PDR CPAs + Advisors

What PDR CPAs + Advisors does

PDR CPAs + Advisors is a privately held, independent regional professional services firm headquartered in Oldsmar, Florida (Tampa Bay area), founded in 1974 by William 'Bill' Price. The firm operates across four practice areas: Accounting Services (compiled financial statements, QuickBooks management, payroll, sales tax), Tax Services (federal/state/local/international tax, R&D tax credits, cost segregation, trust & estate), Audit & Assurance (financial statement audits, reviews, employee benefit plan audits, HUD audits), and Business Consulting (business valuations, M&A advisory, succession planning, litigation support). PDR sells into nine industry verticals including Construction & Real Estate, Healthcare & Wellness, Hospitality, Manufacturing & Distribution, Technology, Not-for-Profit, International Businesses, Professional Service Providers, and Individuals/Trust & Estate, serving entrepreneurs, privately owned businesses, charities, and families primarily in the Tampa Bay and Suncoast regions.

The firm's technology stack is deliberately lean: it relies on third-party platforms for client engagement, notably Aiwyn for online payment processing and recurring billing, ShareFile (Citrix) for secure document exchange, and a Checkpoint-hosted Online Tax Guide resource. PDR does not maintain a public API, proprietary software product, or downloadable application. The company is an independent member of BDO Alliance USA, a nationwide association of independently owned accounting and advisory firms with 400+ locations, enabling PDR to deliver multi-jurisdictional tax and assurance engagements without operating a national footprint of its own.

Operationally, PDR runs a partner-led engagement model in which shareholders and Managing Shareholder Paul Costantino remain personally involved on accounts. Headcount is reported in the 11-50 range and revenue is not publicly disclosed. Pricing is quote-based per engagement scope, with billing on multi-year contracts and no published rate card. The firm has no disclosed external investors, no parent company, and no institutional ownership; its shareholders are practicing professionals. Customer acquisition is relationship-led, supplemented by content marketing through the Knowledge Center blog, Video Knowledge Series, email newsletter, annual Tax Planning Guides, and an active social and community-engagement presence anchored under the #PDRLife brand.

Name

PDR CPAs + Advisors

Legal name

PDR CPAs + Advisors

Website

https://pdr-cpa.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

11–50 employees

Short description

PDR CPAs + Advisors is a privately held, partner-led regional CPA firm founded in 1974 in Oldsmar, Florida, delivering accounting, tax, audit & assurance, and business consulting services to entrepreneurs, privately owned businesses, not-for-profits, and individuals across nine industry verticals in the Tampa Bay market, as an independent member of BDO Alliance USA.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK)

Keywords

• Accounting services
• Tax compliance
• Audit assurance
• Business consulting
• R&D tax credits

Headquarters

HQ city

Flushing

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting Services: Ongoing accounting support including financial statement preparation (compiled), QuickBooks management, payroll processing, and sales tax compliance. Typically structured as recurring engagements with regular monthly, quarterly, or annual deliverables.
2. Tax Services: Tax planning and compliance for businesses and individuals, including federal, state, local, and international tax. Specialized services include R&D tax credits, cost segregation studies, multi-state tax, and trust/estate planning. Mix of project-based and recurring annual engagements.
3. Audit & Assurance Services: Independent audit and assurance services including financial statement audits, reviews, compilations, employee benefit plan audits, and agreed-upon procedures. Typically one-time or annual engagements.
4. Business Consulting: Advisory services including business valuations, litigation support, mergers & acquisitions, succession planning, and financial projections. Project-based engagements varying in scope and duration.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

PDR CPAs + Advisors is a Tampa Bay area accounting firm providing four core practice areas: (1) Accounting Services including compiled financial statements, QuickBooks management, payroll processing, and sales tax compliance; (2) Tax Services covering federal, state, local, and international tax planning and compliance, including specialized R&D tax credits, cost segregation studies, and trust/estate planning; (3) Audit & Assurance Services including financial statement audits, reviews, compilations, and employee benefit plan audits; and (4) Business Consulting including valuations, M&A advisory, succession planning, and litigation support.

Product overview

PDR CPAs + Advisors is a professional services firm offering a comprehensive suite of accounting, tax, audit & assurance, and business consulting solutions. Rather than a single software product, the firm provides these services through four core practice areas: Accounting Services (compiled financial statements, QuickBooks reconciliation, payroll, fixed asset management), Audit & Assurance (financial audits, reviews, employee benefit plan audits, HUD audits), Tax Services (federal/state/local tax, R&D credits, international tax, multi-state tax), and Business Consulting (valuations, M&A advisory, succession planning, litigation support). Additional offerings include a Client Portal with online payment and document upload capabilities, an Online Tax Guide resource, and annual Tax Planning Guides. The firm also provides industry-specific solutions for construction & real estate, healthcare, hospitality, manufacturing, technology, not-for-profit, and international businesses.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Full-service accounting department offering compiled financial statements, client fund reconciliations, QuickBooks setup and reconciliation, payroll processing, sales tax services, and fixed asset management for businesses that need outsourced accounting support.
• Tax Services Comprehensive tax planning and compliance services including federal/state/local tax, sales and use tax, payroll tax, business tax credits, international tax, multi-state tax, R&D tax credits, and trust/estate tax for businesses and individuals.
• Audit & Assurance Services Independent audit and assurance services including financial statement audits, reviews, compilations, agreed-upon procedures, employee benefit plan audits, single audits, and HUD audits for businesses and not-for-profit organizations.
• Business Consulting Financial management consulting covering startup assistance, business valuations, bank financing, mergers and acquisitions, succession planning, litigation support, and forensic accounting for business owners and operators.

Named customers4 records

Segments9 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Three partnerships are on record, tiered core and supporting.

• BDO Alliance USAcoreStrategic or Co-development PartnerIndependent member of the BDO Alliance USA, a nationwide association of independently-owned local and regional accounting, consulting and service firms. Provides access to national and international coverage, enhanced service offerings, over 7,000 hours of training and education, and collaborative go-to-market opportunities. Enables PDR to serve clients with complex multi-jurisdictional needs while maintaining local firm responsiveness.
• AiwyncoreTechnology or IntegrationPayment processing platform powering PDR's online client portal. Provides automated payments, recurring payments, ACH/bank transfer, and credit card processing capabilities. Enables clients to view invoices, manage payment methods, and set up auto-pay.
• ShareFile (by Citrix)supportingTechnology or IntegrationSecure document exchange platform used for client file uploads. Enables encrypted transfer of sensitive financial documents between clients and PDR team.

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/pdrcpas
• YouTubeyoutube.com/c/pdr-cpa
• Facebookfacebook.com/PDRCPASADVISORS
• LinkedInlinkedin.com/company/pdr-cpas-and-advisors
• Instagraminstagram.com/pdrcpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 PDR CPAs + Advisors