Today’s tax laws are complicated! Why pay the government more than you have to? If you prepare only one tax return a year – your own – it is too easy to overlook all the deductions and credits you are entitled to. Even using computer software is no substitute for the assistance of a seasoned tax preparer.

At CD Tax and Financial our enrolled agents stay updated with new and/or potential changes in the tax code on a daily basis. By being up to date we can provide our clients with knowledgeable, personalized service that cannot be imitated. While our focus is tax preparation and planning, we offer a range of tax and financial services that we will tailor to your specific needs.

What Can We Help You With?

Our Range of Services

Tax Preparation & Planning

Tax Preparation & Planning

Minimize future tax liabilities by proactively managing your personal and business tax issues

Payroll Services

Payroll Services

Keep your payroll operating efficiently and up to date with all the latest rules and regulations.

Bookkeeping

Bookkeeping

Ensure the smooth operation of the financial side of your business as your company grows & evolves.

Estate & Trust Tax Preparation

Estate & Trust Tax Preparation

By taking proactive steps today, you can ease the way for your heirs during a very difficult time.

Sales Tax

Sales Tax Services

Let us help you understand and manage your sales tax obligations in an efficient and timely manner.

IRS Representation

IRS Representation

An IRS audit is an intimidating & complex process; ensure that you are properly represented.

23

YEARS IN BUSINESS

21505

INDIVIDUAL TAX RETURNS FILED

1104

BUSINESS TAX RETURNS FILED

1135465

AUDIT SAVINGS

Ready to Get Started?

What are Enrolled Agents (EAs)?

Enrolled Agent

ENROLLED AGENTS ARE…

An enrolled agent has earned the privilege of representing taxpayers before the IRS by either passing a comprehensive IRS test, or through experience as a former IRS employee.

FEDERALLY LICENSED

EAs are federally-licensed tax practitioners who must adhere to ethical standards & complete continuing education courses. This elite status is the highest credential awarded by the IRS.

UNRESTRICTED

Enrolled agents are generally unrestricted as to who they can represent, what tax matters they can handle, and which IRS offices they can represent clients before.

TAX SPECIALISTS

Unlike attorneys & CPAs, who are state-licensed and who may or may not choose to specialize in taxes, enrolled agents specialize in taxation.

A Few Kind Words

Frequently Asked Questions

Where's my Refund?

What are the 2018 Arizona Tax Credits?

How long should I keep my taxes?

Read more here

Where can I find new client forms?

All our new client forms can be downloaded here

Tax Day (April 15, 2020) Will Soon Be Here

2020/04/15 17:00:00

Contact Us Today

If you would like to schedule an appointment to talk about your personal tax or financial situation, please call 480-354-1040 or contact us online.