TDX Consulting

What TDX Consulting does

TDX Consulting (legally TDX Group) is a Seattle-based tax and advisory professional services firm founded in 2001 by Tatiana Dudley. It operates as a boutique practice with a core team of seven specialists covering IT/security, payroll, state and sales tax, multi-state compliance, accounting, and communications, all US-based and collectively representing 25+ years of industry experience. The firm serves 500+ businesses across all 50 US states with a 98% year-over-year client retention rate.

The company's offering spans eight interconnected service lines: small business and startup support (entity formation, payroll setup), tax preparation and planning (federal and multi-state), payroll and compensation strategy (including S-Corp salary optimization), bookkeeping and financial insights, compliance and entity filings, IRS representation and audit defense, nonprofit tax and compliance, and custom solutions for complex or multi-state situations. Delivery is remote-first, supported by the TaxDome client portal for document exchange and ongoing engagement. The firm does not operate proprietary software; its value is delivered through human advisory expertise, including direct IRS taxpayer representation authority held by the founder.

The business model is professional services revenue generated through quote-based engagements for tax, payroll, bookkeeping, and compliance work. Acquisition is sales-led via consultation requests through the website, supplemented by content marketing (a blog and educational resource library) targeting SMBs, startups, entrepreneurs, nonprofits, non-resident entrepreneurs, and businesses with complex or past-due tax situations. Pricing is not publicly disclosed. The firm is privately held and founder-owned, with no external investors, funding rounds, or M&A activity disclosed.

Name

TDX Consulting

Legal name

TDX Group

Website

https://td-tax.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

TDX Consulting is a Seattle-based, founder-owned tax and advisory firm founded in 2001, serving 500+ small businesses, startups, entrepreneurs, and nonprofits across all 50 US states through eight service lines including tax preparation, payroll, bookkeeping, and IRS representation.

Ownership category

akta.pro rank

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Tax Services: Tax preparation, planning, and compliance services for small businesses, startups, and individuals. Revenue generated through service fees for tax filing, planning consultations, and ongoing advisory engagements.
2. Payroll & Compensation Services: Payroll processing, compensation strategy design, and W-2/1099 management for small businesses and family enterprises.
3. Bookkeeping & Financial Services: Ongoing bookkeeping, financial record-keeping, clean-up services, and financial insights for small business clients.
4. Compliance & Entity Filing Services: IRS representation, audit support, entity filings, multi-state compliance setup, and regulatory compliance management.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

TDX Consulting is a Seattle-based tax consulting and advisory firm that provides professional tax, payroll, bookkeeping, and compliance services to small businesses, startups, entrepreneurs, and nonprofits across the United States. The firm offers eight core service lines spanning startup entity formation, tax preparation and planning, payroll and compensation strategy, bookkeeping, ongoing compliance and entity filings, IRS audit representation, nonprofit tax compliance, and custom special-project work, delivered through a year-round 1:1 engagement model.

Product overview

TDX Consulting (TDX Group) is a tax consulting and advisory firm offering a comprehensive suite of professional services for small businesses, startups, entrepreneurs, and nonprofits. The company operates as a unified service practice rather than a software platform, providing eight interconnected service lines: Startup Support (entity formation and initial compliance), Tax Preparation & Planning (federal and multi-state tax filing and strategy), Payroll & Compensation Strategy (payroll processing and tax-efficient compensation design), Bookkeeping & Financial Insights (record-keeping and financial analysis), Compliance & Entity Filings (ongoing regulatory compliance), Representation & IRS Support (audit defense and IRS communication), Nonprofit Tax & Compliance (501(c)(3) and Form 990 services), and Custom Solutions & Special Projects (complex tax situations and multi-state setup). The firm emphasizes year-round proactive guidance, direct 1:1 partnership, and 365-day availability rather than seasonal engagement.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Business & Startup Support Entity formation paperwork, advising owners on tax issues, setting up payroll, and building tax-smart systems for new and growing small businesses.

Quantifiable outcome

• 98% year-over-year client retention rate
• +2 more outcomes

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Botkeeper: Botkeeper offers automated bookkeeping and accounting support for SMBs using AI-assisted workflows with human oversight. Overlaps with TDX on bookkeeping and financial insights for small business clients.
• Ceterus: Ceterus provides outsourced bookkeeping and accounting for small businesses and franchises with standardized service packages. Comparable to TDX in targeting non-finance SMB owners needing ongoing compliance and bookkeeping.
• 1-800Accountant: 1-800Accountant provides outsourced accounting, tax, payroll, and advisory services to small businesses and startups, with a virtual delivery model similar to TDX. Both firms target founders needing year-round compliance support rather than seasonal tax filing.
• Bench: Bench delivers monthly bookkeeping and tax filing for small businesses using a tech-enabled platform paired with dedicated bookkeepers. Directly comparable to TDX's bookkeeping, tax prep, and SMB client focus.
• Kruze Consulting: Kruze Consulting is a startup-focused CPA firm offering accounting, tax, and CFO services to venture-backed and early-stage companies. Overlap with TDX in serving first-time founders with entity formation, payroll setup, and tax planning.
• SurePayroll (Paychex): SurePayroll offers online payroll processing and tax filing for small businesses, directly overlapping with TDX's payroll and compensation strategy service line and SMB customer segment.
• Pilot: Pilot provides bookkeeping, tax, and CFO services specifically for startups and small businesses, combining software tooling with human accountants. Comparable to TDX in core service mix and SMB/startup target segment.

Broad incumbents

• H&R Block: H&R Block is a large incumbent tax preparation retailer offering DIY software and assisted tax filing for individuals and small businesses. Serves overlapping SMB and individual tax clients but at much broader scale and lower price points than TDX.
• Intuit (TurboTax Live): Intuit's TurboTax Live combines DIY tax software with on-demand access to tax professionals for individuals and small businesses. Competes with TDX for entry-level SMB and individual tax work at significantly lower price points.

Emerging players

• Taxfyle: Taxfyle operates an on-demand marketplace connecting businesses and individuals with licensed tax professionals. Adjacent peer to TDX's tax preparation service, with a tech-enabled delivery model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/tdxconsulting

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 TDX Consulting