C & D Tax & Accounting

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CD Tax & Financial, LLC is a family owned and operated business. We have been in business in East Mesa, Arizona for over 15 years. Our focus has been to develop long-term relationships with both our individual and business clients. We believe in the value of relationships and recognize that the success and satisfaction of our clients is the key to our own success Our continuous investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business network is indicative of our commitment to excellence.

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, our professionals can provide comprehensive bookkeeping and write-up services to 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.

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.

She has a Bachelor’s Degree in Accounting from the University of Arkansas at Little Rock. She is a Certified Financial Planner® and an Enrolled Agent, and also has earned the following accreditations: Accredited Tax Preparer®, Accredited Business Accountant®, Accredited Tax Advisor® and Elder Care Specialist®. She is securities licensed, including insurance licensing. She has worked in the Accounting field for over 25 years, and began specializing in Taxation 15 years ago. She has been investment and insurance licensed for 20 years.

As a former small business owner I have a personal appreciation for the challenges and rewards experienced by our small business clients. I take the commitment to providing the best possible service to both our tax and accounting clients to heart.

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