Name

TMDL

Legal name

PT&C Group, LLC

Website

https://tmdlcpa.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Annapolis

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Traditional accounting and advisory service fees. The firm operates as an alternative practice structure with Platform CPAs, LLP providing attest services and PT&C Group, LLC providing tax and business consulting services. Revenue is derived from professional service engagements including audit, tax preparation, and advisory work.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

TMDL is a CPA firm that offers audit, payroll, tax, financial, and accounting services through an alternative practice structure combining Platform CPAs, LLP (attest services) and PT&C Group, LLC (tax and business consulting). It delivers full-suite Local Firm Services alongside Partner Advisories accessible via platformadvise.com, and offers industry-specific management consulting to business clients across Maryland. Engagement-based service delivery is supported through three physical office locations (Annapolis, Salisbury, Bethesda) with customized, non-public pricing quoted per engagement.

Differentiator

Problem solved

Functional benefit

Products and services

• Local Firm Services A bundled offering of the firm's core full-suite accounting, tax, audit, and advisory capabilities delivered through its Maryland offices (Annapolis, Salisbury, Bethesda) for business clients and individuals across Maryland.
• Partner Advisories Extended advisory services provided through the affiliated Platform Advise platform, channeling clients to a separate online advisory channel for additional consulting engagements beyond the core local firm offering.
• Audit and Attest Services Licensed attest (audit and assurance) services delivered through affiliated Platform CPAs, LLP within the firm's alternative practice structure, providing independent CPA-firm attestation for clients requiring audited financial statements.
• Tax Preparation and Business Consulting Tax compliance, tax planning, and broader business consulting engagements delivered through PT&C Group, LLC and subsidiary entities within the alternative practice structure, serving as the non-attest counterpart to the firm's CPA-firm attest services.
• Industry Specialties / Management Consulting Industry-specialized management consulting engagements delivered by sector-experienced advisors through the firm's Industries practice, extending the core CPA/advisory portfolio with vertical-specific consulting expertise.
• Payroll Services Payroll processing and related payroll-administration services offered as part of the firm's full-suite CPA practice for Maryland-based business clients, per the firm's TMDL CPA firm description.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Platform CPAs, LLPcoreStrategic or Co-development PartnerPlatform CPAs, LLP is a licensed independent CPA firm that provides attest services within the Compass US alternative practice structure. PT&C Group, LLC operates alongside Platform CPAs to deliver professional services in accordance with applicable professional standards.
• PT&C Group, LLCcoreStrategic or Co-development PartnerPT&C Group, LLC and its subsidiary entities provide tax and business consulting services. It operates as the parent entity for Compass US Accountants & Advisors brand. PT&C Group, LLC is not a licensed CPA firm but works in partnership with Platform CPAs, LLP for full-service delivery.
• Platform AdviseminorChannel Partner/ Reseller/ DistributorPlatform Advise is referenced as a Partner Advisories platform, providing additional advisory services to clients through a separate platform channel.

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Aprio: National advisory and accounting firm with a strong East Coast presence. Comparable due to overlapping full-service accounting, tax, and advisory offerings to mid-market clients.
• BDO USA: Top-10 national accounting and advisory firm with offices across the Mid-Atlantic. Comparable as a broader incumbent offering overlapping audit, tax, and advisory services, though at a much larger scale.
• RSM US: National mid-market-focused accounting and consulting firm. Comparable as a larger incumbent serving middle-market clients with the same core services (audit, tax, advisory).
• KPMG US: Big Four accounting firm with major Mid-Atlantic offices. Comparable as a broad incumbent delivering audit, tax, and advisory services, though at a much larger scale and client tier.
• Withum: Large national accounting and advisory firm with a Mid-Atlantic presence. Comparable as a broader professional services incumbent offering the same suite of accounting and advisory services.

Direct peers

• SC&H Group: Maryland-based mid-market CPA and advisory firm with offices in the Baltimore-DC region. Closely comparable as a regional full-service firm offering audit, tax, and business consulting to mid-market clients in the same geographic footprint.
• Rosen, Sapperstein & Friedlander: Maryland-based CPA and business advisory firm serving closely-held businesses and individuals. Comparable as a Maryland-focused full-service accounting practice with a similar client profile.
• Councilor, Buchanan & Mitchell (CBM): Bethesda, Maryland-based CPA firm providing audit, tax, and advisory services. Directly comparable given overlapping Bethesda geography and similar mid-market professional services positioning.
• Gross Mendelsohn & Associates: Mid-Atlantic CPA and advisory firm with a strong Maryland presence. Comparable due to similar regional focus, full-service accounting offerings, and mid-market client base.

Others

• Platform Accounting Group: Parent-style platform network of which Compass US is a brand affiliate. Comparable as the broader platform ecosystem that enables Compass US's alternative practice structure and shared branding across affiliated firms.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/tmdl_cpa

Revenue estimate

Valuation estimate

Number of profiles

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 TMDL