CD Tax & Financial's cover image
Claim this profile

This profile has not been claimed by the business owner or representative.

Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!

CD Tax & Financial

4.7

About this business

This business provides tax and financial services. 

Location details

8257 E Guadalupe Rd #115, Ste 115, Mesa, AZ, 85212, United States

Get directions
WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 12:00 p.m.
SatClosed
SunClosed
4.762 reviews
Select a rating
Linda W.'s profile image
Linda W. 
3 years ago

CD Financial has done our taxes for several years, and we had not had a problem until this year. I received a letter from the IRS stating that we owed $4000 for the 2018 tax year. I knew what the issue was and thought it had been resolved between the owner of CD Financial and my financial advisor back in the spring of 2019. I contacted CD Financial on Oct. 16, 2020 about the letter and was told the owner would get back to me. She did not. Today is April 24, 2021. After 23 calls, two office visits, two visits to the home offi... read more

Cheryl Wilson's profile image
Cheryl Wilson 
recommend  Recommended
5 years ago

I wouldn't trust anywhere else to handle my tax needs and now my personal accounting needs! The ladies at CD Tax really go above and beyond to help myself and my husband now that we need a little bit of extra help! 

Paylocity Payroll's profile image
Paylocity Payroll 
recommend  Recommended
5 years ago

Amazing people to work with. Very professional & friendly. 

Cassandra Fair Hayes's profile image
Cassandra Fair Hayes 
recommend  Recommended
5 years ago

I love them! They are so knowledgeable in tax and financial! As a small business owner I am so happy to have found them! They care!!! They are helpful! They are AMAZING!!!! Jennifer And Erica are the best! 

Seth Togal's profile image
Seth Togal 
5 years ago

We've known Erica for 7 years and has been our CPA from the start. Even with our move to MN she continues to work for us to ensure we stay as much in the clear from the IRS as possible. She has spent countless hours on the phone with them advocating on our behalf when the IRS messed up and she won. She is extremely knowledgeable, tenacious and a straight shooter. When my wife and I moved out of state we tried to use a local CPA service... let me repeat... we TRIED to use a local service and was thoroughly disappointed becaus... read more

Matt Nichols's profile image
Matt Nichols 
recommend  Recommended
5 years ago

Second year going to them. Will never use anyone else! 

Sue Finn's profile image
Sue Finn 
recommend  Recommended
5 years ago

Erica & her staff are VERY knowledgeable! They genuinely care about and work for their clients. Stress-free taxi filing! HIGHLY RECOMMEND C&D Tax & Financial! 

Anthony Peters's profile image
Anthony Peters 
recommend  Recommended
5 years ago

Best service in town. Staff is always friendly and welcoming. 

Paula Mihalko's profile image
Paula Mihalko 
recommend  Recommended
5 years ago

What a great office! In the last 2 years I've had - out of state rental income, moving from Ohio to AZ to NV back to AZ, selling a house in Ohio, buying a house in AZ, multiple jobs, side hustles, and they took it all in stride. Jennifer is wonderful and patient, and when there was one small issue on a return (a box should have been checked but we couldn't figure out how to get it checked) Erica stepped in and figured it out. I've recommended them to many people in Gilbert - you should give them a chance! 

Frequently asked questions about CD Tax & Financial

How is CD Tax & Financial rated?

CD Tax & Financial has a 4.7 star rating with 62 reviews. 

When is CD Tax & Financial open?

CD Tax & Financial is closed now. It will open tomorrow at 8:00 a.m. 

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com