01
Federal, state, and local compliance
- Accurate preparation and timely filing in every jurisdiction
- Multi-state guidance for expanding organizations
- Sales tax, payroll tax, and specialized compliance
- Proactive communication, no surprises
HD Tax · Business and individual tax
Planned all year, not just filed in April.
HD Growth Partners provides business and individual tax planning, preparation, and advisory for ambitious, owner-led businesses, their owners, and executives. We handle federal, state, and local compliance, including multi-state, and build year-round strategies around entity structure, growth, transactions, and ownership transitions.
What's included
Everything you need, under one roof.
02
Tax advisory for growth and transition
- Entity structure evaluation and optimization
- Credit, incentive, and deduction identification
- M&A modeling and transaction tax planning
- Coordination with lenders, boards, and investors
03
Year-round strategic planning
- Scenario modeling throughout the year
- Planning aligned with ownership transitions
- Compensation and capital deployment strategy
- Cash flow and capital planning support
04
Individual tax planning
- Returns coordinated with your business entities
- Multi-state filing for owners and executives
- Investment, portfolio, and real estate income
- Strategy aligned with long-term wealth goals
Deadlines never sneak up on you.
Every client’s year is mapped out in their service agreement, with smaller milestones set well ahead of the real due dates. We track every one, so the big deadlines are easy to meet and nothing gets overlooked.
Who we work with
- Ambitious, owner-led businesses
- Multi-location and multi-entity groups
- Restaurant and hospitality operators
- Healthcare service providers
- Nonprofit organizations
- Family-owned and entrepreneur-led businesses
- Private equity-backed companies
How it works
Three steps. No surprises.
- 1
Plan early
We review your situation and goals well before deadlines, when there’s still time to change the outcome.
- 2
Model the options
We run the scenarios on structure, timing, and compensation so every decision is made with the full picture.
- 3
File with confidence
Compliance is handled correctly and on time, without last-minute scrambling.
Common questions
What if I forget about my documents and it’s 10pm on April 14th?
If you filed with us the previous year and we haven’t seen you 30 days before the deadline, we file an extension for you automatically. If you call us at 10pm on April 14th, we can’t make any promises about what might be said.
Do you have a special talent for finding hidden deductions?
We spend all year reading, researching, and training on how to save our clients money. We’re a bit obsessed. If there’s a deduction to be had, you can count on us to find it.
Do you guarantee a bigger refund?
Getting a refund is exciting as a kid. As an adult, a refund means you loaned the government money for free. We do every return like it was our grandma’s, and nobody wants grandma overpaying. We don’t guarantee a refund, but we do guarantee you’ll be happy with our service. If you’re not, we’ll make it right.
HD Tax
Talk to the Tax team.
The first conversation is free. Tell us where things stand and where you want them to go.