1099 Tax Doctor
A buying situation to evaluate: 1099 physicians evaluating their business and personal tax position
Ask: What should be decided before the first year of contracting ends?
Compare 100 Tax, Accounting and Property Study Firms
Find alternatives, pricing evidence and AE comparisons for 100 tax, accounting and cost segregation providers. Match your needs to the scope before choosing.
Choose by the work you need
Search the firms already covered in AE’s original hundred-provider directory. Each has separate alternatives, pricing and AE comparison guides. AE publishes this commercial directory and competes for tax services; the alphabetical list is not an independent ranking.
Choose the work first: an ongoing accounting relationship, a defined planning engagement, a filed return or a property study. Use the linked provider sources to confirm current services, fees and availability. An estimate is not a guaranteed saving or a provider quote.
Find a firm
100 providers
Accountfully
A buying situation to evaluate: CPG brands needing reporting that reflects inventory and distributor economics
Ask: Will the year-end numbers reflect inventory and distributor adjustments?
Acuity
A buying situation to evaluate: Businesses needing a dependable finance operation and advisory reporting
Ask: Who translates monthly reports into a transaction planning model?
Advise RE
A buying situation to evaluate: Owners, investors, and developers seeking real estate-oriented tax advice
Ask: Will the engagement compare holding, refinancing, and selling scenarios?
Anderson Advisors
A buying situation to evaluate: Investors seeking legal and tax work within a broader entity-planning relationship
Ask: Will the entity recommendation be reviewed for both legal and tax effects?
Anomaly CPA
A buying situation to evaluate: Business owners evaluating a documented planning process within a virtual accounting relationship
Ask: What happens between receiving the blueprint and filing the return?
Aprio
A buying situation to evaluate: Businesses seeking a wider accounting and advisory relationship
Ask: Who is responsible for connecting business advice to my household return?
Baker Tilly
A buying situation to evaluate: Companies comparing a broad tax relationship with a focused owner planning engagement
Ask: Which deliverables apply specifically to my owner-level planning?
BASIS Cost Segregation
A buying situation to evaluate: Residential investors evaluating an app-based study process
Ask: Does the service include analysis of my ability to use the deduction?
BDO
A buying situation to evaluate: Organizations seeking broad analysis of their tax footprint
Ask: How will company tax findings be incorporated into personal planning?
Beach Life CPA
A buying situation to evaluate: Professionals and owners considering a remote tax relationship
Ask: Will the analysis connect equity compensation with my other income?
Blumer CPAs
A buying situation to evaluate: Creative firm owners seeking finance support tied to their growth model
Ask: Will the forecast incorporate my revised agency growth plan?
Bracket Partners
A buying situation to evaluate: Owners comparing a planning-focused advisory relationship
Ask: Can the plan be implemented with my current CPA and bookkeeper?
Bracket Tax Co.
A buying situation to evaluate: Owners and professionals comparing a dedicated tax relationship
Ask: Can the proposal list the specific income events it will analyze?
Bright Hill Advisors
A buying situation to evaluate: Clients seeking planning across an operating business and investments
Ask: Will the business and rental recommendations use the same income forecast?
Capstan Tax Strategies
A buying situation to evaluate: Owners comparing technical property studies and related incentive opportunities
Ask: Which analyses are separate from the cost segregation study?
CBIZ
A buying situation to evaluate: Businesses and owners seeking several professional services together
Ask: Which services are essential now and which can be deferred?
Cerebral Tax Advisors
A buying situation to evaluate: Physicians and dentists seeking planning informed by practice ownership
Ask: Does the proposed plan cover both my practice and personal investments?
Cherry Bekaert
A buying situation to evaluate: Businesses seeking a broad accounting and advisory relationship
Ask: Will the proposal include my personal planning as well as company services?
Collective
A buying situation to evaluate: Solo owners evaluating business setup, bookkeeping, payroll, and tax support together
Ask: What happens if I add a rental or a second business?
Compass CPA
A buying situation to evaluate: Developers, syndicators, and property businesses needing finance support
Ask: What records are ready before the investor-level planning review?
Cost Seg Atlas
A buying situation to evaluate: Owners exploring a preliminary analysis before purchasing a formal study
Ask: Am I buying an educational analysis or an implementation-ready study?
