We start accepting new clients for the 2024 tax season as of July 10, 2023. The sooner you can get your discovery session done, the better. We can get your ID check appointment set up, collect the necessary documents, match you up with an amazing tax practitioner, and get you ready for the next season.

TD Tax Group is primarily a remote services form, but yes, by appointment only we can facilitate face-to-face meetings at one of our office locations. Our staff does work in the office throughout the week, although not traditional hours, so appointments are necessary to ensure you have someone in the office to meet with you.

We have several high-level bookkeepers on staff and there are a few openings for new bookkeeping customers.
i. Our bookkeeping customers are provided with excellent remote support, they operate with online financial software utilizing QuickBooks Online, and have been typically been in business for at least two years.

For the 2024 tax filing season the base price for individual clients is $500.00. As noted above, for new clients there is an additional charge for the onboarding tasks required. You can click here for a full list of what is included with a base return preparation. We are never going to be the least expensive option, but you will find we are very competitive with our experience, services, and level of knowledge.
The base price does not include preparation of the following:
i. Schedule C (Profit / Loss from Business)

ii. Schedule E (Rental Property Profit / Loss)

iii. Schedule F (Profit / Loss Farming or Ranching)

iv. Cryptocurrency Reconciliation

v. Additional State returns

vi. International Compliance Work (including Forms 1116 and 8938)

1. Again, this is an “it depends” answer. Depending on when your returns get to the firm and what the workload is at that time will depend on how quickly we are able to turn it around for you. We are operating on a first come first serve basis with our customers and we tend to see fewer earlier in the season, so if you would like a faster turn around it would be good to get your information in early. We typically will shoot for no more than 3 weeks. If the firm is unusually heavily impacted for some reason we will communicate that to our customers via an email update.

No. This firm will not do incorporations. We can consult with you as to the best formation choice based on your tax implications, and we can work with your new business once it is up and running, but we will refer you to an attorney to set up your new business entity.

Yes. We prepare returns for clients in many different states, primarily on the West Coast, but we do have clients all over the US.

Of course! However, prior year returns for non-filers can take some time and we will not begin your project during an open filing season. Please reach out and set up a discovery meeting so we can develop a game plan to get your onboarding process started and get you into compliance with your tax filings.

Yes, we are accepting new representation clients. Set up your discovery session and we can help you get through this.

Yes, we do collection assistance and we can help walk you through the craziness and get you back in control. Set up your discovery session here.

Schedule a discovery session and we’ll work together to get your tax matters taken care of!