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Category: News

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December 18, 2025NewsAdvisent

Advisent: Our Next Chapter

We’re excited to share the next chapter of our firm as Advisent. While our name and look evolved earlier this year, our focus remains the same: providing thoughtful guidance, deep industry expertise, and practical support that helps clients move forward…
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August 21, 2025September 10, 2025NewsAdvisent

Big news from our team: we’ve entered an exciting new chapter

The mortgage banking, Arizona government, and closely held business practices of CWDL are now Advisent. This new name marks the start of an exciting chapter for our team. It reflects who we are today: a collaborative, people-first organization built on…
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November 4, 2024August 16, 2025Insights for Government & Education, NewsAdvisent

Promotes Daniel Johnson to Partner

CWDL is pleased to announce the promotion of Daniel Johnson, CPA to partner.

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February 29, 2024NewsAdvisent

Tax Relief for California Victims of Severe Storms and Flooding

The IRS has postponed various tax filing and payment deadlines for taxpayers in San Diego county affected by flooding and severe storms.

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January 25, 2024Guides, NewsAdvisent

SafeSend Returns for Tax Return Delivery

We are pleased to offer SafeSend Returns® to our clients as a secure, electronic tax return delivery system. We have compiled directions on how to use SafeSend, as well as helpful tips and FAQs for our clients.

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September 7, 2023News, ResourcesAdvisent

Information Returns Intake System (IRIS)

If you file 10 or more information returns, such as 1099s, you must file them electronically. To help with this process, the IRS has created a new, free online portal called the Information Returns Intake System (IRIS) Taxpayer Portal.

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August 15, 2023Insights for Mortgage Banking, NewsAdvisent

Partners Invest in Firstline Compliance

CWDL is thrilled to announce that our partners have made a significant strategic investment in Firstline Compliance, an operational risk and compliance advisory services firm.

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July 6, 2023NewsAdvisent

Promotes John Czechowicz to Partner, Tax Services

CWDL is thrilled to announce the promotion of John Czechowicz to Partner, Tax Services.

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August 1, 2022Insights for Government & Education, NewsAdvisent

Acquires Dobridge & Company, P.C. in Arizona

CWDL is thrilled to announce the acquisition of Dobridge & Company P.C., a leading CPA firm specializing in audit services to Arizona school districts and charter schools.

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January 18, 2022Insights for Mortgage Banking, NewsAdvisent

Partners with Teraverde® to Bring Coheus® Mortgage Business Intelligence to Lenders

CWDL is excited to announce an exclusive partnership with Teraverde to bring the Coheus Mortgage Business Intelligence to its clients. As a CPA firm providing mortgage industry-specific audit, accounting, tax, and consulting services, this partnership allows CWDL to expand on its mission to bring transformational guidance to lenders.

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