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About Us
At C.D.T. Financial Services, we are a family-driven company committed to excellence, empowerment, and innovation. Using the industry's leading tax software, we deliver unmatched tax services, designed for both our clients and team members to succeed. Backed by training from one of Forbes' top billionaires in the tax world, we are equipped with unparalleled expertise and mentorship to guide our team. Our mission is to help our employees become future entrepreneurs, creating their own businesses and achieving financial independence. Our goal is for everyone to win, as we establish C.D.T. Financial Services as the best tax service company in the United States.
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WHAT OUR CLIENTS ARE SAYING
CDT FINANCIAL SERVICES
OUR OFFERED SERVICES
Professional tax preparation and planning services tailored to your needs.
Tax Preparation Servicing all 50 States
Tax Consultation
Remote and In-Person Filing
Free Tax Estimates
Business and LLC taxes
W-2, Employed
Self Employed Taxes
Loan Approval
Meet The Team
Shannon Tanner
Valeria Tanner
Charles Tanner
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Tenisha Tanner
Iesha Gorham
Murrielle Jean Simon
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Tasha Wilson
Tiffany Woods
Tyrandia Richardson
FAQs
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How soon can I file my 2024 taxes?As of January 2, 2025, the IRS has not yet announced the official start date for the 2025 tax filing season. Historically, the IRS begins accepting tax returns in late January. For example, in 2024, the tax season started on January 29. INTERNAL REVENUE SERVICE You can begin preparing your tax return as soon as you have all the necessary documents, such as W-2s and 1099s, which employers and financial institutions typically send by the end of January. Many tax preparation services allow you to complete your return early and submit it to the IRS once the filing season opens. NERDWALLET Once the IRS accepts your return, refunds are generally issued within 21 days. Opting for electronic filing and choosing direct deposit can expedite this process. However, certain factors, such as claiming specific tax credits or errors in your return, may cause delays. CBS NEWS To stay informed about the exact start date for the 2025 tax season and any potential changes, it's advisable to monitor official IRS announcements. This will help you file your 2024 taxes promptly and receive your refund as quickly as possible.
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Do you all offer tax advance loans?We absolutely do! Our banking partners offer loans for qualified filers.
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What are your fees?Our services and fees vary in complexity of forms and services offered. They are on a case by case basis. We offer free tax estimates. We also offer services for client consultations to ensure tax compliance for future tax years.
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Expecting a refund?The IRS issues most refunds in less than 21 days. You can check the status of your refund: E-filed return: within 24 hours after the IRS receives it, per their website. Paper return: 4 weeks after you mailed it.
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Do you offer specialty tax services for real estate investors?Yes, we provide advanced tax strategies like Cost Segregation, 179D energy deductions, and 45L credits, helping real estate investors unlock significant tax savings and boost cash flow.
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Why are R&D Tax Credits often overlooked?Many businesses assume they don't qualify, but the credit applies to a wide range of industries and activities. We specialize in uncovering these hidden opportunities.
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