About CD Tax & Financial
Established in 1996, CD Tax & Financial is a family owned accounting business located in East Mesa, AZ. We were originally established to serve clients in Maricopa and Pinal counties but today we have clients all over the United States. We pride ourselves in providing excellent service to all our clients, making their lives less taxing! Allow us to be 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 you deserve. We do not just fill out forms; we offer advice and planning to help clients pay the least possible tax legally permissible.
Meet Our Team
Erica R Palmisano, EA
Enrolled Agent | Fellow of the National Tax Practice Institute | QuickBooks ProAdvisor | IRS Representation | Audit & Collections
At a very young age Erica was transplanted to East Mesa, Arizona. A Red Mountain alumna – Go Mountain Lions! – Erica received her Associate degree in General Studies at the University of Phoenix. In 2015 Erica took over the day to day running of the firm from her mother and continues her mom’s legacy of helping individuals and businesses with a host of tax preparation, accounting & payroll services, and representation. Erica, her husband AJ, and their children love to spend time hanging out with family and friends. Erica is extremely knowledgeable when it comes to clients’ accounting and tax situations. In 2011 Erica passed a stringent, comprehensive three-part examination covering individual tax returns, business tax returns, representation, and practice and procedure to obtain an Enrolled Agent license. 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. Memberships: National Association of Enrolled Agents (NAEA), National Association of Tax Professionals (NATP), Business Women of the East Valley
Wealth Preservation Specialist
Deb Brundage joined CD Tax and Financial in 2016. Her responsibilities include serving as CD Tax and Financial’s Wealth Preservation Consultant and also a MPI Certified Advisor so she can help anyone at any age reach their retirement goals, as well as handling estate and legacy planning.
As a seasoned veteran with over two decades of knowledge and experience in the financial services industry, Deb is a well-respected professional in the community. She holds an Insurance License in the state of Arizona and can offer insurance products to any state except for New York. She is very client-oriented; she dedicates herself to providing the highest quality of services to her clients. The most rewarding part of her job is reviewing investment results with her clients and seeing the happy and amazed looks on their faces.
Deb grew up in Iowa and has been an Arizona resident for over 35 years. Devoted to her family and faith, Deb loves to spend time with her husband of 44 years, three children and three grandchildren. She’s also a huge fan of all-natural products and the American reality television show, Bringing Up Bates.