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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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

184 Companies

Top Financial services Tax Preparation Services Companies

The Book Office
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The Book Office offers on-demand, customizable accounting capacity solutions for expanding accounting firms that require dependable support without increasing their in-house staff. We assist firms in scaling efficiently during tax season and throughout the year by providing secure, behind-the-scenes
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Boone, North Carolina, Us
Services Provided
69% Accounting Services
20% Bookkeeping Services
11% Tax Preparation Services
AI Summary
“The Book Office delivers scalable, white-label bookkeeping and tax preparation services, enabling accounting firms to efficiently expand without increasing in-house staff, ensuring quality, compliance, and client focus.”
KineticBooks & Tax Solutions
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KineticBooks & Tax Solutions is your reliable partner for bookkeeping and tax services in Vancouver, BC. With over 30 years of experience, we focus on delivering customized and efficient bookkeeping services that meet the specific needs of businesses of all sizes. We emphasize building personal rela
Highlights
2-9
Employees
Vancouver, British Columbia, Ca
Services Provided
48% Bookkeeping Services
30% Tax Preparation Services
11% Accounting Services
11% Compliance Consulting Services
AI Summary
“KineticBooks & Tax Solutions offers tailored bookkeeping, tax services, and financial management with 30+ years experience, serving businesses and non-profits in Vancouver with expert trust accounting and personalized client care.”
Liebert & Associates
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Liebert & Associates is an accounting firm comprised of tax preparers who focus on building relationships. We blend our expertise with technology to assist our clients effectively. Our accountants and tax professionals offer services for a wide range of filing scenarios, catering to US and internati
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Chicago, Illinois, Us
Services Provided
60% Accounting Services
40% Tax Preparation Services
AI Summary
“Liebert & Associates is an accounting firm specializing in tax preparation and financial services for diverse clients, combining expertise and technology to deliver tailored solutions.”
Avignon Global LLC
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Our team is made up of experienced and highly skilled tax agents in the USA and Australia. As consultants and advisors, we provide dependable services for tax filing, corporate filings, payroll tax filings, and sales tax preparation. If you seek exceptional tax management alongside BAS accounting an
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
10-49
Employees
Services Provided
54% Tax Preparation Services
25% Accounting Services
21% Business Consulting Services
AI Summary
“Avignon Global LLC offers expert tax, corporate, payroll, and sales tax filing services in the USA and Australia, enhancing company productivity through reliable financial and advisory support.”
Alexander Accountants, CPAs
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Alexander Accountants, CPAs is an accounting and financial advisory firm that has been assisting individuals and business owners in Harvard, Massachusetts, and nearby areas for nearly 30 years. Our firm is recognized as one of the top in the region due to our commitment to service, professionalism,
Highlights
10-49
Employees
Services Provided+1 Services
38% Accounting Services
20% Bookkeeping Services
11% Audit Services
20% Tax Preparation Services
AI Summary
“Alexander Accountants, CPAs, based in Harvard, MA, provides comprehensive accounting, tax planning, and business advisory services with nearly 30 years of professional expertise and client-focused commitment.”
Schultz & Associates, CPA
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Schultz & Associates, CPA is a highly regarded CPA firm located in Canton, Michigan, originally founded in Plymouth, Michigan, with the aim of offering professional tax filing and accounting services to Plymouth and nearby areas. Jeffrey Schultz, CPA serves as the managing member of the firm. We are
Highlights
10-49
Employees
Canton, Michigan, Us
Services Provided
50% Accounting Services
30% Tax Preparation Services
20% Payroll Services
AI Summary
“Schultz & Associates, CPA in Michigan offers comprehensive tax, accounting, payroll, and IRS representation services, supporting individuals and businesses to achieve their financial goals.”
The Guardian CPA
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The Guardian CPA, located in Santa Barbara and established by John F. Duston IV, CPA, focuses on serving small to mid-sized businesses and managing real estate taxes. Our services include tax filings, planning, and strategy development.
Highlights
$1,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
Services Provided
49% Accounting Services
40% Tax Preparation Services
11% Business Consulting Services
AI Summary
“The Guardian CPA, based in Santa Barbara, provides tax filing, planning, and strategy services primarily to small and mid-sized businesses, with expertise in real estate taxes.”
Raphael and Raphael
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Since Helmer Raphael established Raphael and Raphael over 70 years ago, many changes have occurred. The business landscape has grown more intricate, and our clients now have a wider range of needs than ever before. To address these requirements, we have transformed into a firm that provides a full s
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Boston, Massachusetts, Us
Services Provided
39% Tax Preparation Services
30% Audit Services
20% Business Consulting Services
11% Financial Planning
AI Summary
“Raphael and Raphael offers comprehensive services in tax, audit, consulting, and personal financial planning, leveraging innovative methods to efficiently meet diverse client needs for over 70 years.”
Zenith Tax & Accounting LLC A CPA Firm
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At Zenith, we focus on offering complete financial solutions customized to meet the needs of your business. We provide services ranging from tax planning and preparation to fractional CFO support, enabling both businesses and individuals to make informed financial choices. Located in Port St. Lucie,
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Port St. Lucie, Florida, Us
Services Provided
50% Tax Preparation Services
30% Accounting Services
20% CFO Services
AI Summary
“Zenith Tax & Accounting LLC offers comprehensive financial services including tax planning, accounting, and CFO support, helping businesses and individuals in Port St. Lucie achieve informed financial goals.”
Boundless Tax®
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If you're in search of a friendly and experienced tax professional licensed by the IRS (Enrolled Agent) to assist with your tax returns, you've found the right destination. Welcome to Boundless Tax®, where our priority is you. With over a decade of experience in preparing tax returns and assisting i
Highlights
$100-149/hr
Avg Hourly Rate
2-9
Employees
Bethlehem, Pennsylvania, Us
Services Provided
50% Tax Preparation Services
30% Accounting Services
20% Bookkeeping Services
AI Summary
“Boundless Tax® offers expert IRS-licensed tax preparation, consulting, bookkeeping, and accounting services, delivering personalized support to individuals and businesses across diverse U.S. industries.”

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