Best Tax Services Providers

How Many Tax Services Providers Products Does G2 Track?

Total Products under this Category: 133

Category Stats (Nov 2026)

  • Average Rating: 4.45/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: 1-800Accountant (+6.95%) - Among all products in this category, 1-800Accountant recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Tax Services Providers Products?

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G2 Grid® for Tax Services Providers

G2 Grid® for Tax Services Providers plotting products by satisfaction and market presence

Highlighted products: creditARMOR, Swanson Reed | Specialist R&D Advisors, Deloitte Consulting, Pilot, PwC, TaxValet, Haven, and Indinero.

Underlying data: [Grid® JSON](https://www.g2.com/categories/tax-services/grids.json?focus%5B%5D=creditarmor&focus%5B%5D=swanson-reed-specialist-r-d-advisors&focus%5B%5D=deloitte-consulting&focus%5B%5D=pilot&focus%5B%5D=pwc-pwc&focus%5B%5D=taxvalet&focus%5B%5D=haven-2025-06-02&focus%5B%5D=indinero)

creditARMOR

CreditArmor.ai is a cutting-edge platform specializing in Research & Development (R&D) tax credit advisory, preparation, and audit defense. With a deep focus on accuracy and risk management, the company integrates advanced AI-driven compliance tools with purpose-built insurance mechanisms to support businesses navigating complex R&D tax credit claims. Contact: Address: 1120 South Fwy Suite 123, Fort Worth, TX 76104, United States Phone: (512) 333-2076 Visit us: https://creditarmor.ai/

Average Rating: 5.0/5.0

Total Reviews: 27

Who Is the Company Behind creditARMOR?

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 59% Medium, 30% Small

What Are Recent G2 Reviews of creditARMOR?

Swanson Reed | Specialist R&D Advisors

Founded in 1984 as Reed & Co. by J.W. Norris, Swanson Reed has grown to become one of the largest specialist R&D tax advisory firms in the United States. We have proudly served multiple industries around the world for over 40 years. We exclusively provide R&D tax credit services and file over 1500 R&D tax credit submissions per year. We manage all facets of the R&D tax credit claim process, including R&D tax credit claim preparation and IRS and state audit advisory services. Swanson Reed’s invention INDEX is a proprietary metric for policymakers to track the performance of different economies over time. Our AI software, TaxTrex, is a leading AI language model and can prepare R&D tax credit claims in 90 minutes. Our AI R&D Tax Audit management product, creditARMOR is one of the most cost-effective tools in the market. We have offices located across the United States. Contact: Swanson Reed | Specialist R&D Tax Advisors Address: 1120 South Fwy, Suite 123, Fort Worth, TX 76104, USA Phone: (817) 769-8168 Website: https://www.swansonreed.com/

Average Rating: 4.9/5.0

Total Reviews: 66

Who Is the Company Behind Swanson Reed | Specialist R&D Advisors?

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 67% Medium, 48% Small

What Are Recent G2 Reviews of Swanson Reed | Specialist R&D Advisors?

Deloitte Consulting

Deloitte is an accounting firms and professional services network that provides audit, tax, consulting, enterprise risk and financial advisory services

Average Rating: 4.2/5.0

Total Reviews: 66

Who Is the Company Behind Deloitte Consulting?

  • Seller: Deloitte
  • Year Founded: 1845
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    533,661 employees on LinkedIn®
  • Phone: +1 212 492 4000

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 74% Large, 69% Medium

What Do G2 Reviewers Say About Deloitte Consulting?

