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Cheryl Wilson
President |
Hi, my name is Cheryl and I am the Owner and President of CD Tax & Financial Partners, Inc. I have a Bachelor's Degree in Accounting from the University of Arkansas at Little Rock. I am a Certified Financial Planner® and an Enrolled Agent, and also have earned the following accreditations: Accredited Tax Preparer®, Accredited Business Accountant®, Accredited Tax Advisor® and Elder Care Specialist®. I am securities licensed, including insurance licensing. I have worked in the Accounting field for 25 years, and began specializing in Taxation thirteen years ago. I have been investment and insurance licensed for eight years.
I am a member of the National Association of Enrolled Agents (NAEA), the National Society of Accountants (NSA), the National Association of Tax Professionals (NATP) and the Financial Planning Association (FPA).
I have been married for 31 years, have two grown children and three dogs.
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Nancy Melbourne
Accounting Manager |
My name is Nancy Melbourne, I am the Accounting Manager for C&D. I supervise the office work flow for our clients that utilize our bookkeeping services. I have over 17 years in the accounting field. Most of my experience was in a CPA Firm in Massachusetts, where I held a similar position, maintaining for business clientele, their bookkeeping, tax reporting and financial reports. I have also held a position with the YWCA of W. Mass. where I was responsible for the financial managing and reporting to the Board of Directors, of the payroll, human resources, budgets, audits, State, Federal & Grant billings, individual and consolidated Financial Statements for the 10 locations containing 34 programs.
My husband and I have recently relocated to Arizona for the warmer climate. We have been married for 34 years and have four children, three of which live in Arizona.
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Vanessa Lenz
Administrative Assistant |
My name is Vanessa Lenz and I recently joined C&D as Cheryl's Administrative Assistant. I have a background in credit, collections and customer service and I am originally from the California Bay Area. My husband Jeff and I moved to Mesa a little over 4 years ago and we love the outdoors, the great weather here in the valley and NASCAR. We enjoy taking our two sons, Dylan and David, camping in the Mountains, swimming at the nearby lakes and on day trips to explore more of Arizona.
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