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

    Smart Solutions CPA Firm focuses on auditing and reviewing nonprofit organizations, small businesses, and government entities. Our goal is to foster financial growth by providing top-notch services with quicker turnaround times and prompt communication. Additionally, we offer tax services, payroll o


    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    Kenosha, Wisconsin, Us

    Services Provided+1 Services
    30% Audit Services
    25% Accounting Services
    20% Tax Preparation Services
    15% Payroll Services
    AI Summary

    Smart Solutions CPA offers auditing, tax, payroll, and CFO services to nonprofits, small businesses, and government entities, emphasizing prompt communication and efficient financial growth support.

  2. Anchin logo
    AnchinProfile set up by Edverise AI
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    Anchin is a prominent accounting, tax, and advisory firm that focuses on the needs of privately-owned companies, investment funds, and affluent individuals and families. Their industry-specific expertise enables clients to navigate challenges and reach their financial goals with remarkable assurance


    Highlights

    250-999

    Employees

    New York, New York, Us

    Services Provided+1 Services
    50% Cybersecurity Assessments & Hardening
    21% Accounting Services
    16% Tax Preparation Services
    8% Financial Advisory & Consulting
    AI Summary

    Anchin is a comprehensive accounting and advisory firm serving privately-owned businesses, investment funds, and high-net-worth clients with expertise in tax, assurance, and strategic financial services.

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

    Tronconi Segarra & Associates LLP is a certified public accounting and business consulting firm located in New York City. Established in 1985, the firm focuses on providing reassurance to its clients. Regardless of the specific service offered—whether it’s an audit report, mergers and acquisitions s


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    50-249

    Employees

    Buffalo, New York, Us

    Services Provided
    49% Accounting Services
    20% Audit Services
    16% Business Valuation Services
    15% Tax Preparation Services
    AI Summary

    Tronconi Segarra & Associates LLP is a New York-based CPA and consulting firm offering auditing, tax, valuation, M&A support, and business services focused on client confidence.

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

    With over 25 years of experience in the finance industry, we focus on delivering extensive outsourced finance and accounting solutions, primarily to clients in the US and UK. Our comprehensive service offerings include: 1. **Finance and Accounting Services:** We provide customized finance and acco


    Highlights

    $1,000+

    Min Project Size

    < $25/hr

    Avg Hourly Rate

    50-249

    Employees

    Services Provided+1 Services
    30% Accounting Services
    20% Accounts Payable Services
    20% Tax Preparation Services
    20% CFO Services
    AI Summary

    IBN Technologies LLC offers over 25 years of expertise in outsourced finance, accounting, AI process automation, and CFO services, delivering tailored solutions for US and UK businesses.

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

    Experience. Excellence. Empowerment. We are a results-oriented outsourced accounting firm, Blended Shore, committed to helping small and medium businesses like yours unlock their full potential. Our top-notch services in accounting, bookkeeping, tax preparation, CFO support, auditing, and payroll ar


    Highlights

    $1,000+

    Min Project Size

    1000-9999

    Employees

    Irving, Texas, Us

    Services Provided+1 Services
    39% Accounting Services
    30% Bookkeeping Services
    11% Tax Preparation Services
    10% CFO Services
    AI Summary

    Pacific Accounting & Business Services is an experienced outsourced accounting firm offering comprehensive financial services to small and medium businesses, enhancing efficiency and profitability across various industries.

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

    We offer BackOffice Solutions for a variety of services, including Bookkeeping, Accounting, Tax Preparation, Reconciliation, and Accounts Payable Processing. Our services cater to Small and Medium Businesses, as well as serving as a Back Office for Accounting Firms, CPAs, and Enrolled Agents. One


    Highlights

    $1,000+

    Min Project Size

    < $25/hr

    Avg Hourly Rate

    50-249

    Employees

    Services Provided
    40% Bookkeeping Services
    30% Accounting Services
    15% Accounts Payable Services
    15% Tax Preparation Services
    AI Summary

    Outsourced Bookkeeping provides comprehensive back-office solutions including bookkeeping, accounting, tax preparation, and accounts payable processing for small and medium businesses across various sectors.

  7. Sledge Accounting logo
    Sledge AccountingProfile set up by Edverise AI
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    We are an outsourced accounting growth partner specifically designed for service-based businesses. Operating on a monthly retainer, we offer continuous support throughout the year. In summary, our 4-Slice System assists you in saving time, making better decisions, and minimizing taxes. The four comp


    Highlights

    $100-149/hr

    Avg Hourly Rate

    2-9

    Employees

    St. George, Utah, Us

    Services Provided
    49% Accounting Services
    20% Business Consulting Services
    16% Tax Planning
    15% Tax Preparation Services
    AI Summary

    Sledge Accounting provides outsourced accounting services for service-based businesses, offering continuous support through tracking, financial statements, consulting, and tax planning to optimize financial management.

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

    We are a top accounting outsourcing company offering services to accountancy practices in the UK and Australia. Established in 2004, our firm is managed by a team of highly skilled accountants and is registered in the UK. Our CEO brings over 25 years of experience in overseeing outsourced finance de


    Highlights

    $1,000+

    Min Project Size

    < $25/hr

    Avg Hourly Rate

    50-249

    Employees

    Services Provided
    59% Accounting Services
    30% Bookkeeping Services
    11% Tax Preparation Services
    AI Summary

    Sapphire Info Solutions, established in 2004, provides specialized outsourced accounting and finance services with advanced software expertise to UK and Australian accountancy firms, ensuring quality and security.

  9. Saffery LLP logo
    Saffery LLPProfile set up by Edverise AI
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    Saffery LLP is a leading chartered accounting firm ranked in the top 20, with nine offices across the UK and additional offices in Dubai, Dublin, Geneva, Guernsey, and Zurich. The firm boasts more than 80 partners and directors, along with a workforce exceeding 1,000 staff members. Our expertise spa


    Highlights

    1000-9999

    Employees

    Services Provided
    69% Accounting Services
    20% Financial Advisory & Consulting
    11% Tax Preparation Services
    AI Summary

    Saffery LLP, established in 1855, is a top 20 UK chartered accounting firm offering comprehensive services across multiple sectors with international presence and Nexia affiliation.

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

    Are you in need of a dependable accountant or bookkeeper? Do you require assistance with payroll or corporate tax filing? Reach out to us today! Founded in 2015, Accountor CPA has been a reliable partner for businesses throughout Canada, offering a comprehensive range of accounting and bookkeeping s


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    50-249

    Employees

    Vaughan, Ontario, Ca

    Services Provided
    38% Accounting Services
    30% Bookkeeping Services
    20% Payroll Services
    12% Tax Preparation Services
    AI Summary

    Accountor CPA offers comprehensive accounting, bookkeeping, payroll, and tax services across Canada, delivering tailored financial solutions for diverse industries including healthcare, non-profits, and startups.

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