TD Consulting Group PC - CPAs, Tax, & Business Advisors

Let us take the stress out of running your business

Certified public accountant in Milwaukie, OR (show on map)

4.3

★★★★☆

4 reviews

A modern accounting and advisory firm serving business owners, entrepreneurs, and high-net-worth individuals with proactive financial guidance.

Call (503) 786-7320

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About

TD Consulting Group, PC is a full-service accounting and advisory firm founded in 1995 by Tom Dragicevic in downtown Portland, later relocating to Milwaukie, OR. The firm evolved from Tom Dragicevic, PC to TD Consulting Group, PC in 2009, expanding its team and capabilities.

It serves professional service providers, business owners, high-net-worth individuals, and individuals seeking tax help. Services include bookkeeping, tax preparation and planning, financial advisory, and strategic business guidance. The firm's culture is built on core values of serving others, being resourceful, and staying curious. It has been recognized as a modern, forward-thinking firm blending core values with innovative practices and technology.

Personal, relationship-driven approach to financial coaching

Proactive financial, business, and tax guidance

Modern, forward-thinking firm blending core values with innovative technology

Full-service offering: accounting, tax, advisory, and strategic business guidance

ShareFile client portal for secure, user-friendly collaboration

Services

Accounting & Bookkeeping

We handle your numbers so you can focus on running your business. Full bookkeeping and accounting services.

Bookkeeping Financial reporting Accounts management

Tax Services

Tax time doesn't have to be stressful. Our experts help with tax preparation, planning, and compliance.

Tax preparation Tax planning IRS compliance

Advisory & Strategic Guidance

We go beyond the numbers with deep analysis and strategic guidance to help you make sound business decisions.

Financial analysis Strategic planning Business coaching

Small Business Financial Services

Tailored financial services for small business owners including cash flow management, KPI tracking, and succession planning.

Cash flow management KPI tracking Succession planning Inflation guidance

Credentials & Certifications

CPA Firm (PC designation)

Since 1995

Reviews

Rating

4.3

★★★★☆

Reviews

"The team made it so easy for me."

Frequently Asked Questions

What services does TD Consulting Group offer? +

The firm offers accounting, bookkeeping, tax preparation and planning, and strategic financial advisory services for business owners, entrepreneurs, and high-net-worth individuals.

Who does TD Consulting Group serve? +

Professional service providers, business owners, high-net-worth individuals, and individuals seeking tax assistance.

Where is TD Consulting Group located? +

6400 SE Lake Rd, Suite 400, Milwaukie, OR 97222.

When was TD Consulting Group founded? +

The firm was founded in 1995 by Tom Dragicevic.

What are the firm's core values? +

Serve Others, Be Resourceful, and Stay Curious.

Does the firm offer eBooks and resources for small businesses? +

Yes, the firm provides a resources library and eBooks covering topics like subscription pricing, cybersecurity, inflation, KPIs, tax planning, and financial data protection.

Is there a client portal for sharing documents? +

Yes, the firm uses ShareFile as its client portal system for secure document sharing and collaboration.

What payment methods does the firm accept? +

The firm has a new client payment website at 8am-CPA Charge for online payments.