Tax Advisory Services

The Early Bird Gets the Savings

Strategic Tax Planning That Protects Value and Supports Growth Middle-market organizations need more than compliance. We deliver proactive tax strategies that reduce risk, optimize efficiency, and prepare your organization for its next chapter.

advisor

Planning Ahead

Tax complexity grows with your business. Multi-state operations, changing ownership structures, acquisition activity, and evolving regulations require sophisticated planning and flawless execution.

We provide comprehensive compliance alongside forward-thinking tax strategies designed to protect capital, improve cash flow, and support long-term performance. HD Growth Partners leverages advanced technology to enhance accuracy, streamline processes, and deliver insights that inform better decisions.


We complete 90% of projects on time—significantly exceeding the professional services industry average of 76%—demonstrating our commitment to reliable service delivery.

What We Deliver

  • Federal, State, and Local Compliance

    • Accurate preparation and timely filing across all jurisdictions

    • Multi-state tax guidance for expanding organizations

    • Sales tax, payroll tax, and specialized compliance management

    • Proactive communication to eliminate surprises

  • Tax Advisory for Growth & Transition

    • Entity structure evaluation and optimization

    • Credit, incentive, and deduction identification

    • M&A modeling and transaction tax planning

    • Coordination with lenders, boards, and investors

  • Strategic Tax Planning

    • Year-round review and scenario modeling

    • Planning aligned with business objectives and ownership transitions

    • Guidance on entity structure, compensation strategies, and capital deployment

    • Cash flow optimization and capital planning support

Who We Support

Our Tax Advisory Services are built for organizations navigating growth, transition, or increased complexity:

  • Middle-market companies

    with multi-state or multi-entity operations

  • Multi-unit and franchise organizations

  • Healthcare providers

    with multiple locations or service lines

  • Non-profit organizations

    managing grants and funding requirements

  • Family-owned and entrepreneur-led businesses

  • Private equity-backed companies

    preparing for transactions

Our Approach

Accurate and Reliable

Compliance is handled correctly and on time, without uncertainty or last-minute scrambling.

Technology-Enabled

Advanced tools improve accuracy, streamline preparation, and reduce administrative burden.

Fully Integrated

Tax strategies connect directly with financial reporting, advisory guidance, and operational planning.

Aligned With Your Goals

We work closely with your CFO support, accounting, and advisory teams to ensure tax planning serves your broader business strategy.

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Why Organizations Choose HD Growth Partners

Organizations choose HD Growth Partners for executive-level financial leadership supported by scalable systems designed for long-term growth. Our team brings executive-level financial expertise, enhanced reporting and forecasting capabilities, and a deep understanding of multi-unit and middle-market environments. With consistent communication, a reliable monthly structure, and integrated accounting, tax, and advisory support, we deliver the financial discipline, strategic insight, and technology-enabled solutions needed to create a stronger foundation for your business.

Organizations choose HD Growth Partners for our deep tax expertise paired with comprehensive advisory support, our technology-driven accuracy and efficiency, and our multi-state and multi-entity capabilities. We prioritize clear, proactive communication and offer strong industry-specific knowledge, along with proven support through transitions, acquisitions, and ownership changes. Our goal is to provide the tax clarity and confidence leaders need to operate effectively and scale successfully.

Tax Advisory and Prep Prices

Year-round Tax Advisory & preparation services for all of your needs!

Individual Tax Return, Tax Planning & Consulting

starting at $1,200/annually

1041 Trust, 1065 Partnership, 1120S Corporate and 990 Exempt Organization Tax Returns

starting at $1,500/annually

Reach out to our tax team and let’s get a consultation scheduled.

donald

Donald Trummer, CPA

Director of Tax Advisory
330-759-8522

erin

Erin Sturrus, CPA

Director of Tax Service
330-759-8522

Ed

Ed Weinstein, CPA

Principal
216-329-5195

roger

Roger Cupp, CPA

Principal
513-447-5611

jennifer (1)

Jennifer Crouch

Senior Manager
502-293-1427

jesse

Jesse Kepple, CPA

Senior Manager
216-561-9200

To see the full team click here.