Individual Taxes
Tax Preparation
Tax preparation should never feel like handing your financial life to a stranger once a year.
At The CMB Company, tax returns are prepared by the same CPA who understands your books, your structure, and your strategy.
We prepare:
-
Individual tax returns
-
S-Corporation returns (Form 1120-S)
-
Partnership returns (Form 1065)
-
Shareholder and partner filings
-
Multi-entity and multi-state returns
Preparation becomes the final step in a strategy that has already been built.
Tax Planning
Tax planning is where real financial value is created.
Our planning services focus on structuring your income in the most efficient way possible — while maintaining compliance and long-term stability.
Planning strategies may include:
-
S-Corporation election analysis
-
Reasonable compensation strategy
-
Distribution planning
-
Retirement contribution optimization
-
Quarterly estimate planning
-
Income timing and deduction strategy
Because tax planning isn't a single meeting.
It's an ongoing process throughout the year.
IRS Audit Support & Representation
An IRS notice can feel overwhelming — but you should never face it alone.
Because we maintain your books and prepare your returns, we already understand the full story behind your numbers.
Our firm provides:
-
IRS notice review and response
-
Documentation preparation
-
Audit representation
-
Compliance resolution
-
Direct communication with IRS agents
When the IRS reaches out, we step in immediately. We also provide a library of templates, calculators, and other resources to support all tax positions—giving clients peace of mind that potential IRS issues are addressed before they even arise.
