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Find a Location

CD Tax & Financial has 1 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    Business ProfileforCD Tax & Financial

    Tax Negotiators

    Current Alerts For This Business

    Licensing:
    On 01/27/2021 BBB confirmed that CD Tax & Financial had not obtained a necessary license from Arizona Department of Insurance. BBB encourages you to contact the following agency or agencies to confirm this information: - http://www.azinsurance.gov - (602) 364-2499

    At-a-glance

    Customer Reviews

    This business has 0 reviews

    Customer Complaints

    1 complaints closed in last 3 years

    0 complaints closed in last 12 months

    Customer Reviews are not used in the calculation of BBB Rating

    Reasons for BBB Rating

    Overview

    This business offers tax and financial services.

    Business Details

    Location of This Business
    8257 E Guadalupe Rd Ste 115, Mesa, AZ 85212-9636
    BBB File Opened:
    7/28/1998
    Years in Business:
    8
    Business Started:
    10/6/2015
    Business Incorporated:
    10/6/2015
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Business Name
    • Tax Girl Enterprises LLC
    Hours of Operation

    Primary

    M:
    9:00 AM - 5:00 AM
    T:
    9:00 AM - 5:00 AM
    W:
    9:00 AM - 5:00 AM
    Th:
    9:00 AM - 5:00 AM
    F:
    Closed
    Sa:
    Closed
    Su:
    Closed
    Business Management
    • Ms. Erica Palmisano, Owner
    • Mrs. Jennifer Swei, Junior Partner
    Contact Information

    Customer Contact

    • Ms. Erica Palmisano, Owner
    Additional Contact Information

    Fax Numbers

    • (480) 354-1041
      Primary Fax

    Email Addresses

    Website Addresses

    Customer Complaints

    1 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

    File a Complaint

    Most Recent Customer Complaint

    10/22/2021

    Complaint Type:
    Order Issues
    Status:
    Unanswered
    I obtained cd tax @ financial in *******, ** for tax year 2017. The agent was ***********************. She subsequently quit & I moved to *******, ** with ***************************** doing my taxes for a trust account that I am a Trustee for. After numerous requests for a zoom meeting in March (which she cancelled), I have almost weekly requested updates, callbacks etc. these are documented in emails to **************** ******************* ********************** Another managing partner has left the business after it moved from ************************************** to their home office due to Covid. *************************, managing partner, sent me a **** for ** 2019. I cannot find any info on her to contact her. Friday, Oct 15th, 2021 was the tax filing date for an extension of the 2020 tax year. My calls on Thursday Oct 14th went unanswered & other calls the previous week leading up to the filing deadline. Concerning me most is that 2 emails to hello@ cdtax.com were Undeliverable in my inbox on Friday. The number that I have for ***************************** is **************************** Any help would be appreciated.

    Customer Reviews

    0 Customer Reviews

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    How BBB Processes Complaints and Reviews

    Start a Review

    Local BBB

    Better Business Bureau Serving the Pacific Southwest

    BBB Reports On

    BBB reports on known marketplace practices.

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