Services for Indiduals
Personal Financial Planning

CD Accounting & Tax Solutions, LLC was established to provide sound financial advice. A good financial plan along with sound financial advice can help manage risk, improve performance, and ensure the growth and longevity of your wealth. We evaluate each client’s unique position to minimize your tax consequences.

Our professionals continuously monitor tax legislation, regulations, and court rulings to stay ahead of all of the planning opportunities on the federal, state and local levels to project future tax effects of your business decisions and allow our clients to minimize current and future tax liabilities.

Estate Planning

At CD Accounting & Tax Solutions, LLC we understand that every estate planning situation is different and it involves more than just complex tax rules and regulations.

Our firm can help you clarify your estate planning goals, evaluate and recommend estate planning options to reduce estate tax exposure, reduce unnecessary expenses with probate, organize and liquidate of estate to cover taxes and expenses among other advisory services.

You can count on CD Accounting & Tax Solutions

To provide you with sound financial advice that will allow your
Estate to minimize current liabilities and maximize your goals.

To learn more, please contact us today