Individual Tax Preparation

At theCDTS, we make filing your taxes simple, accurate, and stress-free. Our individual tax preparation services are designed to fit your unique situation — whether you’re a full-time employee, a retiree, or juggling multiple sources of income. We carefully review every form, credit, and deduction to ensure you don’t leave money on the table.

 We stay up to date on the latest IRS regulations and state tax laws, so you can feel confident knowing your return is compliant. More importantly, we take the time to explain what’s on your return in plain language so you fully understand your finances. Filing with us means peace of mind and more time back in your hands. 

 Running a business is rewarding — but it can also be overwhelming when tax season rolls around. That’s where we come in. At theCDTS, we help small business owners stay compliant and financially organized year-round. From setting up proper recordkeeping systems to handling quarterly estimated tax payments, our team ensures you avoid surprises at year-end. 

We specialize in working with small businesses, LLCs, and PLLCs across industries. Our goal is to free you from tax headaches so you can focus on running and growing your business. With personalized service and professional guidance, we become your partner in success. 

Fallen behind on taxes? You’re not alone — and you don’t have to face it alone either. At theCDTS, we help individuals and businesses who haven’t filed in years get back into good standing with the IRS. Ignoring the problem only makes it worse, but with the right strategy, penalties can be reduced and problems resolved. 

Our approach is supportive, not judgmental. We’ll guide you step by step to gather records, prepare prior year returns, and negotiate with tax authorities if needed. Regaining control of your tax situation is possible, and we’ll help you every step of the way.

An IRS audit can feel overwhelming, but with a former IRS tax auditor on your side, you’ll be ready. At theCDTS, we provide complete audit support and representation. That means you won’t have to navigate the process alone or guess what the IRS wants. 

We help you organize documentation, understand the issues under review, and respond effectively to IRS requests. If needed, we can represent you directly in communications with the IRS. With our background in federal audits, we know how the process works — and how to achieve the best possible outcome for you. 

If you drive for Uber, deliver with DoorDash, freelance online, or earn 1099 income from side hustles, your tax situation is very different from a traditional W-2 employee. Many gig workers overpay simply because they don’t understand how to track deductions.

At theCDTS, we specialize in gig economy tax preparation. We’ll teach you how to keep mileage logs, claim legitimate business expenses, and maximize your tax savings. Whether your side hustle is a small supplement or your main income stream, we’ll make sure your taxes work for you, not against you.

Why wait until tax season to think about taxes? Our Smart Tax Strategy Packages are designed for individuals and businesses who want to get ahead. Using advanced tools and personalized planning, we create strategies to minimize your liability, increase your savings, and prepare for future financial goals.

This service is perfect if you’ve had major life changes — like buying a home, starting a business, or earning significantly more income. We’ll work with you throughout the year to adjust withholdings, plan for investments, and ensure you’re never caught off guard.

Taxes are only as good as the records behind them. That’s why we offer professional bookkeeping services to keep your finances neat, accurate, and up to date. We track income, expenses, and receipts so your records are always audit-ready.

For small business owners, this means more time to focus on operations instead of paperwork. For individuals, it means peace of mind knowing you’re not scrambling to gather documents at the last minute. With theCDTS managing your books, you can make better financial decisions year-round.

Knowledge is power — especially when it comes to money. At theCDTS, we believe financial literacy is the foundation for long-term success. That’s why we offer one-on-one coaching, group workshops, and community education programs.

Our goal is to demystify taxes, credit, and financial planning so clients can take control of their financial future. From teaching students about budgeting to helping families plan for retirement, we provide clear, practical education that makes a difference.

Tax fraud and identity theft are growing concerns. If you’ve been a victim — or simply want to protect yourself — we provide guidance and tools to safeguard your identity. We also assist with IRS correspondence, helping you respond quickly and correctly to notices, letters, or other communications.

Instead of panicking when a letter arrives in the mail, you’ll have an experienced professional by your side to explain the situation and guide the next steps. We remove the fear and confusion from dealing with the IRS.

Taxes don’t end on April 15th — they’re part of your financial life all year. At theCDTS, we help clients plan ahead for major life changes, career shifts, and big financial moves. Whether you’re buying a home, starting a family, or launching a business, we’ll guide you on how those decisions affect your taxes.

Year-round planning allows us to anticipate issues before they arise, saving you time, stress, and money. By staying proactive, you avoid surprises and build a stronger financial future.