AI-generated summary from verified user reviews

Pros
  • Users value the depth of knowledge at Deloitte Consulting, appreciating their expertise and responsive support during implementations.
  • Users value Deloitte Consulting for their reliability and expertise, delivering innovative solutions and responsive support in analytics.
  • Users value Deloitte Consulting's expertise and experience, benefiting from comprehensive solutions and industry-specific knowledge.
  • Users value Deloitte Consulting's collaborative approach, enhancing partnerships and driving innovative solutions for businesses.
  • Users value Deloitte Consulting for their creativity and innovative solutions that enhance collaboration and digital transformation.
Cons
  • Users experience miscommunication due to outsourcing, time zone differences, and a lack of frequent updates from auditors.
  • Users note that the cost can be on the higher side for companies of their size.
  • Users express concern over the limited availability of Deloitte Consulting during the crucial post-production implementation phase.
  • Users experience outsourcing issues, leading to confusion and difficulties due to varying time zones and communication challenges.
  • Users experience confusion due to time zone issues from outsourcing, complicating communication and relationship-building with auditors.

What Are Recent G2 Reviews of Deloitte Consulting?

What Are G2 Users Discussing About Deloitte Consulting?

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Pilot

We’re the largest startup and small business-focused accounting firm in the US with a team of 300+ US-based employees. Our accountants, fractional CFOs, and tax specialists are dedicated to building a strong finance foundation for your business. We offer bookkeeping, CFO, tax services, and more for thousands of companies, ranging from two founders in a garage to hundred-person teams. Whether you’re looking to strengthen your decision-making or want a hands-off compliance solution, we'll tailor our services to your unique needs. See Pilot in action with our 8-minute demo: https://pilot.com/demo Talk to an expert: https://pilot.com/talk-to-expert

Average Rating: 4.7/5.0

Total Reviews: 143

Who Is the Company Behind Pilot?

  • Seller: Pilot
  • Company Website:
  • Year Founded: 2016
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    433 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 97% Small, 3% Medium

What Are Recent G2 Reviews of Pilot?

What Are G2 Users Discussing About Pilot?

PwC

We occupy a leading position on the market for auditing and consultancy. PwC provides support to clients from all sectors to enable them to obtain their objectives – thanks to our worldwide network, the opportunities are boundless. If you would like to know something about PwC, the best way would be for us to first tell you about our clients – this is because we are serious when we say that you enjoy top priority at PwC. PwC advises groups and family-owned companies, industrial and service companies, global players and local heroes, the public sector, associations and NGOs. Because they are able to rely on us, we are the leading auditing and consultancy company in Germany. And because more than 13,000 specialists with around 600 partners at 21 locations in Germany are working every day to ensure that this trust is justified. The services provided by PwC to its clients are spread over three divisions: Audit and audit-related services (Assurance), tax and legal advice (Tax & Legal) as well as deals and consulting (Advisory). The experts in the respective divisions work together to enable comprehensive and long-term assistance to be provided to clients – whereby we of course comply strictly with the legal requirements when we provide advice as well as auditing services to a company. Our work would be inconceivable without integrity, objectivity and a professional approach. We accompany you wherever you want to go What else can our clients expect from PwC? Solutions which are based on modern theories and methods and which at the same time have demonstrated their worth in practical applications. Decades of experience. Extensive sector knowledge and expertise. Quality in all respects – and support and professional services provided across all borders. Because PwC Germany is an independent member of the global PwC network and is able to access the support provided by more than 327,000 people in 152 countries throughout the world. This means that we provide support to companies not only in all phases of their development but also at all locations.

Average Rating: 4.2/5.0

Total Reviews: 39

Who Is the Company Behind PwC?

  • Seller: PwC
  • Year Founded: 1998
  • HQ Location: United Kingdom
  • LinkedIn® Page: www.linkedin.com
    299,621 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 46% Medium, 38% Large

What Do G2 Reviewers Say About PwC?

AI-generated summary from verified user reviews

Pros
  • Users value PwC for its unmatched expertise and interaction with industry leaders, enhancing their professional development.
  • Users value the unmatched exposure at PwC, interacting with global industry experts across various fields.
  • Users value the global collaboration at PwC, gaining unmatched exposure to industry experts across diverse fields.
  • Users value the unmatched exposure to industry experts at PwC, enhancing their professional growth and knowledge.

What Are Recent G2 Reviews of PwC?

What Are G2 Users Discussing About PwC?

