C&D's primary function revolves around the tax return. All of the services that we offer will eventually end up on the tax return. We prepare personal income tax returns, corporate tax returns, partnership tax returns, fiduciary tax returns and estate tax returns. We perform accounting functions for small businesses, which include payroll taxes and sales taxes. We work with small business owners to help with budgeting, employee issues, entity issues, insurance issues, licensed contractor issues, and other issues relevant to small business-people.Cheryl Wilson in our office is a Securities and Insurance licensed, and can assist you in understanding your retirement savings plan and your other investments. These issues will ultimately affect your income tax return.Cheryl Wilson, EA, CFP is licensed to sell securities, mutual funds, annuities, life insurance and long term care in the following states: AZ, CA, ID, IL, KS, NM, and WI.Securities Offered through J. W. Cole Financial Inc - Member FINRA/SIPC.Advisory services offered through Jonathan Roberts Advisory Group Inc.