CBM’s not-for-profit team applies years of experience preparing Forms 990, Form 990-PF and Form 990-T for charities, foundations, and trade and membership associations. We also collaborate with clients to help them navigate common concerns such as unrelated business income, proper disclosures or compliance with the public support test, which have significant tax implications.

One of the biggest challenges for individual taxpayers and business owners is complying with state, national and international laws in all jurisdictions where there is a tax liability. Wherever you own property or taxable assets, or do business, you can benefit from the help of an experienced accounting firm such as CBM to help you remain in compliance. We also help business owners determine the estimated taxes for income that cannot be withheld, such as self-employment income, interest, capital gains and dividends.

The launch of a new enterprise places significant responsibilities on the shoulders of new business owners including selecting an accounting method to use, identifying the entity type for your business, and calculating the estimated tax payments and employment taxes for your annual return (should you have employees.) CBM can help develop a sound strategy to manage your tax liability as you’re getting your business off the ground. Should you need additional accounting support, or consulting on technology, payroll, bookkeeping and advice for scaling up your business, our experienced outsourced team can help take your business to the next level.

As you accumulate wealth through the success of your closely held business, your role as a not-for-profit executive or some other means, your tax situation can take on greater complexity. You are also more likely to want to manage your wealth by planning your estate, contributing to an education fund for your children or grandchildren, and investing with an experienced financial advisor. CBM’s tax professionals work alongside you every step of the way to collaborate on sound tax strategies that minimize your liability. And should you need investment expertise, our colleagues at May Barnhard Investments, CBM’s wealth management subsidiary, can deliver the services you need.

A letter from the IRS, an unexpected state audit outcome or some other finding brought to your attention by a tax authority can lead to bewildering uncertainty and anxiety especially when large dollar amounts are in question. It is challenging enough preparing your taxes in compliance with all laws and regulations. It is even more confusing when you’re told there is a problem with your tax return! In times like this, turning to CBM is the right way to go. Click here to learn more about the steps we have taken to help hundreds of clients who have run up against an audit or dispute regarding their tax liability. Don’t go it alone; CBM brings vast knowledge to advocate for your interest.