What We Do
CDL&P Financial Services offers a complete bookkeeping and tax service to self employed individuals and small businesses. We have been providing these services for 20 years and understand our clients' needs and deliever a personal service catering to the specific needs of your business.

Beyond the basics we provide goal based financial planning and business consulting. We are also authorized to represent clients before the Internal Revenue Service if your requirements exceed basic tax compliance services.
Our Services

  1. Just starting?
    Beginning a new business can be a daunting task, we want to help you make informed decisions from the start so you have one less thing to worry about. We can help you understand the tax and accounting differences between various entity types to help you get started on the right foot.
  2. Bookkeeping and Payroll
    We help you decide what approach works best for you. We provide full service bookkeeping and payroll services or can help you implement as system and train you to run the system yourselves. We maintain certifications with some of the top bookkeeping and related solutions providers so we can stay on top of advancements and provide you the best recommendation for your business.
  3. Tax Compliance
    We are experienced with income, sales and use, and property tax preparation to make sure you file accurate returns in a timely manner. When you choose us to assist you with your tax compliance, we will review prior year returns to see if anything was missed that could result in more money in your pocket.
  1. Tax Controversy
    Have you received a tax notice to which you don’t know how to respond? Is there a large assessment which you don’t have the means to pay? We are authorized to represent clients before the Internal Revenue Service and many other tax jurisdiction, so we can help you tackle these issues. Depending on the issue and your situation, we will walk you through your options and can help you work with the taxing jurisdiction. But call today, taxing authorities deadlines must met!
  2. Business Consulting
    Do you have questions or concerns about the direction your business? Considering growth or cutting back? Looking to better mitigate risk? We can help you analyze your situation or goals and assess the issue. We have many years of experience in analyzing procedures, processes, and risks. We have access to tools to help you benchmark your business against others in your field and analyze your own business operations.
  3. Financial Planning
    Financial goals are not met without planning and execution. We take a goal based approach to financial planning which begins with getting to know you, your goals, your risk tolerance and much more. From there we work with you to develop a plan to help you meet your goals and help protect you from unforeseen hazards. Financial planning is a constantly moving target, we follow up to track progress, discuss potential or experienced hazards, and make adjustments to help you be successful in meeting your goals.