tax preparation services, supporting diverse businesses to enhance financial management and drive business success.

  8. Sandler & Company logo
    Sandler & CompanyProfile set up by Edverise AI
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    Sandler & Company, P.C. is a comprehensive CPA firm that caters to businesses, individuals, and financial service clients across the United States. Our offerings include audit, tax, accounting, and advisory services for a varied clientele, such as hedge funds, private equity funds, commodity pools,


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    Needham, Massachusetts, Us

    Services Provided
    40% Accounting Services
    25% Audit Services
    20% Tax Preparation Services
    15% Business Consulting Services
    AI Summary

    Sandler & Company, P.C. is a nationwide CPA firm providing audit, tax, accounting, and advisory services to diverse clients including financial firms, medical practices, law firms, and businesses.

  9. Reconciled logo
    ReconciledProfile set up by Edverise AI
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    Reconciled offers remote bookkeeping, tax, advisory services, and business consulting to entrepreneurs and enterprise clients throughout the United States. As U.S.-based bookkeepers, we leverage cutting-edge online technology and an efficient process to deliver bookkeeping services to businesses nat


    Highlights

    10-49

    Employees

    Burlington, Vermont, Us

    Services Provided
    40% Bookkeeping Services
    25% Accounting Services
    20% Tax Preparation Services
    15% Business Consulting Services
    AI Summary

    Reconciled is a U.S.-based online accounting firm providing remote bookkeeping, tax advisory, and business consulting services nationwide, leveraging advanced technology to streamline financial management for businesses.

  10. Indus Fincorp LLC logo
    Indus Fincorp LLCProfile set up by Edverise AI
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    Indus Fincorp LLC offers accounting and taxation solutions to prominent CPA and tax firms across the United States and Canada. We assist small and mid-sized accounting firms by providing high-quality, timely, and cost-effective accounting and tax services. Our team consists of experienced profession


    Highlights

    $10,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Services Provided+1 Services
    49% Accounting Services
    20% Tax Preparation Services
    15% Payroll Services
    10% Bookkeeping Services
    AI Summary

    Indus Fincorp LLC provides comprehensive, cost-effective accounting and tax services, including bookkeeping, payroll, and CFO support, primarily aiding CPA and tax firms across the US and Canada.

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