TD&T CPAs and Advisors, P.C.

What TD&T CPAs and Advisors, P.C. does

TD&T CPAs and Advisors, P.C. is a privately held professional corporation and regional CPA firm headquartered in Burlington, Iowa, operating across six Iowa locations in Burlington, Cedar Rapids, Centerville, Fairfield, Mt. Pleasant, and Oskaloosa. Founded in 1975 as Theobald, Donohue & Thompson, the firm delivers tax, advisory, and wealth management services through a partner-led, multi-specialty model. Primary client segments are small businesses, nonprofit organizations, agricultural businesses, and individuals and families across Iowa and adjacent markets.

The service portfolio is organized into three divisions. Advisory services cover business consulting (litigation support, forensic accounting, business valuations), succession planning, and outsourced fractional accounting spanning bookkeeper through CFO roles. Tax services include federal and state preparation and planning for businesses, individuals, trusts, estates, and nonprofits, plus state and local tax compliance and business entity selection. Wealth management services are delivered through a 2022 partnership with Avantax Planning Partners and add tax-focused investment strategies, retirement planning, risk management, and estate planning. The Centerville office is a Registered FINRA Branch supporting this offering.

Revenue is generated on a professional-services engagement basis; client pricing is not publicly disclosed. The go-to-market model is sales-led and relationship-driven: six physical offices provide face-to-face service, with client referrals and community involvement (chambers, boards) cited as primary acquisition channels. The firm reports approximately 35-40 team members including 5+ partners and is actively hiring for Tax Associate and Assurance Manager roles. The technology stack comprises standard accounting and tax preparation software with QuickBooks (desktop and online) consulting capabilities referenced on the website. No API, developer platform, or proprietary technology is disclosed.

Name

TD&T CPAs and Advisors, P.C.

Legal name

TDT CPAs and Advisors, P.C.

Website

https://tdtpc.com

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

101–250 employees

Short description

TD&T CPAs and Advisors, P.C. is a regional Iowa-based CPA firm founded in 1975 that provides tax, advisory, and wealth management services to small businesses, nonprofits, agricultural clients, and individuals across six Iowa office locations.

Ownership category

akta.pro rank

Headquarters

HQ city

Burlington

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Services: Business consulting, succession planning, and outsourced accounting (CFO, controller, bookkeeping) services provided on a professional services basis.
2. Tax Services: Tax preparation and planning services for businesses, individuals, trusts, estates, and nonprofits, including state and local tax compliance.
3. Wealth Management Services: Financial planning and investment advisory services offered in partnership with Avantax Planning Partners, including tax-focused investment strategies, retirement planning, risk management, estate planning, and legacy planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

TD&T CPAs and Advisors, P.C. is a professional accounting and advisory firm providing tax preparation and planning, business consulting (including forensic accounting, business valuations, and litigation support), outsourced accounting (fractional CFO, controller, bookkeeping), succession planning, and wealth management services. The firm serves small businesses, nonprofit organizations, agricultural businesses, and individuals/families primarily across Iowa through six physical office locations. Wealth management services are delivered through a partnership with Avantax Planning Partners.