Cost Seg Smart
A buying situation to evaluate: Owners considering a digital study workflow
Ask: Who reviews the property facts behind the generated report?
Cost Segregation Authority
A buying situation to evaluate: Owners comparing a property-focused specialty tax provider
Ask: Does the quote include any work beyond the property study?
Cost Segregation Guys
A buying situation to evaluate: Property owners seeking a specialist for studies and associated technical tasks
Ask: Who is responsible for determining and preparing the reporting method?
CostSeg Express
A buying situation to evaluate: Short-term rental owners prioritizing study delivery speed
Ask: Who evaluates participation and deduction usability before I rely on the estimate?
CostSegEZ
A buying situation to evaluate: Investors considering a streamlined digital report process
Ask: How are unusual property features and renovations reviewed?
CostSegregation.com
A buying situation to evaluate: Owners considering a software-led approach to organizing a study
Ask: Will my CPA review the proposed output before I purchase?
CostSegRx
A buying situation to evaluate: Owners who want to understand study requirements before ordering
Ask: Who is responsible for reviewing the land allocation?
CPA-ROD
A buying situation to evaluate: Owners and property investors seeking an integrated tax relationship
Ask: Who checks that all returns reflect the agreed plan?
Creative Planning
A buying situation to evaluate: Households seeking coordination between investment management and tax planning
Ask: What fees and deliverables apply to the tax work itself?
Crescent CPA Advisors
A buying situation to evaluate: Owners seeking a coordinated business and household tax relationship
Ask: Will the planning model incorporate both business profit and rental results?
CSSI
A buying situation to evaluate: Property owners seeking a specialist for the study portion of a tax project
Ask: What deliverables will my return preparer receive?
Dark Horse CPAs
A buying situation to evaluate: Owners seeking broader accounting support and advisory access
Ask: Will my business and household have one coordinated planning calendar?
Decimal
A buying situation to evaluate: Owners seeking a recurring operating-accounting relationship
Ask: Can my existing accounting workflow support a separate written tax plan?
Delerme CPA
A buying situation to evaluate: Entrepreneurs considering planning and accounting support with a defined service scope
Ask: Who reviews the state and jurisdiction consequences before a move?
Deloitte Tax
A buying situation to evaluate: Organizations and private clients needing broad technical capabilities
Ask: What work is handled by the core team versus separate specialists?
Duffy + Duffy Cost Segregation
A buying situation to evaluate: Commercial and residential owners comparing a technical study provider
Ask: How will construction records affect the study methodology?
Duncan Carter Tax Advisory
A buying situation to evaluate: Physicians with self-employment income or partnership-related compensation
Ask: Which compensation records are needed to model my tax position?
Elite Consulting, P.C.
A buying situation to evaluate: Owners evaluating planning across business, rentals, and retirement decisions
Ask: Will the plan show cash needs alongside estimated tax effects?
Engineered Tax Services
A buying situation to evaluate: Owners and businesses comparing multiple specialty tax projects
Ask: Which project needs to be completed first to meet my deadline?
EY
A buying situation to evaluate: Private clients and businesses comparing specialist teams within a large tax practice
Ask: Which professionals own the company, trust, and personal work?
FIRM1040
A buying situation to evaluate: Owners and high-income clients who may need both compliance and planning
Ask: What must be resolved before the new planning work begins?
Fluency Tax
A buying situation to evaluate: Owners seeking a clearer process for coordinating books and tax strategy
Ask: Which records are required before the planning model is reliable?
Fondo
A buying situation to evaluate: Startup founders seeking organized company compliance and accounting support
Ask: Which work relates to the corporation and which relates to me personally?
Forvis Mazars
A buying situation to evaluate: Businesses seeking a multidisciplinary tax relationship
Ask: Who coordinates the specialty project's results with the owner tax plan?
Fox & Company CPAs
A buying situation to evaluate: Medical professionals seeking a practice-informed tax relationship
Ask: Will the planning scope extend beyond my medical-practice income?
Fraim, Cawley & Company CPAs
A buying situation to evaluate: Owners seeking help with operating decisions or a business transition
Ask: Who coordinates the operating plan with a possible future sale?
Fusion CPA
A buying situation to evaluate: Owners needing business accounting and tax coordination across entities or jurisdictions
Ask: Which jurisdictions and entities are specifically listed in the engagement?
