CD Tax & Financial -

CD Tax & Financial is a professional financial services provider located at 1600 W University Dr #101, Tempe, AZ 85281 and can be reached by phone at Phone: 4803541040. The company's website is CDTaxService.com and they specialize in a variety of financial services including tax preparation, accounting, bookkeeping, financial advisory, payroll, and service establishment.

When it comes to the characteristics of CD Tax & Financial, they are known for their attention to detail and commitment to helping their clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized service and taking the time to understand each client's unique financial situation.

One important aspect of CD Tax & Financial is the location of their office. Situated in the heart of Tempe, Arizona, the company is easily accessible for clients in the surrounding area. However, it's worth noting that appointments are recommended for those looking to visit the office.

In terms of the services offered by CD Tax & Financial, they have a wide range of expertise. Their tax preparation service is designed to help clients navigate the complexities of the tax code and maximize their refunds. As accountants, they provide accurate financial record-keeping and reporting services. Their bookkeeping service ensures that financial records are organized and up-to-date, making it easier for clients to manage their finances.

For those looking to establish a new business, CD Tax & Financial offers service establishment, helping clients with the necessary paperwork and legal requirements. As financial advisors, they offer personalized investment strategies and financial planning services. And their payroll service takes the hassle out of managing employee payments and taxes.

When it comes to reviews from previous clients, CD Tax & Financial has received mixed feedback. While some clients have praised the company's expertise and professionalism, others have criticized their communication and responsiveness. Overall, the company has a 2.8/5 rating on Google My Business based on 6 reviews.

Reviews of CD Tax & Financial

Jenny Edwards

1/5

DO NOT USE THIS COMPANY!!!! I wish I could give negative stars. Just do yourself a favor and save yourself the headache of all the money she will cost you. All she does is lie and doesn’t do anything with your taxes even though she will assure you over and over that she is.

Joe Bauschelt

1/5

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

Tasha Ireland

5/5

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!

Sara Frisby

5/5

Erica has done our taxes for several years. The first year I came to her to get a second opinion because we owed a lot of money. She was able to help us save from the other CPA who admitted that he did not know about what she had found to save money.

Charity North

1/5

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!

Leslie Fox

4/5

I have gone to see the text and financial for the last 3 years I have helped me file my taxes while saving me hundreds of dollars.