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Empowering Your Financial Success, One Client at a Time.

About Our Firm

CD Tax & Bookkeeping Service has been providing personalized financial guidance to individuals and businesses in the Campbell, California, area since 1991. Our team of experienced professionals has extensive expertise in accounting, tax planning, and bookkeeping, offering a comprehensive range of services tailored to each client's unique needs.

Our Mission

Our mission is to empower our clients to achieve financial success through open communication, thorough research, and personalized solutions. We strive to:

  • Maximize tax efficiency through strategic planning and compliance
  • Streamline financial workflows through accurate bookkeeping
  • Provide insightful financial guidance for achieving future goals
  • Offer proactive support and personalized attention to every client

Our Services

CD Tax & Bookkeeping Service offers an extensive array of services to individuals and businesses across various industries, including:

Tax Management Services

  • Tax planning and preparation
  • IRS representation
  • Tax strategy consulting

Bookkeeping/Write-up

  • General ledger and financial statement preparation
  • Bookkeeping system setup and support
  • Payroll processing
  • Personal and corporate financial statements

Accounting Services

  • Individual, partnership, LLC, and corporation tax planning and filing
  • Fiduciary returns
  • Out-of-state and multi-state taxation assistance

Additional Services

  • Sales tax preparation and audit representation
  • Workers' compensation reporting
  • Financial planning and analysis

Why Choose CD Tax & Bookkeeping Service?

  • Personalized Attention: We take the time to understand your unique needs and goals.
  • Expert Advice: Our experienced professionals stay updated with the latest tax laws and financial planning strategies.
  • Client-Focused Approach: We prioritize clear communication, transparency, and efficient service delivery.
  • Dedicated Support: We are committed to building strong relationships with our clients and providing ongoing guidance and support.
Reviews
Positive: Chris is an expert in tax preparation, providing excellent guidance, and excellent client service.
Negative: The office lacks accessibility for people with disabilities, failing to provide empathetic assistance to a client who needed it.

Overall Experience

The reviews of Chris's tax preparation services are predominantly positive, with a majority rating him 5 stars. The feedback highlights his expertise, professionalism, and excellent client service. Several reviewers have been using his services for years and have referred him to others.

Expertise and Professionalism

Chris's expertise and professionalism are consistently praised by his clients. Many reviewers appreciate his in-depth knowledge of tax preparation and his ability to provide customized guidance. His attention to detail and responsiveness to clients' needs are also notable strengths.

Accessibility

However, one reviewer experienced difficulty accessing the office due to the lack of an elevator and a staircase that is not wheelchair accessible. The office failed to provide empathetic assistance to the reviewer's sister, who uses a wheelchair, and ultimately led to the reviewer seeking alternative tax preparation services.

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