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Home › Securely Upload Your Files to Councilor, Buchanan & Mitchell

Securely Upload Your Files to Councilor, Buchanan & Mitchell

CBM makes it convenient to upload files to our tax professionals. Please choose the option that works best for you below.

Client Portal

Clients who have been given access to CBM’s online client portal may upload their documents by clicking the image below.

Share Safe

No portal access? Share Safe provides a convenient alternative for uploading your files by clicking the image below. Scroll down for instructions.

CBM client portal instructions.

Share Safe instructions.

Questions?

For questions about the client portal, please contact Michelle Vance at 301.986.0600 or via email.
For questions about Share Safe, please contact Sue-Jane Haight at 301.986.0600 or via email.

Bethesda, MD

7910 Woodmont Avenue
Suite 500
Bethesda, MD 20814-3048
301.986.0600

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1200 G Street, NW
Washington, DC 20005
301.986.0600
(meeting space only)

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Accountants | Auditors | Financial Planners | Consultants | CPAs : CBM (Councilor, Buchanan & Mitchell) PC is a Top 300 public accounting firm with offices in Bethesda, MD and throughout the Washington, DC region. Serving clients in Washington, DC, throughout Maryland (Bethesda, Rockville, Baltimore, Montgomery County and Prince George’s County) and Virginia (Alexandria, Arlington, Fairfax and other locations throughout Northern Virginia) and the Mid-Atlantic region, CBM delivers accounting, audit, consulting, financial planning, litigation, divorce support, forensic accounting and tax services to dealerships, not-for-profit organizations, construction and real estate practices, and other businesses and individuals. CBM’s subsidiary MBI (May Barnhard Investments), LLC, is a fee-only financial advisory firm that offers comprehensive financial planning and investment management services.

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Securely Upload Your Files to Councilor, Buchanan & Mitchell

Securely Upload Your Files to Councilor, Buchanan & Mitchell

CBM makes it convenient to upload files to our tax professionals. Please choose the option that works best for you below.

Client Portal

Clients who have been given access to CBM’s online client portal may upload their documents by clicking the image below.

Share Safe

No portal access? Share Safe provides a convenient alternative for uploading your files by clicking the image below. Scroll down for instructions.

Questions?

For questions about the client portal, please contact Michelle Vance at 301.986.0600 or via email. For questions about Share Safe, please contact Sue-Jane Haight at 301.986.0600 or via email.

JOIN OUR COMMUNITY!

Subscribe to CBM’s professional insights.

For questions about the client portal, please contact Michelle Vance at 301.986.0600 or via email.
For questions about Share Safe, please contact Sue-Jane Haight at 301.986.0600 or via email.