We know that your choice in a CPA firm is one of the most critical decisions that you will have to make, and that is why we go the extra mile for you. You become an integral part of the CBM team once you have selected us to bring you guidance, advice and solutions that you will utilize to make the wisest, most well-informed decisions. As a valued client of the CBM family, you are a part of a network that always focuses on your goals by listening, discussing and initiating sound business ideas, while continually providing the personal attention needed to ensure your success. CBM is a firm that believes in a team approach to serving our clients and we believe in long-term, value-driven relationships with our clients. Through the 3 ‘C’s of Communication – Collaboration – Cooperation, we can focus on your wants and needs. The most successful personal service business relationships require a proactive approach in servicing the clients. We understand this approach to client service and you will receive such from your client service team. Tax planning can show you how to take advantage of favorable provisions in the tax law — and avoid pitfalls that could cost you unnecessary taxes which is why the tax professionals at CBM will assist you with not only your tax returns, but also with your tax planning for short and long term goals. We offer newsletters, seminars, brochures and advice throughout the year in an effort to help you keep more money in your pocket – where it belongs. After all, every dollar you pay in taxes is a dollar that isn’t available to spend on something else or save toward your goals. Read about the current tax issues and opportunities you face in the Tax Impact newsletter and please contact Richard E. Morris, CPA, MST and Director of Tax Services for more information about our services for individuals.