Established in 1996, CD Tax & Financial is a family owned business located in East Mesa, AZ. It was originally established to serve Maricopa and Pinal counties but today serves people all over the United States. We pride ourselves in giving excellent service to all our clients and make their lives less taxing! We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price but small enough to give you the individual attention that you deserve. We do not just fill out forms; we offer advice and planning to help clients pay the least possible tax legally permissible.
Enrolled agents (EAs) are America’s tax experts. They are federally-licensed tax practitioners who both specialize in tax preparation and have unlimited rights to represent taxpayers before the Internal Revenue Service. If you get a letter from the IRS, or worse, are audited or are the target of a collection action, your EA can speak directly to the IRS on your behalf. The enrolled agent license is the highest credential the IRS issues.
To become an EA, a tax professional must either pass a stringent and comprehensive three-part examination covering individual tax returns, business tax returns, and representation, practice, and procedure or have relevant experience as a former IRS employee. All candidates are subjected to a rigorous background check conducted by the IRS. To keep their licenses, EAs must complete annual continuing education reported to the IRS, which keeps them on top of the most current tax laws. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation. That’s why they’re the tax professional of choice! If you have unfiled tax returns, are facing an audit/examination, need help navigating the collection process, determining tax debt settlement options, or penalty abatement’s she would be the professional you are looking for! We look forward to meeting you as you plan for long-term success!
Meet Our Staff:
Erica R Palmisano, EA
Fellow of the National Tax Practice Institute
Certified QuickBooks ProAdvsior
Erica was transplanted at a very young age to East Mesa, Arizona. She is a Red Mountain Alumni – Go Mountain Lions! She received her Associates Degree in General Studies at the University of Phoenix. The torch has recently been passed onto Erica and she continues her mom’s footsteps helping individuals and businesses with a host of tax preparation, accounting & payroll services, and representation. She is very knowledgeable when it comes to clients accounting and tax situations.
Erica passed a stringent and comprehensive three-part examination covering individual tax returns, business tax returns, representation, and practice and procedure in 2011 to obtain an Enrolled Agent. The enrolled agent license is the highest credential the IRS issues. After completing a 3-year study she became a fellow of the prestigious National Tax Practice Institute (NTPI) demonstrating a higher level of knowledge and a commitment to excellence in the field. She serves on the board of Central Arizona Chapter of Enrolled Agents as a member at large.
Erica resides in East Mesa and enjoys being with her husband, AJ, and her daughters Sierra, Sophia, and Emily. When she is at home she enjoys watching her girls grow and learn. She volunteers with her daughter Sierra’s Girl Scout Troop, making sure that the girls sell lots and lots of cookies during tax season! She recently started with Damsel in Defense to help empower men and women with self defense items.
Tax Preparer/Bookkeeper – Durango, Colorado
Amber became a part of CD Tax & Financial in 1999 and has continued to work for CD Tax after moving to Colorado in 2010. Although in Colorado, she is still able to assist her Arizona clients as if she were in Arizona. Her long term dedication has made her a proficient administrator in every department. She will help you with your tax concerns and answer your questions, and guide you through the tax preparation process. In the accounting department she manages multiple styles of bookkeeping, payroll, sales tax returns, and much more. She will assist you with any tax and accounting needs you may have.
Amber, her husband, Anthony, and two children, Shelby and Cecil, love spending their time outside, exploring the many elements of Southwest Colorado through camping, hiking, and mountain biking. She also enjoys running along the river and on the trails in the Durango region.
Tina joined the CD Tax & Financial team in 2013. Prior to that, she worked for a tax office in Oregon for 16 years as an office assistant, making her an expert in the day to day operation of the front office production. Tina has the experience, drive and passion and is committed to making sure you are more than satisfied with the tax services you are requesting.
Tina’s family relocated to sunny Arizona in 2013. She spends her spare time with her beautiful family going four wheeling, camping, riding, or just hanging out at home by their pool
Misty followed the sun and heat to Arizona from a small town in Alaska. She has worked in the finance industry for over 16 years, with the last 5 years concentrating on Securities and Investments, after completing FINRA Series 6 and 63 exams.
She has been with CD Tax and Financial for 3 years, working as Licensed Financial Planners Assistant and office administrator.
Misty is originally from a small town in Alaska, but followed the sun and heat to Mesa 17 years ago. She has lived all over the Valley, but set roots in East Mesa with her Husband and 2 children.