Our Tax Preparation & Financial Services

The team at CD Tax & Financial will always focus on your individual needs, and treat you like a customer who matters. We may deal with numbers, but we will never treat you like one. Our clients are people…not line items on a spreadsheet.

CD Tax & Financial is large enough to offer a full range of professional tax preparation and financial services detailed below, but small enough to give you the individual attention you deserve. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs. Contact us to schedule an appointment to learn more about our services outlined below.

Tax Preparation & Accounting Services

Tax Preparation & Planning Mesa AZ

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. Our professionals can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having our professionals on your team, you are more likely to benefit from those opportunities. Our professionals understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Bookeeping Services Mesa AZ

Bookkeeping

If your business does not currently have accounting staff, or you are outgrowing your current bookkeeping system, our professionals can provide comprehensive bookkeeping and write-up services. Let us ensure the smooth operation of the financial side of your business. As your business needs grow and change, our staff can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Estate Planning Services

Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. Our professionals can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. Our tax professionals are available to handle all estate and trust tax-related matters.

IRS Tax Audit

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, our staff can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Payroll Services

Payroll Services

Constantly changing federal, state and local laws, and tax regulations make payroll management an ongoing challenge for business owners. Our payroll professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees, while also keeping payroll running smoothly no matter how large your business and your staff count become.

Sales Tax Services

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. Our tax professionals can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Notary Public

Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. Several members of our staff are notaries public and are available when you need their services.

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.