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Products & Services

Tax Preparation
Here at the CDS Group we can prepare and electronically file both your federal and state income tax returns at a very competitive price. We have been providing accurate and friendly tax preparation services to thousands of individuals for more than 20 years and make efforts to tailor the process to each client’s personal needs and schedule. We take evening appointments, offer drop-off services, and accept walk-ins as well. We have a wide range of experience and specialize in individual, small business, and domestic partnerships.  Please call to set your appointment today.

Accounting Services
To establish and maintain a successful business one of your most important tools is a sound and accurate accounting system. Accurate financial records will help you understand what steps need to be taken to keep your operation viable and growing. We offer personalized bookkeeping and accounting services that can be tailored to each client’s needs. Whether you need full-service accounting for a small to medium sized business, you are just looking for simple advice, or require assistance maintaining and reconciling accounts and paying taxes on time, we will work to create a plan that works for you and your business. All clients who maintain an on-going relationship with us by using our accounting services also receive a 20% discount on tax preparation services.

Payroll Processing
Maintaining an accurate payroll system can be rather laborious for a busy business owner. The vast number of regulations, tax filing deadlines, and record keeping requirements that employers are required to follow can be very overwhelming. We can cut the time you spend processing your own payroll and manage the entire system for a low monthly subscription fee. If you find yourself unable to keep up with the demands of processing your business’ payroll please give us a call. We can alleviate that stress, which will let you focus on doing what you do best, with the peace of mind that your staff is taken care of. We also extend a 20% discount to the employees of our payroll subscribers, which can be used towards their annual tax preparations.

Financial Planning
Like most people, you have hopes, dreams, and life goals for yourself and your family. These might include buying a home or business, saving for your children’s education, taking a dream vacation, reducing your tax liabilities and ultimately retiring comfortably. Financial planning is the process of wisely managing your finances so that you can achieve these goals, and hopefully all of the dreams.  CDS Group Financial Services LLC strives to offer its clientele guidance toward the brightest financial future possible. We can help you identify the challenges you face and develop a strategy that helps you achieve your financial goals. We place value on long-term business relationships; we believe in trust, understanding, compassion and patience, because we know that the importance of your future is paramount.

If you are in the market for a new insurance plan, or are just looking for a professional evaluation of your current coverages to see if there is room for improvement, we have the resources to help you evaluate your insurance needs. From auto and home insurance, to life & health, to long and short-term disability – we have the background to evaluate your existing policies, or assess shortages in your current coverages.