Our Tax Preparation & Financial Services

The team at CD Tax & Financial Is able to provide individuals and businesses with the following services. Please  Contact Us to schedule an appointment to learn more about how we can focus on your numbers without making you just a number on our client list!

Tax Preparation & Accounting Services

Tax Preparation & Planning Mesa AZ

Tax Preparation & Planning

Bookeeping Services Mesa AZ

Bookkeeping

Estate Planning Services

Estate & Trust Tax Preparation

IRS Tax Audit

IRS Representation

Payroll Services

Payroll Services

Sales Tax Services

Sales Tax Services

Notary Public

Notary Public

Wealth Preservation Specialists

Financial Services

SavingsWhen it comes to preserving and protecting your retirement dollars, it helps to do it in the most tax advantageous way possible!

Our in-house Wealth Preservation Specialist – Deb Brundage – offers a variety of financial services to help you do just that!

Call 480-354-1040 or contact us online to schedule an appointment with Deb. There is no fee for the consultation, and she is happy to offer a second opinion on your current financial situation.

Retirement Planning

Education is very important when it comes to retirement planning. Deb takes the time to educate our clients about the 4% rule, and how to stay aggressive through retirement. Did you know that a 401K/IRA may not be the best option for your retirement funds?

Contact us to schedule an appointment with Deb to learn more.

LTC (Long Term Care)

Did you know that 43% of those who need LTC are younger than 65? Meet with Deb and she will explain how you can take an asset that is not in use and turn it into LTC with lifetime benefits. If you do not use the asset while you are living, it can go to your heirs tax free. Deb can also create joint LTC policies.

Contact us to schedule an appointment with Deb to learn more.

Estate Planning

Do you know the difference between a will and a living trust? Do you know when one makes more sense than the other?  Discover how to best protect your assets, your family’s future, and enjoy peace of mind that your financial legacy is secure for generations to come.

Contact us to schedule an appointment with Deb to learn more.

Life Insurance

Another way to protect the ones you love is to ensure you have adequate life insurance coverage. Deb will explain all the options available to you – term life insurance, permanent insurance, ROP (Return of Premium) insurance, or even a funeral trust – so you can make an informed decision.

Contact us to schedule an appointment with Deb to learn more.

Contact Us

Want to learn more about our services? Contact us online or call 480-354-1040 to schedule an appointment.