Rob Pasquesi | Personal Finance & Tax Planning

Subscribers 4.4K

Videos 276

Views 649.8K

Channels Like Rob Pasquesi | Personal Finance & Tax Planning

Rob Pasquesi | Personal Finance & Tax Planning covers topics related to tax planning, personal finance, and business taxes, with a focus on real-world client scenarios such as W-2s, S-Corps, RSUs, deferred compensation, and home office deductions. The channel appears to offer tutorials and explanatory content aimed at proactive tax strategies, published since Apr 22, 2020, with an average of about 219 views per video across 276 uploads (0 min, ~0.8 uploads per week).

Similar Channels

We found 46 YouTube channels similar to Rob Pasquesi | Personal Finance & Tax Planning

Karlton Dennis YouTube channel thumbnail

#1

Karlton Dennis view on YouTube ▶

91% relevance

Subscribers 1.1M

Videos 1.9K

Views 79.0M

Appearances 20

SERP 100%

Similarity 85%

personal tax planning tax planning strategies startup Delaware LLC taxes

High overlap with Rob Pasquesi in personal tax planning and startup Delaware LLC tax strategies (search 100%, 91% overall match), indicating they both target advanced tax planning for business owners and startups, though Karlton’s channel emphasizes a broader, larger-audience delivery style.

LYFE Accounting YouTube channel thumbnail

#2

LYFE Accounting view on YouTube ▶

88% relevance

Subscribers 573K

Videos 527

Views 29.2M

Appearances 28

SERP 92%

Similarity 85%

personal tax planning tax planning strategies startup Delaware LLC taxes

Similar focus on personal tax planning and tax planning strategies with strong search and content alignment (search 92%, 88% match overall), suggesting a shared audience of small business owners and individuals seeking tax efficiency, albeit LYFE leans toward accounting services.

Sherman - My CPA Coach YouTube channel thumbnail

#3

Sherman - My CPA Coach view on YouTube ▶

78% relevance

Subscribers 278K

Videos 293

Views 23.8M

Appearances 21

SERP 76%

Similarity 80%

tax planning strategies S-Corp taxes for beginners home office tax deduction

Both cover tax planning strategies and practical deductions like home office, sharing a mid-to-high audience interest (78% match) though Sherman’s channel leans more into approachable CPA coaching and beginner-friendly tax topics.

Toby Mathis Esq | Tax Planning & Asset Protection YouTube channel thumbnail

#4

Toby Mathis Esq | Tax Planning & Asset Protection view on YouTube ▶

63% relevance

Subscribers 597K

Videos 1.1K

Views 45.8M

Appearances 17

SERP 42%

Similarity 77%

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Targets personal tax planning and tax strategies (63% match) with content that often emphasizes asset protection, resulting in similar audience interests but a broader legal-centric approach than Rob’s more finance-focused angle.

#5

The Money Guy Show

60% relevance

Subscribers 647K

Videos 5.3K

Views 192.7M

Appearances 8

SERP 37%

Similarity 75%

deferred compensation tax 2025 tax changes employee stock compensation taxes

Shares interest in tax planning topics and tax changes (60% match) with Rob, but concentrates on broader financial topics like compensation taxes and 2025 changes, appealing to a similar audience yet with a wider personal finance scope.

#6

Merit Financial Advisors

58% relevance

Subscribers 72.4K

Videos 389

Views 12.4M

Appearances 7

SERP 25%

Similarity 80%

tax planning for executives retirement tax planning charitable giving strategies

Offers tax planning for executives and retirement planning with charitable giving strategies (58% match); aligns with Rob’s audience on advanced tax planning, though Merit emphasizes wealth management and executive strategies more.

Content Landscape

Top competitors include Karlton Dennis (91% match) and LYFE Accounting (88% match), both aligning on personal tax planning and tax planning strategies, as well as startup Delaware LLC taxes. Sherman - My CPA Coach (78% match) also overlaps on tax planning strategies, S-Corp taxes for beginners, and home office deductions. The Money Guy Show (60% match) shares overlap on deferred compensation tax and 2025 tax changes. Rob Pasquesi’s channel is smaller in subscribers (4.4K) compared with the competitors, which range from hundreds of thousands to over a million subscribers, indicating a substantial size gap despite similar topic focus.

