Goldstein Financial Services



Tax Services

At Goldstein Financial Services, tax consulting means more than just completing tax returns. The decisions you make today about your taxes can affect your individual, family and/or business assets throughout your lifetime. At CDL, we partner with you to define your goals, analyze your total financial picture, and forecast the future tax consequences of your financial choices. We provide advice and guidance in a highly personalized manner with shareholder involvement at each level of service, and we have the knowledge and expertise to help you every step of the way.

Get Tax Advice. Upload Your Tax Form Now.

  • Step 1 - Please upload either your 1040EZ, 1040A or 1040 tax form.
  • Step 2 - We will get back to you with tax advice within one business week.
  • Step 3 - After you receive your tax advice, you will receive an invoice. If you believe that the invoice is fair, please pay here -