GavTax Advisory Services
A buying situation to evaluate: Investors and owners seeking tax advice across property transactions
Ask: Who coordinates the transaction timetable with my broader tax forecast?
Gelt
A buying situation to evaluate: Clients who value a digital service experience for tax work
Ask: Who signs off on recommendations that depend on my individual facts?
Grant Thornton
A buying situation to evaluate: Businesses evaluating a broader tax and advisory team
Ask: What owner-level analysis is included in the company's proposal?
Graphite Financial
A buying situation to evaluate: Startups seeking coordinated accounting and company tax compliance
Ask: How is company compliance separated from founder planning?
GreenGrowth CPAs
A buying situation to evaluate: Businesses seeking finance support in sectors with added reporting complexity
Ask: What work needs industry-specific expertise beyond a general tax plan?
Hall CPA
A buying situation to evaluate: Investors, sponsors, and developers seeking an accounting relationship centered on property operations
Ask: Who coordinates my personal return with the entities and depreciation schedules?
Heard
A buying situation to evaluate: Therapists evaluating an industry-focused accounting service
Ask: Which changes in my practice require an updated engagement?
ICS Tax
A buying situation to evaluate: Businesses and advisers seeking technical help with asset-related projects
Ask: How will the study be reconciled to my existing fixed-asset ledger?
Incite Tax
A buying situation to evaluate: Owners seeking operational cash-flow support alongside tax advice
Ask: How will tax recommendations fit the cash-allocation system?
Investor Friendly CPA
A buying situation to evaluate: Property owners seeking planning that understands investment activity
Ask: Which properties and business entities are included in the review?
Jasmine DiLucci
A buying situation to evaluate: Taxpayers who may need both routine tax work and help addressing an IRS matter
Ask: Which immediate notice deadlines will the engagement address?
JETRO and Associates
A buying situation to evaluate: Gym and fitness owners seeking industry-specific operational support
Ask: How will a second location change the planning and accounting scope?
KBKG
A buying situation to evaluate: Businesses and property owners seeking technical specialty tax support
Ask: Where does the specialty engagement end and broader tax planning begin?
Keystone CPA
A buying situation to evaluate: Investors who value learning the tax implications of acquisitions before committing capital
Ask: What must be reviewed before I sign the next purchase agreement?
KPMG
A buying situation to evaluate: Businesses evaluating a large-firm tax relationship
Ask: Can the proposal distinguish the transaction project from recurring compliance?
Kruze Consulting
A buying situation to evaluate: VC-funded companies seeking finance support aligned with startup operations
Ask: Who handles the founder's planning while the company prepares for financing?
Little Fish Accounting
A buying situation to evaluate: Service providers who want organized books and tax support
Ask: What reporting will be available before the next planning decision?
Madison SPECS
A buying situation to evaluate: Owners seeking a property-study specialist and CPA coordination
Ask: What information can change the preliminary benefit estimate?
Maven Cost Segregation
A buying situation to evaluate: Owners comparing detailed study and reporting-support options
Ask: Who validates the old schedules before applying the study results?
McGuire Sponsel
A buying situation to evaluate: Businesses seeking project-specific technical tax support
Ask: What handoff documentation will my existing advisers receive?
MSC Tax
A buying situation to evaluate: Owners evaluating technical property and incentive analyses
Ask: Which analyses require additional records beyond the study inputs?
My Cost Segregation
A buying situation to evaluate: Property owners seeking visibility into study scope and quoted fees
Ask: Which deliverables and support terms are covered by the study price?
Neil Jesani Advisors
A buying situation to evaluate: Owners and private clients with both planning needs and specialized accounting or controversy requirements
Ask: Are tax notices and representation included or separately contracted?
P4 Tax
A buying situation to evaluate: Owners whose business structure and household tax position need to be reviewed together
Ask: Which entities and owners are covered by the proposal?
Peter Holtz CPA
A buying situation to evaluate: Business owners who want financial reporting and operational advice alongside tax work
Ask: Who turns monthly financial results into planning decisions?
Pillar Advisors
A buying situation to evaluate: Owners seeking a broader financial and tax relationship
Ask: Can the engagement focus on my business and tax needs?