TaxValet

When you manage finances for a growing company, multi-state sales tax compliance becomes a massive corporate liability. As a CFO, VP of Finance, or Controller, you might be searching for a software tool. But software alone doesn't solve sales tax. It just shifts the data entry burden onto your internal finance team. And software without expert management only increases your risk. TaxValet is your Fractional Sales Tax Department®. We completely remove the burden of sales tax compliance by expertly owning the entire lifecycle, end-to-end. Here's how we provide you with structural certainty and protect your business: End-to-End Filing and Remittance: We take the operational load off your plate. Our team manages compliance across all your sales channels. We secure state registrations, file returns, and remit payments across all jurisdictions. ERP Integration and Configuration: We don't leave you to guess your system setup. We map out complex product taxability rules. And we configure your sales tax settings directly within your ERPs and billing platforms. Historical Cleanup and Risk Mitigation: Unresolved nexus liabilities threaten M&A due diligence. We actively mitigate your risk by conducting thorough nexus analyses. We also execute Voluntary Disclosure Agreements to resolve past exposure before it becomes a penalty. Complete Audit Defense: Software algorithms can't defend you during an audit. We perform routine variance checks to catch platform miscalculations early. And we back our work with a 360° Audit Guarantee. We replace the fragmented guesswork of DIY tools with dedicated human expertise. Because of this, your highly paid finance team reclaims their bandwidth. You get a collaborative partner at a predictable flat monthly rate. And we turn compliance from a corporate risk into a secure foundation for scale. Learn more at thetaxvalet.com.

Average Rating: 4.8/5.0

Total Reviews: 77

Who Is the Company Behind TaxValet?

  • Seller: TaxValet
  • Year Founded: 2018
  • HQ Location: Denver, US
  • LinkedIn® Page: www.linkedin.com
    76 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Retail, Consumer Goods
  • Company Size: 92% Small, 8% Medium

What Do G2 Reviewers Say About TaxValet?

AI-generated summary from verified user reviews

Pros
  • Users find TaxValet incredibly helpful, providing seamless sales tax support and responsive, flexible service throughout.
  • Users praise the exceptional customer support of TaxValet, highlighting the team's expertise and responsiveness during onboarding.
  • Users value the tax automation of TaxValet, which streamlines compliance and frees up time for business growth.
  • Users value the helpful and thorough onboarding process, feeling supported and confident throughout their TaxValet experience.
  • Users commend TaxValet's competent staff, highlighting their thorough onboarding and exceptional ongoing support throughout the tax process.
Cons
  • Users find TaxValet expensive, raising concerns about the overall value compared to competing services.
  • Users find it frustrating that TaxValet does not cover federal tax issues, requiring additional services for complete tax support.
  • Users express frustration over billing issues, citing poor communication and lack of transparency in onboarding discounts.
  • Users find the complex interface somewhat challenging for locating returns and navigating forms effectively.
  • Users point out the high fees associated with TaxValet's monthly minimums for smaller entities.

What Are Recent G2 Reviews of TaxValet?

Haven

Haven is a modern outsourced accounting platform built for startups and small to mid-sized businesses (SMBs). It replaces traditional accounting firms and slow, ticket-based support with a faster, more human approach – delivered directly through Slack. Haven provides full-service accounting, including bookkeeping, tax preparation and filings, financial reporting, and fractional CFO services. By combining software with a dedicated team of experts, Haven gives founders real-time visibility into their financials without the cost or complexity of building an in-house finance team. Designed for high-growth startups and lean SMBs, Haven offers responsive, on-demand support, fast monthly closes, and clean, audit-ready books. Its intuitive experience and proactive communication model ensure you get answers quickly and stay on top of your finances. Beyond day-to-day accounting, Haven delivers strategic financial insights – helping you manage cash flow, plan for growth, optimize tax strategy, and make data-driven decisions with confidence. Trusted by 1000+ companies, Haven is redefining outsourced accounting with a modern, tech-enabled approach built for how today’s businesses operate.

Average Rating: 5.0/5.0

Total Reviews: 33

Who Is the Company Behind Haven?