Product overview

TDT CPAs and Advisors is a professional services firm (not a software product company) providing advisory, tax, and wealth management services. The Advisory Services division encompasses Business Consulting Services (litigation, forensic accounting, business valuations), Succession Planning, and Outsourced Accounting (providing fractional bookkeeper, controller, and CFO roles). The Tax Services division covers tax preparation and planning for businesses, individuals, trusts, estates, and nonprofits, including SALT compliance and business entity analysis. Wealth Management Services are delivered through a partnership with Avantax Planning Partners and include tax-focused investment strategies, retirement planning, risk management, and estate planning. The firm serves small businesses and nonprofits across six Iowa locations with a team of approximately 35-40 members including partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services Comprehensive advisory services providing business consulting, succession planning, and outsourced accounting to help business owners make smart financial decisions for their business and family. Targeted at Iowa small businesses, nonprofits, and individuals.
• Business Consulting Services Litigation support, forensic accounting, and business valuation services for small businesses, nonprofits, attorneys, and individuals. Includes quantification of economic damages and expert witness capabilities.
• Outsourced Accounting Fractional accounting services providing bookkeeper, accountant, controller, and CFO roles to supplement or fully replace internal accounting departments. Targeted at businesses that do not need full-time finance staff.
• Succession Planning Specialized planning and strategy services for business succession and transition, including tax implications, estate planning, and ownership interest assessment. Targeted at business owners approaching transition or generational change.
• Business Valuations Unbiased business valuation opinions for business proposals, reorganizations, gifting, estate settlements, divorce, ESOPs, shareholder plans, buy/sell agreements, and partner disputes. Targeted at business owners, attorneys, and stakeholders.
• Forensic Accounting Quantification of possible economic damages to businesses or individuals based on suspected errors or irregularities, with expert witness capabilities. Targeted at attorneys, businesses, and individuals involved in disputes.
• Tax Services Tax preparation and planning services including federal and state filings for businesses, individuals, trusts, estates, and nonprofits. Targeted at businesses, individuals, trusts, estates, and nonprofit organizations.
• State and Local Tax Compliance (SALT) Navigation of state and local regulations and taxes to ensure compliance with planning for timing of income and deductions. Targeted at businesses with multi-state operations or complex state tax exposure.
• Business Entity Analysis and Selection Recommendation and confirmation of proper entity type that meets current goals and long-term vision for businesses. Targeted at business owners evaluating or restructuring entity type.
• Wealth Management Services

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Avantax Planning PartnerscoreStrategic or Co-development PartnerTDT CPAs and Advisors has partnered with Avantax Planning Partners to offer comprehensive wealth management and financial planning services to their clients. This partnership enables TDT to provide tax-smart investing, retirement planning, estate planning, and other financial planning services through Avantax's investment advisory platform. Avantax is a pioneer in tax-smart investing and financial planning, and their Financial Planning Consultants provide tailored recommendations. Investment advisory services are offered through Avantax Planning Partners, and commission-based securities products are offered through Avantax Investment Services, Member FINRA/SIPC.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Honkamp Krueger & Co. Midwestern CPA and advisory firm with comparable size and full-service tax, audit, advisory, and outsourced accounting offerings serving SMBs and agriculture-adjacent clients. Closely comparable in positioning, scope, and customer profile to TDT.
• BerganKDV: Regional CPA and advisory firm serving small and mid-sized businesses, nonprofits, and individuals in the Midwest. Similar service mix (tax, advisory, outsourced accounting) and similar size tier makes it a direct comparable.
• WithumSmith+Brown (Withum): Mid-sized regional accounting and advisory firm with similar full-service tax, advisory, and outsourced accounting practices targeting SMBs, nonprofits, and individuals at a comparable scale.

Broad incumbents

• Eide Bailly LLP: Top-25 US accounting and advisory firm headquartered in the Midwest (Fargo, ND) offering tax, audit, advisory, and wealth services to closely overlapping SMB, ag, and nonprofit segments. Larger incumbent in the same competitive set.
• Wipfli LLP: Top-20 US accounting and advisory firm with strong Midwest roots and broad tax, advisory, outsourcing, and wealth capabilities serving mid-market and SMB clients. Operates in the same regional accounting category at greater scale.
• Plante Moran: Major Midwest-based CPA and advisory firm with significant agriculture, manufacturing, and nonprofit practices. Serves similar SMB and mid-market clients with comparable advisory and tax depth.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm with dedicated agribusiness, nonprofit, and wealth advisory practices serving closely overlapping client segments. Larger incumbent competing for the same regional accounts.
• RSM US LLP: Top-5 US accounting and advisory firm focused on the mid-market with tax, audit, advisory, and outsourced CFO services. Competes for the same regional CPA client base at significantly larger scale.
• BDO USA: Top US accounting firm with broad tax, advisory, and wealth capabilities serving mid-market businesses, nonprofits, and individuals. Larger incumbent operating across the same client verticals as TDT.
• Anders CPA: Mid-sized full-service accounting and advisory firm with strong tax, wealth management, and advisory practices serving closely overlapping SMB, family business, and high-net-worth client segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/tdt_pc
• Facebookfacebook.com/tdtpc

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TD&T CPAs and Advisors, P.C.