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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.

 Investment E-Seminars
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
  
   
   

We Have Moved!

Our new address is:

1810 S. Crismon Rd., Ste 188
Mesa, AZ 85209
(South of Hwy 60 on Crismon Rd)

Clearing Up the Rumors:
The Truth About
The "Gun Tax Bill"

Where's My Refund? Tax Rebate Calculator Information on Stimulus Payments Federal Tax Credits for Energy Efficiency
 
 

 

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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.
 Meet Our Staff
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!

Click here to read more...

       

Keeping up with the Joneses...

Keeping up with the Joneses all year is hard enough. It gets even worse during the holidays, when we feel pressured to keep up, not just with the Joneses, but also with Santa, Mrs. Claus, and all the elves.

Some Christmas shoppers overspend on gifts and end up paying off credit card bills for months. Others drive themselves crazy trying to find exactly the right gifts for the right people. Others hate shopping so much that they find it hard to enjoy the season.

If you fit into any of these categories, the cause may be your money scripts. We are surrounded by expectations and pressures about giving and about “ideal” holiday celebrations. As a result, we are especially vulnerable to making money decisions blindly in response to beliefs we don’t even realize we hold...       Click here to "read the full article"
 

 

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1810 S. Crismon Rd., Ste 188
Mesa, AZ 85209

480-354-1040
Fax 480-354-1041
Toll Free 877-945-1040


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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