Business Tax Advisor Shortlist: 25 Firms to Compare
Compare 25 business tax providers by planning needs, pricing scope and implementation. Find firm-specific comparisons and alternatives.
A shortlist organized around your business needs
These 25 firms provide relevant publicly described tax or accounting services. This is an AE-published shopping guide, not an independent ranking. Use the linked comparisons to assess scope, use pricing guides to request matching quotes, and use alternatives guides to decide whether you need a new adviser or a specialist.
Official materials reviewed October 8, 2026. Availability and contract terms must be confirmed directly.
Gamburg CPA
Advertises individual and business tax services, international accounting and tax planning.
Evaluation focus: International reporting support. Confirm which foreign reporting, treaty analysis and state returns are included and which require a specialist.
Brook Bay Consulting
Pittsburgh practice describing bookkeeping, business tax planning, preparation and plan implementation.
Evaluation focus: Local bookkeeping and planning coordination. Ask whether the proposal covers bookkeeping corrections, the implementation calendar and coordination of business and owner returns.
TYS Advisors
Describes tax preparation, planning, transaction structuring and accounting services, with construction industry coverage.
Evaluation focus: Construction business forecasting. Ask how job information reaches the tax forecast and who reviews major contracts before execution.
Kathy L. Hess & Associates
Pittsburgh South Hills practice advertising tax strategy, compliance, audit support, accounting and bookkeeping.
Evaluation focus: Pittsburgh business and personal coordination. Request a proposal separating business planning, estate-related coordination, bookkeeping and annual preparation.
Duane Morris Tax Accounting Group
Law-firm-affiliated group providing tax compliance, planning, accounting, management advisory and litigation consulting.
Evaluation focus: Tax work involving legal or litigation support. Confirm the engagement’s tax, legal and litigation components, billing responsibilities and professional relationships.
Apex CPAs & Consultants
Describes business tax planning involving financial review, entity structure, compensation, investment and succession.
Evaluation focus: Growth and succession planning. Ask for modeled growth scenarios, decision deadlines and the assumptions used to compare owner compensation choices.
PNC CPA and Advisors
Describes proactive tax planning, complex returns, IRS representation and part-time CFO services.
Evaluation focus: Compliance cleanup and prospective planning. Identify which work resolves past compliance and which work plans future decisions; request separate responsibilities and fees.
Hacker, Johnson & Smith
Florida firm advertising independent audit and tax services, including banking, insurance, manufacturing and nonprofit work.
Evaluation focus: Financial reporting and industry tax support. Separate tax advice from audit or attest work and confirm the required independence and reporting standards.
Pasquesi Partners
Chicago practice offering business and individual tax services, planning, bookkeeping, payroll and fractional CFO support.
Evaluation focus: Professional services accounting and planning. Ask whether the ongoing accounting service includes tax forecasts, partner-level analysis and a written action plan.
Carpenter, Evert & Associates
Bloomington practice describing tax preparation, strategic planning, audit, accounting and business advisory services.
Evaluation focus: Accounting foundations and business advisory. Ask how the proposal connects bookkeeping, financial analysis, tax planning and any lender reporting.
Warren Averett
Publishes business owner guidance emphasizing proactive tax planning and ongoing business decisions.
Evaluation focus: Coordinating a broader advisory team. Confirm the assigned tax team, specialty handoffs, communication schedule and engagement covering each business.
Compound Wealth & Tax
Wisconsin firm describing integrated tax and wealth planning for owners, high-net-worth families and real estate investors.
Evaluation focus: Integrated tax and wealth decisions. Ask which entity provides each service, how tax fees differ from investment fees and whether retaining your investment adviser is possible.
Aligned CPA
Publishes business owner tax planning guidance that connects tax strategy with longer-term business goals.
Evaluation focus: Long-term business tax planning. Ask for an after-fee, after-tax projection showing the effect on cash and future years, not just current deductions.
Oak City Accounting
Raleigh practice advertising planning packages, projections, entity reviews and preparation for small businesses and individuals.
Evaluation focus: Recurring planning package evaluation. Specify the number of projections, meetings, business returns and personal returns, plus renewal and complexity charges.
DKK Accounting
Offers bookkeeping, consulting, tax preparation and tax projections updated with financials, plus educational products.
Evaluation focus: Bookkeeping-driven tax projections. Distinguish courses and stand-alone reports from a professional engagement covering personalized planning and filings.
David M. Florijan CPA
Glenshaw practice describing small business tax services, planning, payroll and Pittsburgh North Hills coverage.
Evaluation focus: North Hills business owner service. Ask who reviews your file, how current-year changes are handled and whether planning meetings have defined deliverables.
Davis, Davis & Associates
Pittsburgh practice offering business accounting, tax preparation and planning, with healthcare, real estate and restaurant coverage.
Evaluation focus: Pittsburgh industry-specific accounting. Confirm whether the proposal covers industry bookkeeping, year-end planning and owner returns together.
LTax Consulting
Describes a boutique consulting approach to tax preparation and planning, personalized communication and actionable recommendations.
Evaluation focus: Personalized tax preparation and planning. Request the exact written recommendations, review dates, implementation responsibilities and scope of investment coordination.
Revonary
Provides tax planning, accounting and consulting under an alternative practice structure, serving businesses, individuals and family offices.
Evaluation focus: Family and business reporting coordination. Identify the contracting entity for tax, consulting and any attest work and confirm how information moves between teams.
Vital Wealth
Describes tax strategy for entrepreneurs earning $1 million or more, including entity, investment, income and exit coordination.
Evaluation focus: Entrepreneur exit and investment coordination. Ask who prepares returns, who gives investment advice and how the proposed strategy reaches your CPA and attorney.
Warner Tax Group
Ohio practice listing business and personal returns, bookkeeping, payroll, consulting and tax planning.
Evaluation focus: Ohio business compliance and planning. Confirm which local filings and payroll services are included and whether planning is an ongoing service or a separate project.
Sweeney Conrad
Describes closely held business and high-net-worth tax services, real estate planning, multistate and international work under an alternative practice structure.
Evaluation focus: Closely held company complexity. Request a lead adviser and a single plan coordinating business, owner, property and state work; identify each contracting entity.
Nelson CPA
Serves small business owners, professionals and real estate investors using S corporations and LLCs, including multistate and international activity.
Evaluation focus: S corporation and LLC return-led advice. Compare return preparation and hourly consultation scope with a separate written advisory project and confirm seasonal availability.
Phillips Business Group
Markets strategic tax planning for entrepreneurs, with particular attention to women business owners and quarterly strategy sessions.
Evaluation focus: Entrepreneur-focused strategy sessions. Ask for individualized assumptions, substantiation requirements, deliverables and execution fees for each proposed strategy.
Bryan Sweeney, CPA
Dallas practice describing proactive tax planning for businesses and individuals throughout the year.
Evaluation focus: Dallas business and individual planning. Ask which meetings, projections, return reviews and implementation tasks are included in the proposal.
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