We're a tax and accounting firm that serves small and mid-sized businesses with tax resolution, tax preparation and planning, accounting, controller, bookkeeping, payroll, and QuickBooks services. If you're ready to get caught up on your unpaid taxes, we can help you relieve that huge psychological burden so you feel lighter and free from all that stress. Let us take your tax deadline headaches away and manage all of that for you so you can get back to running your business. We actually like doing taxes so you don't have to.
Services
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!
It's a fact: Working with an accountant dramatically increases the odds of success for your business. And with 50% of businesses failing in their first five years (Source: SBA), it just makes good business sense to find ways to increase your chances of success with your business. Every business is different when it comes to the type and level of accounting services needed.
We enjoy working with a wide variety of service businesses. Each type of service offers its own challenges and opportunities, and we love learning about your business while sharing our financial expertise to help you meet your business goals. We serve professional services firms such as architects, law firms, consultants, career coaches, recruiters, resume writers, technology services, training companies, meeting planners, speakers, veterinary clinics, and similar businesses.
Are you looking for tax preparation and planning services that will help you minimize your taxes and meet all those tax deadlines?. Do you want a proactive tax preparer that can help you find effective and safe ways to reduce your tax bill?. If you answered yes to any of these questions, then you're in the perfect place to find out about how we can help you with your tax return preparation, fast and easy filing, and tax planning to reduce your tax bill.We serve hundreds of taxpayers each year, and we can help you save time and money and reduce the stress that goes along with tax time.
Reviews (14)
Sv Desert Departed Joe
Aug 05, 2021
Danielle and Erica were horrible. I requested Quickbooks training and after three calls and email reminders, she finally hooked me up with Erica. We had one session which she made several promises and then nothing. I again call and emailed Danielle about the lack of follow up and she never bothered to respond. Very unprofessional and unresponsive. Just bad business. I strongly do not recommend them
Leslie Fox
May 06, 2021
Charity North
May 01, 2021
Critical: Professionalism, Responsiveness I have been trying to get a call back for 4 days. I've sent multiple emails and left multiple messages with the answering service never able to talk to anyone that can help me. Still waiting on my return that was supposed to be completed over a week ago. This is getting ridiculous!
Matt N.
Apr 08, 2021
Erica IS, and will be, the only person we trust our family's financials with! My wife and I have been clients of hers for years now, and through her guidance, we have turned tax day into something we look forward to, and no longer dread. She is friendly, understanding, knowledgeable, and prompt. I can not recommend her enough!
Frank S.
Mar 05, 2021
Sara Frisby
Feb 27, 2021
Tasha Ireland
Dec 17, 2020
I have been using CD Tax and financial for a few years now, everyone there is always super pleasant and helpful. Erica goes above an beyond to make sure I am getting my max refund! This year has been a super stressful year and a complete headache for not only tax payers but the people who prepare them and I have to say she did absolutely fantastic! She will always be the only accountant I trust!
Sadie Peacock
Oct 26, 2020
Bob H.
Feb 26, 2020
Nikki D.
Sep 27, 2018
Shyla C.
Feb 24, 2018
Sara S.
Feb 24, 2018
Katrina D.
Nov 29, 2016
Christine C.
Apr 25, 2016
I got audited in 2011 and fought w the IRS for 5 years on my own and got absolutely nowhere. Erica got involved and not only did she stop the harassing phone calls and letters she also stopped them from garnishing my wages. Best of all in less then a year she got everything figured out and got me all my money back. Now she is the ONLY person I trust to take care of my taxes! I have and will recommend her to anyone that will listen