  • Seller: Haven
  • Company Website:
  • Year Founded: 2023
  • HQ Location: New York City, NY
  • LinkedIn® Page: www.linkedin.com
    74 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 76% Small, 6% Medium

What Are Recent G2 Reviews of Haven?

Indinero

The only financial team you’ll ever need With a team comprised of Certified Public Accountants (CPAs), CFOs, Controllers, and everything in between, we guarantee you’ll get the accounting services and business insights you need. We’re dedicated to making your accounting and taxes not only simple to manage but easy to act on—the secret weapon for accomplishing your business strategy and bringing your vision to life. Let our experts take a load off by outsourcing your bookkeeping and financial tasks to us -- so you can focus on growing your business.

Average Rating: 3.9/5.0

Total Reviews: 34

Who Is the Company Behind Indinero?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 69% Small, 29% Medium

What Are Recent G2 Reviews of Indinero?

Inkle

Inkle is an accounting and tax SaaS platform designed to help U.S. businesses manage their operations right from inception. Used by over 2000+ companies globally.

Average Rating: 4.7/5.0

Total Reviews: 23

Who Is the Company Behind Inkle?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 74% Small, 26% Medium

What Are Recent G2 Reviews of Inkle?

Zeni

Zeni is AI accounting and AI bookkeeping software for startups, small businesses and accounting firms. Two AI agents do the work of a finance team, and CPAs and finance experts review the results. The AI Accountant handles day-to-day accounting. It categorizes transactions, posts journal entries, reconciles bank and card accounts, matches receipts and runs audit checks before every month-end close. The AI CFO turns those always-current books into financial reports, forecasts, runway projections and what-if scenarios, and answers financial questions on demand. What Zeni does: • AI accounting: journal entries, reconciliations and month-end close • AI bookkeeping: transactions categorized and receipts matched as they come in • AI financial reporting: P&L, balance sheet and cash flow, always current • AI CFO: forecasting, runway and scenario modeling • AI accounts payable, bill pay and reimbursements in one platform • Expert review: CPAs, CAs and CFOs keep books GAAP-compliant and audit-ready • Optional services: fractional CFO, business tax and payroll Zeni works with QuickBooks Online and NetSuite, manages $20B in transactions a year, and saves customers 70+ hours a month on average. Founded in 2019, Zeni is headquartered in Palo Alto, California.

Average Rating: 4.5/5.0

Total Reviews: 84

Who Is the Company Behind Zeni?

  • Seller: Zeni
  • Company Website:
  • Year Founded: 2019
  • HQ Location: Palo Alto, US
  • LinkedIn® Page: www.linkedin.com
    439 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 86% Small, 10% Medium

What Are Recent G2 Reviews of Zeni?

Collective

Collective is the first online back office platform designed for businesses-of-one. Collective’s technology and team of trusted advisors give our members the freedom to focus on what matters by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community- all in one platform. Our members are saving an average of $10,000 in their first year when joining. With Collective, we want running your own business to be as seamless as taking a full-time job. We’re run by a group of serial entrepreneurs and businesses-of-one who believe in empowering self-employed people to enjoy the same tax savings that big companies get.

Average Rating: 4.5/5.0

Total Reviews: 68

Who Is the Company Behind Collective?

  • Seller: Collective
  • Year Founded: 2020
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    327 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consulting, Marketing and Advertising
  • Company Size: 83% Small

What Are Recent G2 Reviews of Collective?

