CD Tax & Financial Employee Directory

Established in 1996, CD Tax & Financial is a family owned business located in East Mesa, AZ. It was originally established to serve Maricopa and Pinal counties but today serves people all over the United States. We pride ourselves in giving excellent service to all our clients and make their lives less taxing! We are your trusted partner in success... . Our firm is large enough to offer a full range of professional services at a fair price but small enough to give you the individual attention that you deserve. We do not just fill out forms; we offer advice and planning to help clients pay the least possible tax legally permissible. Enrolled agents (EAs) are America's tax experts. They are federally-licensed tax practitioners who both specialize in tax preparation and have unlimited rights to represent taxpayers before the Internal Revenue Service. If you get a letter from the IRS, or worse, are audited or are the target of a collection action, your EA can speak directly to the IRS on your behalf. The enrolled agent license is the highest credential the IRS issues. To become an EA, a tax professional must either pass a stringent and comprehensive three-part examination covering individual tax returns, business tax returns, and representation, practice, and procedure or have relevant experience as a former IRS employee. All candidates are subjected to a rigorous background check conducted by the IRS. To keep their licenses, EAs must complete annual continuing education reported to the IRS, which keeps them on top of the most current tax laws. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation. That's why they're the tax professional of choice! If you have unfiled tax returns, are facing an audit/examination, need help navigating the collection process, determining tax debt settlement options, or penalty abatement's she would be the professional you are looking for! We look forward to meeting you as you plan for long-term success! Meet Our Staff: ...Read More