How this shortlist was selected
This collection includes 12 alphabetical examples from 12 directory records assigned to the United States. Selection uses the location recorded in our sources, not client results, fees, reviews, or a quality score. Numbers identify entries and do not rank professional performance. The underlying profiles retain their source links.
Set the scope for your region
For a national search, start with your states, entities, and decision timeline rather than proximity alone. These records document tax advisory information in a cited source; the list does not assert that every firm serves every state. Ask each provider to confirm geographic availability and the professionals responsible for your work.
A listed location describes the source record. It does not establish every office, current licensing, a service territory, or whether the provider will accept your engagement. Confirm those points before comparing proposals.
Grossman Yanak & Ford LLP
Listed location: Location not confirmed. Tax planning, compliance and consulting services.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Hall-Mihalos-Straub & Co., LLC
Listed location: Location not confirmed. Tax planning and consulting services.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Incite Tax & Accounting
Listed location: Location not confirmed. Tax planning and accounting services for small business owners.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Keystone CPA
Listed location: Location not confirmed. Tax planning for real estate investors, business owners and high-income earners.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Neil Jesani Advisors
Listed location: Location not confirmed. Private-client tax planning, mid-market business advisory and tax controversy services.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
North Hills Tax Associates
Listed location: Location not confirmed. Tax and accounting services for individual, business, estate and trust clients.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Tax Goddess Business Services
Listed location: Location not confirmed. Strategic tax planning and coaching for business owners and professionals.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Tax Samaritan
Listed location: Location not confirmed. U.S. expat tax preparation, representation and proactive planning.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Taxstra
Listed location: Springfield, IL. Tax planning, preparation and bookkeeping services for business owners and high-income professionals.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
The Tax Strategist CPA
Listed location: Location not confirmed. Tax strategy, entity planning and IRS representation for business owners and investors.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
WCG CPAs & Advisors
Listed location: Colorado Springs, CO. Tax planning, business consulting and real estate advisory services.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
XQ CPA
Listed location: Location not confirmed. Tax planning and preparation for individuals and businesses.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Compare the proposals, not just the names
- Describe the decision, entities, states, and deadline before asking for a fee.
- Ask for the named professional and written deliverables, including what happens after recommendations are made.
- Confirm whether returns, amendments, specialist studies, and implementation are included.
- Identify who communicates with your bookkeeper, preparer, attorney, or payroll team.
- Request a timeline and a complete written scope before engaging.
Use the engagement comparison tool, search all firm records, or browse other shortlists.
About this publication
AE Tax Advisors owns and publishes this guide. Our featured placement is publisher promotion. Inclusion of another firm is a research reference and does not imply affiliation, endorsement, or a client relationship.