CD Tax & Bookkeeping Services
Our Strength. Your Numbers.
5.0
CD Tax & Bookkeeping is a Campbell, CA accounting firm providing tax preparation, bookkeeping, and financial planning services to individuals and small businesses in the Bay Area.
About
CD Tax & Bookkeeping is licensed in CA and specializes in Accounting. The firm is professional, experienced, and affordable, offering a broad range of services for business owners, executives, and independent professionals.
Services include personal financial planning, retirement planning, estate planning, elder care, wealth management, small business accounting, bookkeeping, individual and business tax preparation, tax planning, estate and trust tax services, tax relief including IRS audit representation, and QuickBooks services. The firm serves multiple industries including construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate.
Services
Personal Financial Planning
One-on-one guidance providing a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of wealth.
Retirement Planning
Professional retirement planning to help ensure adequate savings for a comfortable retirement, including evaluation of financial situation and Social Security optimization.
Estate Planning
Assistance with estate planning to help navigate the hassles and red tape associated with planning for the future.
Elder Care
Elder care services providing caring, honest and knowledgeable professional support for loved ones' best interests.
Wealth Management
High-level professional service providing an integrated approach to growing and preserving income and assets, determining wealth distribution.
Small Business Accounting
Comprehensive accounting services for small to mid-sized businesses, handling financials so business owners can focus on operations.
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