Precision in the details.

Expertise at scale

2000+ professionals supporting thousands of clients with tax services that balance technical precision, modern technology, and relationship-driven guidance.

47

Firms

2k+

Employees

39

States

3

Countries

Built for Complexity. Grounded in Relationships.

Technology-Driven Accuracy

Current leverages advanced tools and automation to ensure precision, consistency, and efficiency, giving clients confidence in even the most complex tax environments.

Human Expertise That Goes Beyond Compliance

While technology powers reporting, our professionals provide the judgment, strategy, and context needed to help clients make smarter financial decisions.

Deep, Specialized Knowledge

From international tax to industry-specific requirements, our firms bring expertise across a wide range of tax disciplines, tailored to the realities our clients face.

Long-Term Partnership

Current firms build lasting relationships with our clients, supporting not just annual filings, but long-term planning, performance, and growth.

Specialized Expertise Across Every Area of Tax

Our firms deliver tax services across a wide range of specialized areas, combining advanced technology for reporting and compliance with experienced professionals who understand how to translate complexity into opportunity for our clients.

Advanced Tax Mitigation Strategies

Sophisticated financial, legal, and structural approaches used to legally reduce tax liability, preserve wealth, and optimize long-term financial outcomes for individuals or businesses.

Energy Tax Credits & Incentives

Help clients identify, calculate, and claim tax benefits related to qualifying energy projects.

Federal Tax

Provide federal tax planning, compliance, and reporting services for businesses and individuals.

Fiduciary/Trust and Estate Accounting Services

Prepare fiduciary accounting and reporting for trusts and estates to support administration and compliance.

Financial & Tax Reporting

The process of accurately documenting, organizing, and presenting financial activity and tax obligations to support compliance, transparency, and informed business decision-making.

Fixed Asset Services

Manage fixed asset records, depreciation, disposals, and related tax and accounting reporting.

International Tax

Advise on cross-border tax planning, compliance, and reporting for global operations and investments.

New Markets Tax Credits

Advise on structuring and compliance for New Markets Tax Credit investments and financing.

Opportunity Zones

Help investors and businesses plan, structure, and report transactions involving Qualified Opportunity Zones.

Private Client Tax Services

Provide tax planning and compliance services tailored to high-net-worth individuals and families.

R&D Tax Credits

Identify qualifying research activities and document claims to maximize available R&D tax credits.

Real Estate Tax Strategy

The proactive planning and structuring of real estate investments, transactions, and holdings to minimize tax exposure, maximize deductions, and support long-term wealth creation

Sales & Use Tax

Advise on multistate sales and use tax compliance, planning, and audit support.

Section 199A

Help taxpayers analyze eligibility and maximize the qualified business income deduction under Section 199A.

State & Local Tax

Provide planning, compliance, and controversy support for state and local tax matters.

State Credits & Incentives

Identify and secure state-level tax credits, abatements, and incentive opportunities.

Tax Controversy & Dispute Resolution

Represent taxpayers in examinations, appeals, and disputes with taxing authorities.

Tax Function Outsourcing

Provide outsourced tax department support for compliance, reporting, and process management.

Tax Services

Deliver broad tax planning, preparation, compliance, and advisory services across entity types.

Transaction Tax Services

Advise on tax structuring, diligence, and modeling for mergers, acquisitions, and other transactions.

Transfer Pricing

Develop and documents intercompany pricing policies to support compliance with transfer pricing rules.

Explore all partner firms

Tax Services Offered Tax Services Offered Advanced Tax Mitigation Strategies Energy Tax Credits & Incentives Federal Tax Fiduciary/Trust and Estate Accounting Services Financial & Tax Reporting Fixed Asset Services International Tax New Markets Tax Credits Opportunity Zones Private Client Tax Services R&D Tax Credits Real Estate Tax Strategy Sales & Use Tax Section 199A State & Local Tax State Credits & Incentives Tax Controversy & Dispute Resolution Tax Function Outsourcing Tax Services Transaction Tax Services Transfer Pricing

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AJ Santye

A.J. Santye & Co. is more than just an accounting firm—we’re your trusted partner in financial success. Whether you’re an individual planning for the future or a business striving for growth, we provide expert guidance tailored to your unique needs. Our team combines traditional accounting excellence with specialized financial strategies, helping you make informed decisions today while building the foundation for tomorrow’s goals. With A.J. Santye & Co., you gain the confidence and expertise to achieve lasting financial growth.

