Welcome to The Tax Department.

We believe tax compliance builds better relationships.

Our missions is simple – to provide outsourced tax compliance at the highest level so our clients can focus on what they are great at.

OUR SERVICES

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.”

SIMON SINEK

 INCOME TAX COMPLIANCE

We will communicate with you and your client, organize information, prepare the income tax forms, and sign and file the forms.

TAX CONSULTING

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.

OUR WHY

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 take 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 steps Adam. Adam is running a successful tax firm and has been a tax partner in multiple robust firms. He knows tax well and is excited to groom the team at TDT to be the best tax department for our clients. Adam believes in educating clients and ensuring they are making decisions understanding all of the pieces, including the dreaded tax implications. He is committed to quality client services and approaches every job with integrity.