.png)
ABOUT US
One firm for your accounting ecosystem.
A complete solution — built to last.
The CMB Company, LLC is a CPA-led tax and accounting firm based in Charleston, SC — serving high-earning individuals, business owners, and partners across the country, virtually and in person.
​
We don't offer a menu of disconnected services. We offer a single, integrated system: clean books that inform smart strategy, tax planning that builds on accurate financials, entity structures that reduce what you owe, and IRS representation that protects everything you've built — all managed by one CPA who knows your situation inside and out, year after year.
​
This is what it means to have a firm that's truly on your side. Not just at tax time. Always.
Financials. Taxes. Strategy.
One integrated system.
Every service The CMB Company provides is designed to work in concert with the others.
Here is how they connect:
Bookkeeping — Monthly, Historical Cleanup & Tax Basis Statements — The foundation of everything. Accurate, professionally maintained books are what make every other service possible. We offer ongoing monthly bookkeeping, historical cleanup and reperformance for businesses with disorganized or backlogged records, and tax basis financial statement preparation to ensure your books and your return are always in alignment.
Tax Preparation — Individual returns, S-corporation returns (Form 1120-S), partnership returns (Form 1065), and the individual partner and shareholder returns that go with them. Prepared by a CPA who maintains your books and knows your financial picture in full — not someone seeing your numbers for the first time in March.
Tax Planning — Year-round strategy, not an annual event. S-corporation election at the right threshold and the right time. Reasonable compensation structuring. Retirement account optimization. Quarterly estimate management. Distribution planning for S-corp and partnership clients. We plan throughout the year so that your return is the outcome of a strategy — not a summary of what already happened.
Business Consulting — Entity selection, structure analysis, and growth-stage advisory for business owners who want a trusted financial voice at every stage of building their company.
IRS Audit Support & Representation — When the IRS makes contact, we step in immediately. We review every notice, gather and organize all supporting documentation, prepare thorough and professional responses, and represent you directly before the IRS — so you never face an examination alone. And because we maintain your books and prepare your returns, we already know the story your numbers tell.
​