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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184 Companies

Top Financial services Tax Preparation Services Companies

AGS Tax Group
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For more than a decade, our accounting experts have focused on meeting the needs of entrepreneurial and mid-sized businesses, as well as high-net-worth individuals and families in Boston, MA. We possess a deep understanding of the services and planning necessary to ensure your business thrives now,
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Newton, Massachusetts, Us
Services Provided
70% Accounting Services
30% Tax Preparation Services
AI Summary
“AGS Tax Group provides comprehensive accounting and tax planning services tailored to entrepreneurial ventures, mid-sized businesses, and high-net-worth clients in Boston, ensuring sustained success and growth.”
Tab Service Company
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Since 1960, Tab Service Company has been delivering information management and data processing services tailored to the unique requirements of organizations. We prioritize customer feedback and create practical solutions while utilizing the latest technology. This established method has benefited ou
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
10-49
Employees
Chicago, Illinois, Us
Services Provided
70% Data Processing
30% Tax Preparation Services
AI Summary
“Tab Service Company has provided tailored information management and business process outsourcing services since 1960, specializing in finance, accounting, and tax processing solutions to efficiently support diverse industries.”
Herman P. Ortiz, CPA, P.C.
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We are a specialized boutique public accounting firm that offers comprehensive services in accounting, auditing, and taxation. Our main office is located in Melville, NY. We prioritize our clients' needs and ensure timely follow-ups. Utilizing cutting-edge technology, we provide our clients with eff
Highlights
2-9
Employees
Melville, New York, Us
Services Provided
50% Accounting Services
30% Audit Services
20% Tax Preparation Services
AI Summary
“Herman P. Ortiz, CPA, P.C. is a Melville-based boutique firm offering accounting, auditing, and tax services, leveraging over 10 years' experience and advanced technology for client-focused solutions.”
Withum
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WithumSmith+Brown, PC (“Withum”) equips clients with cutting-edge tools and solutions to meet their accounting, tax, and advisory requirements. Our stability and consistent growth attract top talent to join and develop within our firm. With a team of roughly 900 employees, including over 650 profess
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
250-999
Employees
Philadelphia, Pennsylvania, Us
Services Provided
40% Accounting Services
35% Tax Preparation Services
25% Business Consulting Services
AI Summary
“Withum is a professional services firm delivering expert accounting, tax, and advisory solutions through a large team of CPAs and professionals, fostering strong client partnerships with timely support.”
National Tax Attorney
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National Tax Attorney offers the subsequent services:
Highlights
$5,000+
Min Project Size
2-9
Employees
San Diego, California, Us
Services Provided
70% Tax Consulting
30% Tax Preparation Services
AI Summary
“National Tax Attorney specializes in providing professional tax representation and advisory services, assisting clients with tax disputes, compliance, and resolution across various tax-related matters.”
JPT Financial Solutions Inc.
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We are a customer-focused provider offering a range of non-attest professional services, including eldercare accounting, consultation and advisory services, tax preparation, and general accounting for both businesses and individual clients. Acting as key internal consultants, we deliver tailored ser
Highlights
2-9
Employees
Bogota, New Jersey, Us
Services Provided
50% Accounting Services
30% Tax Preparation Services
20% Business Consulting Services
AI Summary
“JPT Financial Solutions Inc. provides tailored non-attest services including eldercare accounting, tax preparation, advisory, and internal control enhancement to improve clients' financial management and performance.”
T-Ledgers Accounting Inc.
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Your all-in-one solution for accounting services. We offer bookkeeping, payroll, corporate and personal taxation, HST, and virtual CFO services.
Highlights
$1,000+
Min Project Size
10-49
Employees
Services Provided
35% Accounting Services
25% Bookkeeping Services
20% Payroll Services
20% Tax Preparation Services
AI Summary
“T-Ledgers Accounting Inc. provides comprehensive accounting services, including bookkeeping, payroll, taxation, HST, and virtual CFO solutions to support business financial management.”
Apex Advisor group
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Apex Advisor Group Inc is an accounting firm located in Tampa, Florida, offering services such as bookkeeping, payroll, tax preparation, and credit repair and counseling. Our team consists of highly skilled professionals with more than 40 years of combined experience in tax, accounting, insurance, a
Highlights
10-49
Employees
Services Provided
30% Accounting Services
39% Tax Preparation Services
20% Bookkeeping Services
11% Mortgage Broker Services
AI Summary
“Apex Advisor Group, based in Tampa, offers expert accounting, tax, payroll, and financial services with over 40 years' combined experience serving individuals and businesses.”
Jones, Schiller & Littman
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Jones, Schiller & Littman LLP is a comprehensive accounting firm that offers services to wealthy individuals and privately owned businesses across various industries globally. Based in San Francisco and Marin County, California, we deliver a range of services such as income tax preparation, represen
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
San Francisco, California, Us
Services Provided
58% Accounting Services
30% Tax Preparation Services
12% Business Formation
AI Summary
“Jones, Schiller & Littman LLP is a San Francisco-based accounting firm providing tax preparation, audit representation, financial statements, and start-up support to affluent individuals and private businesses globally.”
Abacus Consulting
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Founded in 2008 by Philippe Roose, Abacus Consulting has earned a strong reputation for going above and beyond for its clients. The company pioneers in expert record management and corporate consulting. Abacus Consulting stands out due to its unique philosophy; when providing tailored financial serv
Highlights
$25,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided
59% Accounting Services
30% Tax Preparation Services
11% Business Consulting Services
AI Summary
“Founded in 2008, Abacus Consulting specializes in expert record management and corporate consulting, offering tailored, collaborative financial and business management solutions with integrity and flexibility.”

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