Video Highlights

Didn't Make the Cut

40 additional channels that were close

Rank	Relevance	Channel	Similarity	Subscribers	SERP	Appearances
#7	57%	The Tax Geek	81%	15.2K	23%	6
#8	55%	Gusto	85%	66.3K	10%	2
#9	55%	Navi Maraj, CPA	86%	81.6K	9%	2
#10	55%	FIRE Psy Chat	81%	91.6K	16%	3
#11	54%	Boris Musheyev, CPA	81%	39.6K	14%	2
#12	54%	Farhat Lectures. The # 1 CPA & Accounting Courses ▶	74%	270K	25%	7
#13	54%	Retire Confidently \| Anthony Saffer & Alex Okugawa ▶	75%	48K	22%	6
#14	53%	ClearValue Tax ▶	72%	2.9M	24%	8
#15	53%	Not Your Dad's CPA	82%	34.2K	9%	1
#16	53%	Java Wealth - Personal Finance for Tech Employees	77%	3.3K	16%	6
#17	53%	Ferguson Financial Planning	79%	9.9K	13%	4
#18	52%	A Penny Pinchers Guide to Personal Finance ▶	78%	18.7K	13%	3
#19	52%	The Ramsey Show Highlights ▶	69%	4.5M	26%	5
#20	51%	Jason D. Knott	79%	36.5K	10%	5
#21	51%	Jackson Hewitt	78%	4.9K	10%	4
#22	51%	Mark J Kohler ▶	78%	607K	10%	4
#23	50%	Matt Calcagno, CFP®, CKA®	73%	9.8K	16%	2
#24	50%	Nick Davis, CFP®	77%	76.3K	11%	5
#25	50%	Jarrad Morrow ▶	77%	181K	10%	2
#26	50%	Retirement Talk	76%	3.9K	11%	1
#27	50%	Parallel Wealth	72%	157K	18%	6
#28	50%	James Conole, CFP® ▶	75%	208K	13%	6
#29	50%	Money with Katie	70%	29.1K	19%	3
#30	50%	Michael Ruger - Greenbush Financial Group	77%	26.8K	9%	2
#31	49%	George Kamel ▶	74%	560K	13%	2
#32	49%	Ari Taublieb, CFP®	72%	80.8K	14%	3
#33	49%	Inland Revenue NZ	75%	10.1K	10%	2
#34	49%	Your Money, Your Wealth	75%	34.5K	9%	1
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#36	47%	Intuit TurboTax	71%	236K	11%	5
#37	47%	BizMoney Explained	68%	7.4K	15%	3
#38	47%	CNBC Television ▶	68%	3.3M	14%	4
#39	46%	The American Estate Planning Series	71%	316K	9%	2
#40	46%	Charles Schwab	69%	532K	12%	3
#41	46%	The Business Guy \| Asset Protection Planners	69%	185K	11%	1
#42	46%	Raymond La	69%	47.5K	11%	3
#43	46%	Two Cents	70%	817K	9%	2
#44	42%	CBS News ▶	63%	7.0M	11%	3
#45	41%	College & Career Ready Labs │ Paxton Patterson	62%	54.4K	11%	1
#46	41%	World Affairs In Context	62%	585K	11%	1

Search Queries Used

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Frequently Asked Questions

Which YouTube channels are most similar to Rob Pasquesi | Personal Finance & Tax Planning ?

Karlton Dennis — 1.1M subscribers; LYFE Accounting — 573K subscribers; Sherman - My CPA Coach — 278K subscribers. All three are finance/tax-focused YouTube channels offering personal finance, tax planning, and accounting guidance, competing with Rob Pasquesi in the tax planning niche.

What type of content does Rob Pasquesi | Personal Finance & Tax Planning make?

Rob Pasquesi makes personal finance and tax planning content, as evidenced by video titles such as Don't File Your W-2 Yet! The S-Corp Health Insurance Mistake, Your W-2 Decoded: Why You're Confused About Taxes, 2026 W-4 Form Comparison, Your RSUs Are Being Taxed As Ordinary Income—Here's Why, and Deferred Compensation Plans Explained. He uploads about 0.8 times per week, with an average of ~219 views per video.

How do we determine which channels are similar to Rob Pasquesi | Personal Finance & Tax Planning ?

We analyze Rob Pasquesi | Personal Finance & Tax Planning 's recent videos, generate topic-relevant search queries, check YouTube search results, and compare the meaning of each channel's content to measure similarity. The result is a ranked list sorted by SERP overlap, semantic similarity, and search appearances.

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