About CD Tax & Financial

Established in 1996, CD Tax & Financial is a family owned accounting business located in East Mesa, AZ. We were originally established to serve clients in Maricopa and Pinal counties but today we have clients all over the United States. We pride ourselves in providing excellent service to all our clients, making their lives less taxing! Allow us to be your trusted partner in success.

Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention you deserve. We do not just fill out forms; we offer advice and planning to help clients pay the least possible tax legally permissible.

Meet Our Team

Erica R Palmisano, EA

Owner

Enrolled Agent | Fellow of the National Tax Practice Institute | QuickBooks ProAdvisor | IRS Representation | Audit & Collections

At a very young age Erica was transplanted to East Mesa, Arizona. A Red Mountain alumna – Go Mountain Lions! – Erica received her Associate degree in General Studies at the University of Phoenix.  In 2015 Erica took over the day to day running of the firm from her mother and continues her mom’s legacy of helping individuals and businesses with a host of tax preparation, accounting & payroll services, and representation.

Erica, her husband AJ, and their children love to spend time hanging out with family and friends.

Erica is extremely knowledgeable when it comes to clients’ accounting and tax situations. In 2011 Erica passed a stringent, comprehensive three-part examination covering individual tax returns, business tax returns, representation, and practice and procedure to obtain an Enrolled Agent license.  The enrolled agent license is the highest credential the IRS issues. After completing a 3-year study she became a fellow of the prestigious National Tax Practice Institute (NTPI) demonstrating a higher level of knowledge and a commitment to excellence in the field. She serves on the board of Central Arizona Chapter of Enrolled Agents as a member at large.

Memberships:  National Association of Enrolled Agents (NAEA)National Association of Tax Professionals (NATP), Business Women of the East Valley

Erica R Palmisano

Jennifer Swei

Owner 

Individual & Business Tax | Accounting | Payroll

Jennifer joined CD Tax & Financial in 2017. Prior to joining CD Tax Jennifer was a General Manager for McDonalds for 20 years. She received her Associates Degree in Business from Central Arizona Community College in May of 2016. She is currently finishing her bachelor’s degree in Accounting from WGU and plans to complete it in June of 2019. After completing her bachelor’s degree, she plans on testing to become an Enrolled Agent. Currently she works on both tax preparation and accounting for small business. She can answer your questions about tax concerns and assist in your accounting needs.

Jennifer and her husband, John have lived in San Tan Valley for 17 years. She has two daughters Kimberly and Alexa. She enjoys spending time with her family both here in the valley and in Flagstaff. She also enjoys playing tennis with her daughters and barbequing with friends and family.

Jennifer Swei

Deb Brundage

Wealth Preservation Specialist

Deb has been in the financial services industry for the last 17 years.  Her in-depth knowledge and experience includes wealth preservation consultant, retirement specialist, estate and legacy planning, and certified identity theft risk management specialist.  Dedicated to her clients, she is very proud knowing not one of her clients has ever lost a penny to market downturns.

Deb grew up in Iowa and has been an Arizona resident for over 33 years. She and her husband of 42 years have three children and three grandchildren. Deb is a well-respected professional in the community; her faith and family are very important to her.

Deborah Brundage

Tina Cropper

Multitasking Ninja

Tina joined the CD Tax & Financial team in 2013.  Prior to that, she worked for a tax office in Oregon for 16 years as an office assistant, making her an expert in the day to day operation of the front office production. Tina has experience, drive and passion, and is committed to making sure you are more than satisfied with the tax services you are requesting.

Tina’s family relocated to sunny Arizona in 2013. She spends her spare time with her beautiful family going four wheeling, camping, riding, or just hanging out at home by their pool.

Contact Us

If you would like to schedule an appointment with one of the team, reach out! Call 480-354-1040 now or contact us online.