Accounting Firm

CDS Group Financial Services

St Louis firm providing tax preparation, accounting, payroll and insurance for individuals and small businesses

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TrustList summary

CDS Group Financial Services is a St Louis business that handles tax returns, bookkeeping, payroll and insurance for individuals and small companies. It started in 1994 as a life and health insurance agency, added personal and business tax work in 1997, and later took on accounting and payroll.

Services

Tax preparation: personal and business tax returns.
Accounting: bookkeeping and accounts for small and mid-sized businesses.
Payroll processing: running payroll for business clients.
Life and health insurance: the agency work the company began with.
Financial planning: plans built around each client's goals and budget rather than product sales.

Customers and markets

The firm takes on accounts of any size and works with clients across the United States, serving those outside the St Louis area remotely.

Key facts

Based in: St Louis, Missouri
Founded: 1994
Tax services added: 1997

Summary written by TrustList from the business's own published information, Sep 2026.

Gallery

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Categories & features

Rankings

CDS Group Financial Services is ranked on 4 TrustList rankings: #5 on 1, #14 on 2 and #44 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. CDS Group Financial Services has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 4 rankings

#5of 10
Missouri
It is the only one of the 10 here listing financial services and one of 3 here listing insurance.
Its profile: “- Based in: St Louis, Missouri - Founded: 1994 - Tax services added: 1997 CDS Group Financial Services is a St Louis business that handles tax returns, bookkeeping, payroll and insurance for individuals and small companies.”
Of the 10 here, 32 also cover accounting and 30 also cover tax; 5 also work in St. Louis and 4 also work in Kansas.
Behind Abeles and Hoffman, P.C., ahead of Farmer & Farley, LLC.
#14of 313
Financial services
It is one of 13 here listing goals and one of 41 here listing accounting.
Its profile: “CDS Group Financial Services is a St Louis business that handles tax returns, bookkeeping, payroll and insurance for individuals and small companies.”
Of the top 88 here, 30 also cover business services and 20 also cover medical; 3 also work in Sydney and 3 also work in Melbourne.
Behind Century Accounting & Financial Services, ahead of D & D Financial Services.
#14of 245
Insurance
It is one of 65 here listing tax.
Its profile: “CDS Group Financial Services is a St Louis business that handles tax returns, bookkeeping, payroll and insurance for individuals and small companies.”
Of the top 81 here, 24 also cover legal and 21 also cover property; 5 also work in California and 3 also work in Texas.
Behind G J Walsh & Co, ahead of DM Rao & Co..
#44of 458
Goals
It is one of 6 here listing financial services and one of 9 here listing insurance.
Its profile: “- Financial planning: plans built around each client's goals and budget rather than product sales.”
Of the top 83 here, 11 also cover reporting and 11 also cover security; 5 also work in York and 3 also work in Georgia.
Behind Carver DeWitt & Palm LLC, ahead of Conover Asay CPA.