CDS Group Financial Services

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