Firm Details

Abacus!

At Abacus!™, we create environments fostering growth, trust, and confidence. Our professionals provide top-tier guidance for smarter decision-making. Partnering with you, we employ actionable steps to reach your goals. We seek growth opportunities, monitor progress, and minimize obstacles. Regular communication ensures strategic planning, which saves money, reduces frustration, and maximizes success.

Firm Details

Abitos

Since 1998, AbitOs is the go-to firm for trusted advise in a range of financial services, including income, estate, pre-immigration and tax planning. With expertise spanning international tax, fraud, and compliance, clients across the Americas rely on our team's intellectual capital and boutique responsiveness, a blend of multinational pedigree and personalized service that ensures lasting client relationships.

Firm Details

Accuity

At Accuity, relationships are at the heart of everything we do. Guided by integrity, innovation, leadership, excellence and collaboration we form lasting partnerships rooted in trust. We work to understand the unique goals and challenges of our clients so we can provide guidance that truly makes a difference. We help our clients achieve financial success, strengthen our communities, and shape a brighter economic future for Hawaii.

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Adeptus

Adeptus is a seasoned tax, audit, and business management firm serving individuals and corporations worldwide since 1986. With offices across the United States, the firm combines global expertise with a collaborative and innovative approach, delivering tailored strategies that empower clients to navigate complex financial landscapes and achieve sustainable growth.

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Assurance Dimensions

Since 2008, Assurance Dimensions has evolved into a national leader in audit and assurance services. Alongside AD Advisors, LLC, the firm serves private, public, and nonprofit sectors. By employing top professionals, they ensure the delivery of reliable financial insights. Assurance Dimensions is recognized for its unparalleled service and expertise, underscored by their commitment to open communication and community improvement.

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Bowers

Bowers is an accounting and advisory firm with offices in Syracuse, Rochester, and Watertown, serving clients throughout New York State and across the country. Across our range of financial services, Bowers creates added value by partnering closely with clients and delivering proactive, personalized support through Tax Services, Audit & Assurance, and Client Accounting & Advisory Services.

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Breslow Starling

Since 1951, Breslow Starling in Greensboro has thrived by prioritizing each client’s unique vision of success. Whether it's business growth, retirement ease, overcoming challenges, or finding peace of mind, we're distinct in our approach. By listening first and acting as trusted advisors, we align our efforts with your goals, ensuring your definition of success is our mission.

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Cabrillo Advisors

Leading Provider of High-Quality Valuation and Financial Advisory Services

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Cross Financial

Cross Financial was created in 2003 by Jay Torgerson and Mathew Whiteaker who had a dream of developing a financial services agency with a clear mission and strong values. In 2014, they grew the company to include accounting services making Cross Financial a comprehensive solution for their clients. We care about the people we serve. We do the right thing for the right reasons. We treat people like family. We ask the important questions. We believe life is inspiring.

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Cutler

At Cutler Advisors, we believe that effective financial planning is more than just numbers—it’s about unlocking the full potential of your future. That’s why our approach is both strategic and personal, built around a proven, step-by-step process. We start by gaining a deep understanding of your complete financial picture, uncovering unrealized opportunities, and clarifying your goals. From there, we design a customized plan tailored to your unique needs. With clear guidance, expert execution, and ongoing white-glove support, we help you stay ahead of the curve as your financial world evolves.

