About​
CDL&P Financial Services, LLC offers a complete bookkeeping, tax and consulting service to individuals and small businesses.
Chris has over 20 years of experience spread across many areas of accounting, tax, and consulting. He has a Bachelor of Science in Accounting, a Master of Science in Tax, and has completed financial planning capstone coursework.  He has experience in bookkeeping, accounting, financial statement audits, domestic and international tax returns, tax credits, software implementations and training, forecasting, budgeting, planning, and much more. He has worked on clients across the spectrum of industries and ranging in size from 6 figure annual revenues to Fortune 50 companies. Although he has worked for Big 4 Accounting firms and Fortune 50 corporations, he prefers working with small businesses and individuals where his education and experience can make a real difference in his clients lives. Chris excels at “cutting to the chase” and being able to assess issues and provide remedies.
Potap is not involved with the day-to-day business but his contributions are important nonetheless. His responsibilities include grounds security, reception, new client acceptance, and necessary break reminders.


Chris partners with other experienced credentialed professionals to leverage their industry and specialization expertise. These trusted advisors can provide contract support during tax busy seasons as well as specialized consulting and guidance in various areas of expertise including REITs, Oil and Gas, and expat taxation.