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TAX SERVICES
A return prepared by someone
who already knows every number.
Most tax returns are prepared reactively — documents gathered, numbers entered, return filed. At The CMB Company, your return is the outcome of a year-round relationship. We know your structure, your strategy, and your books before we ever open the return — which means what we file is accurate, complete, and built to hold up.
Your return — prepared by someone
who knows your full picture.
High-earning individuals don't have simple returns. K-1 income from partnership and S-corporation interests, self-employment income, investment income, multi-state obligations, deferred compensation — the complexity compounds quickly, and a return prepared without full context misses things.
At The CMB Company, your individual return is prepared by the same CPA who knows your books, your entity structure, your prior returns, and your tax strategy. There is no onboarding every year, no explaining your situation from scratch, and no risk that something falls through the gap between your business return and your personal one. We see the complete picture — and we prepare the return that reflects it accurately.
Every return is also reviewed as part of your ongoing strategy. We look at what the current year tells us about the year ahead — and flag anything that should inform your planning before it becomes a problem.
Business returns prepared
in full coordination — not in isolation.
S-corporation and partnership returns are not standalone documents. They feed directly into the individual returns of every shareholder or partner — and errors or omissions at the entity level compound into every personal return that follows. The only way to prepare them correctly is to see both sides of the picture at once.
At The CMB Company, we prepare the entity return and the individual returns together. Form 1120-S or Form 1065 is prepared with full attention to compensation structuring, distribution treatment, capital account maintenance, and K-1 accuracy — and then each partner's or shareholder's individual return is prepared in direct coordination with it. Nothing falls between the filings. Basis is tracked. Positions are consistent. And the story your numbers tell is the same at every level.