Welcome to The Tax Department.
We believe tax compliance builds better relationships.
Our mission is simple – to provide outsourced tax compliance at the highest level so our clients can focus on what they are great at.
We provide an outsourced tax department for cloud accounting firms, bookkeepers, and wealth managers. The goal of TDT is to bring the tax team and muscle to allow professional service firms to focus on what they do best. TDT will provide a white-glove service to each of the firms’ tax clients and ensure the highest quality tax compliance. TDT will use the technology that the clients are excited about and focus on the efficiency that is so important to that clientele.
“We can’t all be good at everything.”
INCOME TAX COMPLIANCE
We will communicate with you and your client, organize information, prepare the income tax forms, and sign and file the forms.
We are here as a resource for our clients’ needs in tax.
TAX PROJECT MANAGEMENT
Our team handles the entire tax compliance process, including tracking returns, and ensuring timely filing.
Tax is an important accounting function for clients and providing better client service is important to us.
Tax compliance is a specialized service. Keeping a knowledge base current for the level of client service we want to provide and the consistently changing tax laws is expensive. In running a small cloud accounting firm, Liz realized quickly that she needed a better way to provide tax compliance to clients. She did extensive research and was unable to find a solution that would white-label tax services and takes the entire process off of the accounting team. Staffing for tax season was messy, training was difficult, and it was too expensive to just hire someone to sign all of the returns at the level of service needed. This entire concept stems from the desire to provide the best client service possible.
In enters Christine, a tax master with over a decade of experience. She has worked with clients of all sizes across many industries and is excited to bring her knowledge to TDT and build our team. Christine’s primary goal is always to integrate tax planning and strategy with a client’s overall financial goals, whether that be in support of a growing business or meeting their long term personal financial goals. Christine is also a seasoned educator and brings exceptional teaching skills not only to our team but is able to break down tax planning and implications in a way that supports and empowers clients in making the best decisions. Christine is committed to quality client service and meeting the individual needs of everyone she works with.