Family Office Services

At CD Accounting & Tax Solutions, we provide “Family Office Services” to assist our clients with all the personal financial needs while maintaining independence from professional advisers and consultants, which ensures that your current and future financial goals are being properly managed. Our practice offers customized services tailor to your needs.

Our firm offers a diverse range of services from household bill paying to complex financial structures, including:

  • Document Management
  • Bill Paying
  • Day to Day Cash Flow Management
  • Financial Reporting
  • Tax Planning, Compliance and Preparation

You can count on CD Accounting & Tax Solutions

For personalized services that will help you
and your family group stay on top of expenses, tax preparation,
property management and so much more.

To learn more, please contact us today