CDS Group Financial Services LLC

CDS Group Financial Services LLC is an accountant in St. Louis, Missouri, offering tax preparation, accounting, payroll processing, financial planning, and insurance services. The firm has been providing tax preparation services to thousands of individuals for more than 20 years, preparing and electronically filing federal and state income tax returns, with experience in individual, small business, and domestic partnership returns. Evening appointments, drop-off service, and walk-ins are accepted. Accounting clients who maintain an ongoing relationship receive a 20 percent discount on tax preparation, and employees of payroll subscribers receive the same discount on their annual tax preparation. Payroll processing is managed for a monthly subscription fee. The business holds a rating of 4.70 from its customers.

CDS Group began in 1994 as a small life and health insurance agency. In 1997 the business added personal and business tax preparation, followed by accounting and payroll processing for small and medium-sized businesses. The firm works to understand each client's goals and present a clear picture of their financial situation, then outline the steps needed to reach those goals, with plans tailored to each client's needs and budget rather than a product-driven approach. Accounts of every size are served, and clients are served nationally, including remotely.

Mary began her financial career as an operations officer and personal banker for a national bank, obtained her insurance and securities license, and joined CDS Group as a financial advisor before purchasing the company in 1997, when she added income tax preparation, bookkeeping, and financial planning to its services. She is also an Assistant Professor of Finance at Columbia College in Columbia, Missouri. Aaron graduated from Eastern Illinois University in 2005 with bachelor's degrees in sociology and business administration and earned an MA in sociology from the University of Missouri - Saint Louis in 2007, and has worked with diverse small businesses through the changing tides of their business cycles.

The office sits on Mississippi Avenue in St. Louis, about a tenth of a mile from the historic Malt House Lofts and Chouteau Avenue, and roughly two-tenths of a mile from the Lafayette Square Police Substation, Fountain Park Plaza, and the Lafayette Square neighborhood.

The 4.70 rating reflects the experience of the customers who have reviewed the firm, and the practice pairs more than two decades of tax work with accounting, payroll, and financial planning under one roof in St. Louis.

Services:

• Accounting Services
• Business Tax Preparation
• Life and Health Insurance
• Payroll Processing
• Personal Tax Preparation