Digital Accounting and Tax Services

What Digital Accounting and Tax Services does

Digital Accounting & Tax Services, LLC is a privately held professional services firm founded in 2009 and headquartered in Federal Way, Washington. The firm provides tax preparation and filing (Forms 1040, 1120, 1065, and Schedule C), IRS audit and tax resolution services, quarterly estimated tax filings, ongoing monthly bookkeeping, financial statement preparation, accounts payable/receivable management, and general ledger maintenance. Its service portfolio is built around a QuickBooks-centric accounting stack, delivered under a QuickBooks ProAdvisor certification, and supported by an Enrolled Agent credential that permits unlimited representation of clients before the IRS in all 50 states.

The business is operated by a two-person team - founder and lead consultant Dena Masuda (MBA, EA) and accountant Steve Edmonds - who jointly review every tax return. Service delivery is consultative and direct: clients engage via phone, email, or a website contact form, and receive work through secure document exchange and direct communication. Marketing is referral-driven and locally focused on S. King, Snohomish, and Skagit counties, with nominal nationwide reach enabled by the EA license.

The revenue model is straightforward professional services billing, with no publicly disclosed pricing tiers or package structures. Engagements are scoped and quoted per client, spanning one-time tax preparation projects, ad hoc tax resolution work, and recurring monthly bookkeeping retainers. Customer segments are individuals, families, self-employed professionals, and small businesses (sole proprietors, LLCs, partnerships, and small corporations). The firm carries no outside investment, has no parent company, and operates without subsidiaries, patents, awards, or formal partnerships beyond its certifications.

Name

Digital Accounting and Tax Services

Legal name

Digital Accounting & Tax Services, LLC

Website

https://dataccounting.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Digital Accounting & Tax Services is a two-person Federal Way, WA accounting firm providing tax preparation, IRS representation, and QuickBooks bookkeeping to individuals and small businesses across Washington State and the broader US.

Ownership category

akta.pro rank

Product category

Tax Preparation and Accounting Services

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219), Payroll Services (541214)

SIC

Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Tax Return Filing, Processing & Assessment (BPAIADAC)

akta.pro secondary industries

Tax & Financial Document Preparation Organization (Non-Advisory) (HSAFAEAG), Expense Management & Reimbursements Administration (BPACAIAH), Withholding & Payroll Tax Administration (BPAIADAI)

Keywords

• Tax preparation services
• Bookkeeping services
• IRS representation
• QuickBooks accounting
• Small business tax filing

Headquarters

HQ city

Tacoma

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services (Tax & Accounting): Revenue generated from professional accounting services including tax preparation, tax resolution, IRS representation, bookkeeping, financial statement preparation, and business consulting. Services billed as one-time engagements or ongoing monthly/annual retainer arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Digital Accounting & Tax Services, LLC provides professional tax preparation, tax resolution, and IRS audit representation for individuals and small businesses, alongside QuickBooks-based bookkeeping, cleanup, training, monthly bookkeeping, financial statement preparation, and accounts payable/receivable management. Services are delivered by an Enrolled Agent and a second experienced accountant under a dual-review model, billed as one-time engagements or ongoing monthly/annual retainers at quote-based pricing.