1-800Accountant

1-800Accountant is America’s leading virtual accounting firm designed exclusively for small businesses, startups, freelancers, and entrepreneurs. With over 100,000 businesses served nationwide, we offer a complete suite of services, including bookkeeping, tax planning and filing, payroll processing, entity formation, and ongoing accounting advisory. What sets us apart is our hybrid approach: expert accountants paired with powerful, easy-to-use technology. Every client is matched with a dedicated accountant who provides personalized support and proactive financial guidance year-round. From maximizing deductions to navigating complex tax law changes, we’re here to make sure your business stays compliant, profitable, and focused on growth. Our proprietary bookkeeping platform, ClientBooks, is built specifically for small business owners. It offers real-time access to your financials, automated transaction syncing, invoicing, expense tracking, receipt capture, and more. Even better, your accountant works directly inside the platform, so you get seamless collaboration and zero confusion. You don’t need to learn QuickBooks or manage accounting alone. ClientBooks and your accountant work together to handle the heavy lifting, so you can focus on your business. Whether you're forming an LLC, catching up on bookkeeping, or preparing for tax season, 1-800Accountant makes accounting easy, affordable, and stress-free. Our flat-rate pricing means no hourly surprises, and our average client sees a 400% return on investment through tax savings alone. Ready to take the guesswork out of your finances? Join the thousands of business owners who trust 1-800Accountant to keep their books clean, taxes low, and time free to focus on what matters most.

Average Rating: 3.1/5.0

Total Reviews: 18

Who Is the Company Behind 1-800Accountant?

  • Seller: 1-800 Accountant
  • Company Website:
  • Year Founded: 1999
  • HQ Location: New York, US
  • LinkedIn® Page: linkedin.com
    352 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 72% Small, 6% Medium

What Are Recent G2 Reviews of 1-800Accountant?

What Are G2 Users Discussing About 1-800Accountant?

Ernst & Young

One of the world's leading professional services organizations, helps companies across the globe to identify and capitalize on business opportunities.

Average Rating: 4.1/5.0

Total Reviews: 20

Who Is the Company Behind Ernst & Young?

Who Uses This Product?

  • Company Size: 70% Large, 40% Medium

What Are Recent G2 Reviews of Ernst & Young?

What Are G2 Users Discussing About Ernst & Young?

Wolters Kluwer

Wolters Kluwer offers a comprehensive suite of financial solutions designed to enhance efficiency, ensure compliance, and drive informed decision-making for financial institutions. Their products integrate advanced technologies with deep industry expertise to address the complex challenges faced by finance professionals. Key Features and Functionality: - OneSumX for Finance, Risk, and Regulatory Reporting: An integrated platform that provides a unified data model, accounting hub, and financial reporting system. It supports multi-entity, multi-GAAP consolidation, ensuring accurate and timely regulatory compliance. - CASH Suite: A multi-module solution that streamlines commercial lending processes, including financial analysis, risk management, pricing, credit communication, and portfolio management. - Expere: A centralized compliance system that automates document generation across various business lines, ensuring consistency and accuracy in compliance documentation. - eOriginal eAsset® Management: An electronic asset management system that enables secure creation, management, and monetization of digital loan assets, ensuring compliance and legal enforceability throughout the loan lifecycle. Primary Value and Solutions Provided: Wolters Kluwer's financial solutions empower institutions to navigate the complexities of regulatory compliance, risk management, and financial reporting. By integrating advanced technologies with expert insights, these solutions enhance operational efficiency, reduce compliance risks, and provide actionable data for strategic decision-making. Financial institutions benefit from streamlined processes, improved accuracy, and the ability to adapt to evolving regulatory landscapes, ultimately driving business growth and stability.

Average Rating: 3.0/5.0

Total Reviews: 14

Who Is the Company Behind Wolters Kluwer?

  • Seller: Wolters Kluwer
  • Year Founded: 1987
  • HQ Location: Alphen Aan Den Rijn, The Netherlands
  • LinkedIn® Page: www.linkedin.com
    22,401 employees on LinkedIn®
  • Ownership: AMS:WKL
  • Total Revenue (USD mm): $4,603

Who Uses This Product?

  • Company Size: 57% Small, 21% Medium

What Are Recent G2 Reviews of Wolters Kluwer?

Healy Consultants

Strategic marketing agency working to make your business thrive. We specialize in marketing strategy development and achieve excellence in execution.

Average Rating: 4.8/5.0

Total Reviews: 15

Who Is the Company Behind Healy Consultants?

Who Uses This Product?

  • Top Industries: Legal Services
  • Company Size: 80% Small, 20% Medium

What Are Recent G2 Reviews of Healy Consultants?

What Are G2 Users Discussing About Healy Consultants?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 12, 2026