What GDM Private Financial Solutions does

GDM Private Financial Solutions LLC was a privately held CPA firm headquartered at 11400 SE 8th Street, Suite 215, Bellevue, Washington, serving small and midsized businesses and individuals in the Seattle metropolitan area and surrounding Pacific Northwest region. Founded by Alan Dance, the firm offered a unified suite of accounting and tax services, including small business accounting, bookkeeping, tax preparation and planning, payroll processing, QuickBooks setup and support, trusts and estate planning, IRS problem resolution, and business and financial consulting. The firm was distinguished by vertical specialization across technology companies, medical practices, dental practices, manufacturing and distribution businesses, and homeowners' associations (HOAs/CIRAs), with tailored offerings such as practice valuations for healthcare providers, inventory and production cost analysis for manufacturers, and reserve fund planning for associations.

The firm operated on a sales-led, professional services model, billing clients on hourly or fixed-fee engagements and offering free initial consultations as a customer acquisition mechanism. Its technology stack was modest, centered on QuickBooks integration and support, a suite of online tax and financial calculators (mortgage tax savings, retirement, loan payment, savings goal), and a content-marketing-driven website with a monthly tax tips newsletter. Distribution was entirely regional — direct in-person consultations at the Bellevue office plus phone and online channels — with no mobile app, API, or proprietary software platform. The firm had no disclosed funding rounds, no patents, no AI capabilities, and no technology differentiators beyond conventional accounting SaaS tooling.

In March 2026, GDM was acquired by Soltis Investment Advisors, an SEC-registered investment adviser managing approximately $13 billion in client assets and backed by private equity firms LLR Partners and Estancia Capital Management. The 11-person tax and advisory team, led by founder Alan Dance, was integrated into a newly formed entity called Soltis Tax Solutions, LLC, with Dance assuming the role of Director of Tax. The acquisition was strategic — designed to expand Soltis's in-house tax capabilities and offer clients coordinated wealth advisory and tax strategy services within a single platform. Following the transaction, GDM operates as part of Soltis rather than as an independent CPA firm.

Name

GDM Private Financial Solutions

Legal name

GDM Private Financial Solutions LLC

Website

https://forprivateclients.com

Company type

Private

Operating status

Acquired

Headcount range

1–10 employees

Short description

GDM Private Financial Solutions LLC was a Bellevue, Washington-based CPA firm providing accounting, tax preparation, tax planning, payroll, and QuickBooks services to small and midsized businesses across technology, healthcare, dental, manufacturing, and HOA verticals. Acquired by Soltis Investment Advisors in March 2026.

Ownership category

akta.pro rank

Headquarters

HQ city

Bellevue

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. Accounting and Bookkeeping Services: Professional accounting and bookkeeping services for small businesses including outsourced accounting, payroll processing, financial statement preparation, and QuickBooks services. Typically billed on hourly or fixed fee basis.
2. Tax Preparation and Planning Services: Tax preparation and proactive tax planning services for businesses and individuals, including IRS problem resolution, audit representation, and tax settlement assistance.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

GDM Private Financial Solutions LLC is a Bellevue, Washington-based CPA firm providing accounting, bookkeeping, tax preparation, tax planning, payroll, QuickBooks, IRS problem resolution, and business consulting services to small business owners and individuals. The firm differentiates through industry-specialized service lines for technology companies, healthcare and dental practices, manufacturing businesses, and homeowners' associations. Services are delivered on an hourly or fixed-fee basis through direct office consultations and remote channels, beginning with a free initial consultation.

Product overview

GDM Private Financial Solutions LLC is a CPA firm offering a unified suite of accounting and tax services for small businesses and individuals. The core offering consists of Accounting Services and Tax Services, with specialized add-on modules including QuickBooks Services, Payroll Services, Trusts and Estate Planning, IRS Tax Problem Resolution, and Business and Financial Consulting. The firm also provides industry-specific accounting solutions for healthcare, dental, manufacturing, technology, and homeowners' association sectors. All services are delivered through their Bellevue, WA office.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Comprehensive accounting services for small business owners including business and financial consulting, new business advisory, payroll services, QuickBooks services, small business accounting, and trusts and estate planning.
• Tax Services Tax preparation and planning services for businesses and individuals, including strategies to minimize tax burden while ensuring compliance with current tax laws.
• Payroll Services Outsourced payroll processing services that help businesses manage employee compensation, tax withholdings, and compliance requirements.
• QuickBooks Services QuickBooks setup, support, and consulting services to help businesses manage their accounting processes efficiently using QuickBooks software.
• Trusts and Estate Planning Estate and gift planning services that help individuals protect and transfer wealth to future generations while minimizing tax implications.
• IRS Tax Problem Resolution Representation and resolution services for IRS and state tax issues including audits, levies, liens, wage garnishment, offers in compromise, and installment agreements.
• Business and Financial Consulting Strategic business consulting services that help businesses with financial decision-making, cash flow management, and growth planning.

Named customers5 records

Segments5 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Soltis Investment AdvisorscoreStrategic or Co-development Partner · 13 April 2026GDM Private Financial Solutions was acquired by Soltis Investment Advisors, an SEC-registered investment adviser managing approximately $13 billion in client assets. Founder Alan Dance and the 11-person tax and advisory team joined Soltis, with Dance becoming Director of Tax at Soltis Tax Solutions, LLC. The acquisition enables Soltis to offer integrated wealth and tax advisory services, responding to growing client demand for coordinated tax strategy and financial decision-making within a single advisory platform.

Scale indicators2 records

Recent moves3 records

Expansion highlights4 records

Direct peers

• Withum: Top-30 US CPA and advisory firm with industry-focused practices serving SMBs and mid-market companies, including technology and healthcare segments. Comparable multi-vertical CPA model.
• Eide Bailly: Top-25 US CPA firm providing accounting, tax, and advisory services to mid-market businesses with industry-specific teams. Comparable mid-market professional services model.
• Wipfli: Top-20 US accounting and advisory firm focused on mid-market businesses with deep industry specialization (including manufacturing and healthcare). Similar vertically-segmented CPA model to GDM.
• Andersen Tax (Andersen): US tax and advisory firm with a strong tax planning and IRS controversy practice serving businesses and HNW individuals. Closest functional overlap with GDM's tax services and IRS problem resolution offerings.
• Moss Adams: Seattle-based top-15 US CPA and advisory firm serving mid-market businesses across the Pacific Northwest, including industry-specialized practices. Closest geographic and scale comparable to GDM.

Broad incumbents

• CliftonLarsonAllen (CLA): Top-10 US accounting and advisory firm serving private businesses, with industry specialization. Operates at meaningfully larger scale than GDM but competes for the same SMB and mid-market accounting engagements.
• Plante Moran: Top-15 US accounting, tax, and consulting firm serving middle-market companies across multiple industries. Larger and broader than GDM but operates in adjacent professional services space.

Emerging players

• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services firm targeting small businesses and startups. Direct competitor for GDM's core SMB bookkeeping and outsourced accounting services.
• 1-800Accountant: Virtual accounting and tax services firm targeting small businesses and individuals with national reach. Competes for the same SMB and individual tax/accounting clients, especially via online delivery.
• Bench (by Empire): Tech-enabled bookkeeping and accounting platform serving SMBs with software-driven monthly bookkeeping. Competes with GDM's outsourced accounting services for the same SMB segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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 GDM Private Financial Solutions