Client Resources

Our goal at CD Tax & Financial is help our clients access all tax forms, tax rates, and tools they need. Below you will find a list of resource categories containing links and information relevant to that category. Just click on the category to expand the information. If you have any questions, or can’t find what you need, please don’t hesitate to contact us online or call 480-354-1040.

IRS Tax Forms:

State Tax Forms

Arizona Tax Forms

Other States Tax Forms


The IRS uses Adobe Acrobat PDF files as a means to distribute publications and other information. PDF files are provided for all IRS published products. To download and print a PDF file, you will need to have the Adobe Acrobat Reader software installed. You can download the latest version of Adobe Acrobat Reader FREE from the Adobe Reader download page on Adobe’s Web site.

To download our Estate Planning Guide, please provide you name and email address.  Thank you!

Download Tax Checklist

Current clients – please contact us to a request for your tax organizer and checklist.