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Our Mission
To relieve the stress, worry and uncertainty of taxes, finances and investments by helping our clients manage and plan their tax liabilities and reach their financial goals and dreams for the future.

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Tell me and I'll forget; show me and I may remember; involve me and I'll understand. - Chinese proverb
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The IRS has created a special new section on their website for people who have lost their homes due to foreclosure. The IRS also reassured homeowners that although mortgage workouts and foreclosures can have tax consequences, special relief provisions can often reduce or eliminate the tax bite for financially strapped borrowers who lose their homes. A listing of frequently asked questions on how to handle a foreclosure and the related tax consequences is available by clicking here
  
   
Where's My Refund? Tax Rebate Calculator Information on Stimulus Payments    

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To better serve you, the Arizona Department of Revenue now offers online assistance and filing of your business taxes. To file your taxes online or to register to use the website, go to AZTaxes.gov.

IRS E-file

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 Cheryl Wilson
Learn more about Cheryl and her backgrounds, education and professional associations.
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Every successful business has a good team of people working behind the scene to make the business run smoothly. Please take a minute to meet the ones at C&D.

 

   
  

Cheryl has been chosen to be in the Consumer Research Council of America's Guide to America's Top Planners!

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Securities offered through
J. W. Cole Financial
J.W. Cole Financial, Inc.   Member NASD/SIPC
Advisory Services offered through Jonathan Roberts Advisory Group, Inc.

3550 Buschwood Park Drive, #135  •  Tampa, FL  33618
(813) 935-6776  •  (813) 935-6775 FAX