Pilot
A buying situation to evaluate: Startups seeking company-level compliance and a scalable accounting relationship
Ask: Does company tax support include my personal founder tax decisions?
Prime Path Advisory
A buying situation to evaluate: Founders and executives evaluating a service that connects strategic analysis to implementation
Ask: Which equity-compensation decisions are included in my engagement?
Proactive Tax Advisors
A buying situation to evaluate: Owners seeking advice before decisions become difficult to change
Ask: When should I involve the adviser before making the decision?
Pronto Advisors
A buying situation to evaluate: Owners working across property operations and development businesses
Ask: Who reconciles the tax assumptions across all related entities?
PwC
A buying situation to evaluate: Private companies and families evaluating a broad tax relationship
Ask: Who connects the company's tax projects with the owners' planning?
Rainwater CPA (James Rainwater CPA LLC)
A buying situation to evaluate: Owners who want to clarify the distinction between filing a return and planning ahead
Ask: Can I add planning without replacing my existing filing relationship?
Range.com
A buying situation to evaluate: High earners who value a connected financial platform and ongoing advice
Ask: Does my selected tier include the tax work I actually need?
RE Cost Seg
A buying situation to evaluate: Rental owners comparing specialist study services
Ask: Which records are needed beyond square footage and purchase price?
RSM
A buying situation to evaluate: Middle-market companies evaluating a broader professional-services relationship
Ask: Can the proposal define the owner's planning project separately?
SDO CPA
A buying situation to evaluate: Owners evaluating compliance and entity-related planning support
Ask: What changes operationally if the recommended entity election is made?
Tax Alchemy
A buying situation to evaluate: Entrepreneurs familiar with Karlton Dennis who want help translating tax education into a personal engagement
Ask: Which ideas become a written recommendation for my specific facts?
Tax Goddess
A buying situation to evaluate: Owners who want an ongoing coaching process to support their tax decisions
Ask: What deliverables will I have at the end of the engagement?
Tax Hack Accounting Group
A buying situation to evaluate: Online businesses that need advice tied to their operating model
Ask: Which platform and jurisdiction records do you need before advising me?
Tax Hive
A buying situation to evaluate: Business owners comparing a customized plan with ongoing support
Ask: What does the starting amount buy, and what is the complete first-year price?
Tax Strategists of America
A buying situation to evaluate: Owners comparing a structured tax-planning engagement
Ask: How will we know that a recommended step has been completed?
Taxhub
A buying situation to evaluate: Taxpayers who primarily need a return prepared through a remote service
Ask: Does the quote cover next year's decisions or only this year's return?
Taxstra PLLC
A buying situation to evaluate: Households combining professional income, an operating business, and rental assets
Ask: Will one planning process address all three income streams?
The Bottom Line CPA
A buying situation to evaluate: Online sellers seeking accounting that reflects inventory, platforms, and cash allocation
Ask: Which cash-flow reports will support the tax forecast?
The Fitness CPA
A buying situation to evaluate: Gym owners evaluating financial guidance with industry context
Ask: Who reviews the facility acquisition separately from operating results?
The Tara CPA Firm
A buying situation to evaluate: Owners seeking proactive tax support as profit grows
Ask: How will the plan change when my business outperforms its forecast?
TL;DR Accounting
A buying situation to evaluate: Practice owners seeking plain-language financial and tax guidance
Ask: What will I understand and be able to act on after each review?
Vincere Tax
A buying situation to evaluate: Owners who want tax work connected with their broader financial advisers
Ask: Will my adviser receive an actionable summary of the tax implications?
WCG CPAs
A buying situation to evaluate: Owners seeking a coordinated relationship for compliance and operational tax questions
Ask: What changes are included after the initial analysis?
Wellness Fi
A buying situation to evaluate: Therapists and mental-health practice owners seeking industry-specific operational support
Ask: Will adding clinicians change the scope or price of the engagement?
Xendoo
A buying situation to evaluate: Small businesses whose first priority is reliable books and recurring financial visibility
Ask: When will my financial records be ready for a planning review?
Compare proposals on the same basis
Give each firm the same entity list, income sources, records, property facts and deadline. Ask what is included, who implements the work, who files affected returns and what future support costs. A lower starting fee or a preliminary tax-savings estimate alone does not establish a better fit.
Related Reading
Talk Through Your Situation
Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.