TDR Financial

Welcome to our firm, where we prioritize trust, transparency, and dedication in every interaction with our clients. We are a Miami-based tax and audit advisory service that extends beyond the balance sheets and spreadsheets. Our team of experts is committed to delivering accurate, confidential, and ethical financial services, with a focus on building strong and lasting client relationships. We empower our clients' finances with knowledge and care, providing personalized financial guidance and support.

Our Values

At our firm, we believe in upholding the following values:

• Trust: We ensure accurate, confidential, and ethical financial services, fostering strong and lasting client relationships.
• Transparency: We emphasize clear, honest communication and open financial reporting, making information easily accessible to clients.
• Dedication: Committed to excellence and client-focused service, we continually improve and offer personalized financial solutions.

Our Services

We offer a wide range of services designed to meet the unique needs of our clients.

• Tax Management: Don't let tax season stress you out. Our team of tax professionals is here to help you maximize your tax savings while ensuring compliance with all applicable laws. We offer tax preparation solutions tailored to individual taxpayers and small business owners.
• Tax Planning: Keep more of your money by identifying opportunities for tax savings. Our team stays updated with the constantly evolving tax laws, meets tax deadlines, and ensures timely filings. With our expert tax and audit consulting services, you can trust that your taxes will be prepared correctly without any hidden fees or surprises.
• Bookkeeping: We provide tailored bookkeeping services to fit the specific industry, business size, and unique financial requirements of small business owners. Beyond just numbers, we offer valuable insights into your financial records to help you make informed decisions.
• Amended Return: If you have discovered errors on your original tax return, our experienced team is here to help. We will meticulously review your return and identity and correct any inaccuracies. We treat your financial information with complete confidentiality and employ robust security measures to protect your data.
• Tax Examination: Navigating a tax examination or audit can be a stressful experience, but you don't have to face it alone. We have a deep understanding of IRS procedures. Our team will prepare you thoroughly before the examination begins to help you gather necessary documentation and present a strong case to the IRS.
• Life Insurance Products: Life is full of uncertainties, but one consistent thing is the need to protect your loved ones. That's where we come in! We provide a range of comprehensive and dependable life insurance products to safeguard the financial status of your family. From multiple coverage options to affordable premiums, we provide maximum coverage to make life insurance accessible to everyone.

Our Process

At our firm, we follow a simple yet effective process:

• Initial Consultation: We offer a 15-minute consultation call to help you begin your tax and audit process with clarity and confidence.
• Document Submission: After the initial consultation, we provide you with a secured link that allows you to upload your financial documents to our encrypted system, protecting your data from unauthorized access.