Tax & Accounting Expertise for Every Stage
Whether you're filing an individual return, building a business, managing multiple income sources, or looking for year-round tax and accounting support, CMA provides personalized solutions based on your specific financial situation.
Individuals & Families
Individual tax preparation and personalized support for taxpayers with straightforward or more complex filing needs.
Entrepreneurs & Small Businesses
Tax preparation, bookkeeping, accounting, and year-round support for self-employed professionals, Schedule C businesses, LLCs, partnerships, S corporations, and other growing businesses.
High-Net-Worth & Complex Tax Clients
Personalized tax planning and preparation for clients with multiple income sources, investments, business interests, real estate, or other complex tax considerations.
Comprehensive Tax & Accounting Services
From annual tax preparation to year-round accounting support, CMA provides personalized solutions designed around the needs of individuals, entrepreneurs, and businesses.
Proactive Tax Planning & Strategy
Effective tax planning doesn't begin at filing time. CMA works with individuals, entrepreneurs, and business owners throughout the year to identify tax considerations, prepare for upcoming obligations, and make informed decisions before tax deadlines arrive.
Year-Round Tax Planning
- Estimated tax planning
- Business and self-employment tax considerations
- Tax implications of major financial decisions
- Multi-source income tax planning
- Business entity tax considerations
- Year-end tax planning
- Recordkeeping and tax-readiness reviews
- Ongoing tax consultation
Accounting & Bookkeeping for Growing Businesses
Monthly Bookkeeping
Organized transaction categorization, account reconciliation, and financial recordkeeping to help keep your books accurate and up to date.
Financial Reporting
Clear financial reports that help business owners understand revenue, expenses, profitability, cash flow, and the overall financial activity of their business.
Year-Round Business Support
Ongoing accounting and tax support designed to help business owners maintain organized records, prepare for tax obligations, and make informed business decisions throughout the year.
Why Choose CMA
CMA combines professional tax and accounting support with personalized attention and modern financial tools. Our approach is built around understanding each client's individual situation, business needs, and goals—not treating every client the same.
Personalized Service
Tax and accounting solutions tailored to your individual circumstances, business structure, and financial needs.
Affordable Solutions
Professional tax and accounting services designed to deliver strong value while maintaining personalized attention.
Year-Round Support
Ongoing tax and accounting support that extends beyond tax-filing season.
Technology + Human Expertise
Modern digital tools make it easier to communicate, submit information, and stay organized while maintaining access to personalized human support.
CPA Review & Financial Statement Support
CPA-reviewed services are available for clients who need an additional level of professional review for tax and financial planning, financial statement preparation, business growth planning, or financial documentation used when pursuing business loans and other funding opportunities.
*CPA review and related financial statement services are optional services and are subject to additional professional fees. Loan and funding approval is determined solely by the applicable lender or funding provider and is not guaranteed by CMA Tax & Accounting Solutions.
Our Process
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Get Started
Getting started with CMA is simple. Our streamlined process combines convenient digital tools with personalized human support from beginning to end.
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Secure Intake & Document Upload
Tell us what you need through our online Get Started process. We'll collect basic information about whether you need individual tax, business tax, accounting, bookkeeping, tax planning, or another CMA service.
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Preparation & Professional Review
CMA prepares your tax or accounting work based on the information provided and communicates with you regarding questions, missing information, or items requiring clarification. Optional CPA review services are available for qualifying engagements at an additional professional fee.
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Completion & Year-Round Support
Review your completed work with CMA, address final questions, and receive guidance on appropriate next steps. Clients can also choose ongoing tax, accounting, bookkeeping, and planning support throughout the year.
Ready for a More Personalized Approach?
Whether you need help filing your individual return, managing the accounting needs of a growing business, or developing a year-round tax strategy, CMA Tax & Accounting Solutions is ready to help you determine the right next step.
Not sure which service you need? Start with our guided intake and we'll help identify the appropriate CMA service based on the information you provide.
FAQ
What tax and accounting services does CMA provide?
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CMA provides individual and business tax preparation, Schedule C and self-employment tax support, business tax services, accounting and bookkeeping, tax planning, and year-round tax and accounting support. Additional CPA-reviewed services are available for certain planning and financial statement needs.
Do you work with both individuals and businesses?
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Yes. CMA serves individuals and families as well as entrepreneurs, self-employed professionals, small businesses, and clients with more complex tax situations.
Can I work with CMA remotely?
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CMA offers a convenient digital process that allows clients to begin their intake and securely submit information and documents without relying exclusively on in-person meetings.
How do I get started?
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Select GET STARTED and complete the initial CMA intake. We'll use the information you provide to better understand your needs and guide you toward the appropriate service and next steps.
Can I securely upload my tax documents?
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Yes. CMA's client intake process will provide a secure method for submitting required tax and accounting documents. Do not send Social Security numbers, tax documents, or other sensitive financial information through ordinary email or the website's general contact form.
Does CMA provide year-round tax planning?
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Yes. CMA provides tax planning and ongoing tax support for clients who need assistance beyond annual tax-return preparation.
Are CPA-reviewed services available?
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Yes. CPA-reviewed services are available for certain tax-planning, financial-statement, business-growth, and financing-related needs. These are optional services and are subject to additional professional fees.
Can CMA help prepare financial information for a business loan or funding application?
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CMA can assist with accounting records and financial statement preparation that may be requested when pursuing business financing. CPA review can also be arranged when appropriate for an additional fee. Financing decisions and approval requirements are determined solely by the lender or funding provider, and CMA does not guarantee approval.