CD Financial LLCA Tale of Two Families: The Smiths vs. The Joneses — An Analogy of Food and Tax PlanningWhen it comes to planning for retirement, it’s easy to get overwhelmed by all the options and choices available. But what if we told you…Sep 25
Safeguard Financial ServicesHow Tax Planning Services Can Help You Save on TaxesTax season can often feel overwhelming with its paperwork and confusion about your potential liabilities. However, there’s a way to reduce…2d ago
Shafiur RahmanMaximizing Your Business Potential: Key Strategies for Effective Tax Planning and ConsultingVery few of us enjoy paying taxes, but doing so is our responsibility as Americans. However, that doesn’t mean that you shouldn’t do…Jul 21, 2023Jul 21, 2023
Jackie Meyer,CPA,Dr cand7 Tax Planning Software Features (Does your solution have these?)A tax plan requires a bit more care and thought than simply filing a client’s return. It involves taking a deeper look at their tax nexus…Dec 16, 2022Dec 16, 2022
Shane EnriguezTaxes 101: Everything You Need To Know Before Filing Taxes For Your Small BusinessIt’s no secret that the small business industry is one of the most profitable in the US. However, it’s not without its challenges…May 3, 2021May 3, 2021
CD Financial LLCA Tale of Two Families: The Smiths vs. The Joneses — An Analogy of Food and Tax PlanningWhen it comes to planning for retirement, it’s easy to get overwhelmed by all the options and choices available. But what if we told you…Sep 25
Safeguard Financial ServicesHow Tax Planning Services Can Help You Save on TaxesTax season can often feel overwhelming with its paperwork and confusion about your potential liabilities. However, there’s a way to reduce…2d ago
Shafiur RahmanMaximizing Your Business Potential: Key Strategies for Effective Tax Planning and ConsultingVery few of us enjoy paying taxes, but doing so is our responsibility as Americans. However, that doesn’t mean that you shouldn’t do…Jul 21, 2023
Jackie Meyer,CPA,Dr cand7 Tax Planning Software Features (Does your solution have these?)A tax plan requires a bit more care and thought than simply filing a client’s return. It involves taking a deeper look at their tax nexus…Dec 16, 2022
Shane EnriguezTaxes 101: Everything You Need To Know Before Filing Taxes For Your Small BusinessIt’s no secret that the small business industry is one of the most profitable in the US. However, it’s not without its challenges…May 3, 2021