Firm Details

Larson Gross

With a 75-year history of excellence, Larson Gross has built a reputation as a trusted accounting and consulting firm dedicated to strong client relationships and strategic advisory services. Led by 18 partners and supported by a team of over 200 professionals, we provide tailored solutions that go beyond the numbers—offering practical advice and innovative approaches to help clients thrive. We value long-term partnerships built on trust, integrity, and a shared vision for the future. Whether advising businesses or individuals, Larson Gross remains dedicated to fostering meaningful relationships and providing thoughtful solutions for every client.

Firm Details

Legacy Valuation & Forensics, LLC

Trusted valuation expertise for businesses, legal professionals, and financial stakeholders.

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Levy Erlanger

Since its founding almost 40 years ago, Levy, Erlanger & Company has focused entirely on providing assurance, income tax and consulting services to California common interest realty associations (HOAs). Clients range from two unit condominiums to several thousand home community associations with extensive amenities. We have fully-integrated into the HOA professional community of community managers, attorneys and others working with over 150 management companies.

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Mellott and Mellott

Family. Maybe not the first word you'd expect to read in a company profile. But then, Mellott & Mellott is unlike any other accounting firm. We're a third-generation family business that has been taking care of Cincinnati and Tristate families for over 60 years with an emphasis on trust and tradition. It's not a cliché to say that we treat your family like our family. Our team believes in exceptional client service, and just like a real family, we stand shoulder to shoulder with our clients throughout life's ups and downs.

Firm Details

Reid

Reid is known for nurturing deep, long-term client relationships built on dependability and trust. As a full-service CPA firm, it offers specialized accounting and consulting for complex tax requirements in Long Island and New York City. Reid prioritizes clients' financial well-being and thrives when they do, delivering meticulous service tailored to their unique financial needs and objectives.

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RRBB

RRBB prioritizes investing in and empowering its tightly knit team to provide superior accounting, tax, audit, and advisory services. The firm's unique approach combines integrity, cutting-edge practices, and a personal touch, delivering exceptional results. Located in central New Jersey, RRBB excels in relationship-based services, earning accolades like second place in the “Professional Services – Accounting Firm” category in the 2022 NJBIZ Reader Rankings.

Firm Details

Savastano Kaufman

Savastano Kaufman views your business success as their success, championing your sustainable growth. Their dedicated accountants deliver personalized insights with a comprehensive suite of services. Whether it’s strategic tax planning or precise financial statements, they provide timely, essential information. When a change is necessary, their seamless transition ensures nothing is missed.

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TKR Advisors, LLC

TKR is an award-winning tax, accounting, and advisory firm serving the Washington DC metro area’s leading companies and business owners since 2014. Our practice is defined by a group of highly skilled partners and team members, our focus on industries that drive economic growth, and our ability to consistently deliver exceptional results to our clients.

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BFJ

BFJ was founded in 2002 in Saint Paul, Minnesota. We are an accounting and advisory firm that provides services to industries including construction, real estate, manufacturing, and franchise; and niche areas like professional services, trust and estate, restaurants and retail. Our growing firm has a modern office environment and culture of workplace well-being. We attract and retain talent with our constant focus on intent, integrity, capability and results.

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Think Advisors, LLC

Think Advisors has been the leader in the R&D Tax Credit space for over 20 years, helping thousands of small and medium-sized businesses and Fortune 500 companies across the United States claim the federal and state R&D Tax Credit. Our team is comprised of former Big 4 accounting firm tax partners, attorneys, CPAs, engineers, and other professionals who bring their expertise to each client, making the process of identifying and applying for R&D Tax Credits easy from start to finish.

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MMB

MMB Accountants and Consultants is a full service accounting and advisory firm and provides tax, accounting, and business consulting services. With a client-focused approach and decades of experience, MMB helps individuals and businesses achieve financial success through personalized solutions and trusted guidance.

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Parsons

Full-service accounting, tax and business advisory firm

Firm Details

Mauldin Vaught

Mauldin Vaught is a full-service accounting and advisory firm providing tax, accounting, payroll, and business consulting services to businesses and individuals. With a proactive, relationship-driven approach, the firm helps clients navigate financial challenges, optimize business performance, and achieve long-term success through personalized guidance and strategic expertise.

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