CMA Tax and Accounting

Tax and accounting services that move you forward

When it comes to growing and maintaining your assets and income in the most tax-efficient manner possible, look no further than CMA’s tax and accounting services.

Our unique combination of both accounting planning and tax planning under the same roof means you get overlapping expertise for both fields, all in one location.

Whether you need one-off services or ongoing expertise, our tax and accounting professionals offer optimized services that feature the best of both worlds.

Get more than just a return. Get added value.

Whether you’re an individual, fiduciary, or any other type of business, CMA Tax adds value thanks to a thorough knowledge of the tax landscape.

Rather than you carrying the weight that comes from putting taxes off, our professionals offer help by taking a proactive approach throughout the year–saving you time, energy, and money.

Our tax projection and planning will bring you peace of mind by putting you in control, helping you to see what might be owed along with what steps can be taken to reduce the amount owed.

Not only that, but we also offer responsive service and resources to help you clearly understand compliance issues or tax consequences.

The result? The smoothest filing process possible with the greatest savings.

  • Accounting services
  • Accounting System Advising
  • Non-Assurance Financial Statements
  • Business Sale & Purchase Assistance

Solid accounting systems support your organization’s growth

We’re ready to help enterprises of all sorts.

For new enterprises, we’ll help your leadership team identify the relevant information to track and provide the best means to track it.

When an accounting system is in place, we’ll monitor statements to identify what needs adjusting or what areas can be improved.

All of this comes together to produce precisely what your organization needs to grow:organized information that can be used to obtain financing, ensure compliance, and assess performance.

Having a solid accounting system also helps when a business is sold or acquired, since reliable information is needed to arrive at a fair price.

Start Planning your Future

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CMA Tax Process

Define The Goal

We’ll carefully listen to learn what your passions and ambitions are. This will help us understand how we will support them, along with the financial and regulatory pain points we can ease for you.

Apply Our Knowledge & Experience

We devote the brainpower, time, resources, and teamwork needed to clearly identify and propose the optimal solution, along with a possible range of alternatives.

Deliver A Plan

We take the time to ensure you are comfortable with our proposed solution. In order to do so, we’ll break down and explain its critical elements to help you clearly understand.

Monitor Progress

We regularly confirm that each component of our solution is working for you. If our monitoring indicates any corrective measures need to be made, we’ll be quick to implement them to ensure success.

Over 40 years in business

Over 200 years combined experience

1.2 B Assets Under Management

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck