Tax Planning & Preparation

Tax laws and regulations change constantly and business owners and CFOs do not always have the time or expertise to keep up to date with new tax legislation. The experienced tax professional at CDA Group will provide sophisticated and timely tax advice to help you remain compliant and minimize your tax burden, all the while working hand in hand with the CDA Group team, maintaining your wealth management plan.

Services available, but are not limited to:

  • Preparation of quarterly tax projections and estimated tax payments
  • Tax return preparation for individuals, corporations, partnerships, trusts, and gift tax
  • Tax research
  • Taxing authority notice resolution and representation


Providing financial information to our clients in a timely and accurate manner is a commitment that we feel like cannot be compromised. Meaningful, well-organized financial records mean that your business operations, or even your personal household, will run more efficiently on a daily basis. Our tax professional offers a full range of accounting services as well, including:

  • Financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annually)
  • Bookkeeping analysis (Monthly/Quarterly/Annually)
  • Business entity consultation and selection
  • QuickBooks implementation and consulting
  • Access to your financial records from any computer, tablet, or hand-held device 24-7 and paperless receipt management
  • Comprehensive payroll service.
  • Accounts payable management