Product overview

Digital Accounting & Tax Services, LLC is a single-service accounting firm offering a unified suite of tax and bookkeeping services rather than a modular software platform. The core offering centers on tax preparation and filing services (individual and business returns), supplemented by IRS resolution and audit representation. The firm provides QuickBooks accounting services (setup, bookkeeping, cleanup, and training) as its primary accounting delivery method. Additional services include quarterly estimated tax filing, annual tax return preparation, tax planning and consulting, monthly bookkeeping, financial statement preparation (balance sheets, income statements, cash flow), accounts payable and receivable management, and general ledger maintenance. All services are delivered by an Enrolled Agent (EA) and an experienced accountant, with QuickBooks ProAdvisor certification supporting the accounting technology component.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation and Filing Professional tax preparation services for individuals, families, and small businesses covering federal and Washington State requirements, identifying credits and deductions to reduce tax liability.
• Tax Resolution and IRS Representation IRS audit and tax debt resolution services including installment agreements, offers in compromise, and penalty abatement, provided by an Enrolled Agent certified to represent clients before the IRS in all 50 states.
• QuickBooks Accounting and Bookkeeping Complete QuickBooks services including setup, chart of accounts configuration, ongoing bookkeeping, and financial reporting, customized for specific business needs.
• QuickBooks Cleanup and Training Full cleanup services to restore accuracy and organization to disorganized financial records, plus personalized training for business owners and teams on QuickBooks usage.
• Quarterly Tax Filing Estimated tax payment preparation and filing for IRS and Washington State Department of Revenue, including Form 1040-ES for individuals and Form 1120-W for corporations, with quarterly reminder system and deadline management.
• Annual Tax Return Preparation Comprehensive annual tax return preparation for individuals and businesses, including Form 1040, 1120, 1065, or Schedule C depending on entity structure, with federal and state filing coordination.
• Tax Planning and Consulting Strategic ongoing tax planning including income structuring, entity selection, investment strategy, retirement planning, tax-loss harvesting, and tax-efficient business restructuring.
• IRS Audit Support and Representation IRS audit support including document preparation, correspondence management, attendance at IRS appointments, negotiation, payment plan assistance, and penalty abatement requests.
• Monthly Bookkeeping Recurring monthly bookkeeping including data entry, transaction classification, account reconciliation, and financial reporting using cloud-based accounting software.
• Financial Statement Preparation Preparation of balance sheets, income statements (P&L), and cash flow statements compliant with GAAP, used for internal analysis, bank financing, investor reviews, and tax filing.
• Accounts Payable and Receivable Management Tracking and management of outgoing payments to vendors and incoming payments from customers, including invoice processing, payment scheduling, aging reports, and collection follow-up.
• General Ledger Maintenance

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• IRS (Enrolled Agent Program)coreOthersAs an Enrolled Agent (EA), Dena Masuda holds the highest IRS credential, authorized to represent taxpayers before the IRS in all 50 states. This is a federal certification that enables unlimited tax practice rights.

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Emerging players

• Botkeeper: Automated bookkeeping platform combining AI/machine learning with human accountants to deliver ongoing bookkeeping for small businesses. Competes with Digital Accounting's monthly bookkeeping service but uses an automation-first model that pressures traditional bookkeeping fees.
• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services primarily serving startups and SMBs. Comparable target market and overlapping service catalog with Digital Accounting's small business offering, with a stronger technology and recurring-revenue model.
• Intuit QuickBooks Live: Intuit's own human-assisted bookkeeping service bundled with QuickBooks, providing live bookkeepers to small business customers. Direct competitive threat to Digital Accounting's QuickBooks-based bookkeeping offering from the underlying software vendor.

Broad incumbents

• CBIZ: National professional services firm providing tax, accounting, and advisory services to mid-market and small business clients. Overlaps with Digital Accounting on tax preparation and financial statement services but operates at vastly larger scale and broader service portfolio.
• H&R Block: National tax preparation chain offering individual and small business tax filing, IRS representation, and adjacent financial products. Overlaps directly with Digital Accounting's core tax prep service but competes on scale, retail footprint, and price rather than personalized advisory quality.
• Liberty Tax Service: National tax preparation franchise network offering individual and small business tax filing with seasonal office presence. Competes in the same end market and service category, particularly for routine returns where Digital Accounting also competes.
• Jackson Hewitt Tax Service: Large national tax preparation franchise with retail offices serving individual taxpayers and small businesses. Directly competes in the same customer segment and offers similar tax resolution and year-round services, but at much larger scale and via franchisees.

Direct peers

• Bench Accounting: Tech-enabled bookkeeping service for small businesses providing monthly books, financial statements, and tax-ready financials via a proprietary platform. Directly comparable to Digital Accounting's QuickBooks bookkeeping offering, but with a software-first delivery model versus a human-led service model.
• Padgett Business Services: Network of small-business-focused accounting offices providing bookkeeping, tax preparation, payroll, and financial statement services to SMBs. Direct functional peer to Digital Accounting's small business services and QuickBooks bookkeeping offering, with similar local-office delivery model.
• 1-800Accountant: Virtual accounting and tax firm serving small businesses and individuals nationwide with bookkeeping, tax prep, and advisory services delivered remotely. Closely comparable business model and target customer to Digital Accounting, but with significantly larger scale and a tech-enabled remote delivery layer.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/dataccounting
• LinkedInlinkedin.com/company/digital-accounting-tax-services

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Digital Accounting and Tax Services