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Tax Planning and Preparation

When it comes to taxation, CBM’s philosophy is straightforward. The goal of all tax planning is to create after-tax wealth.

But of course, tax planning and compliance are not simple endeavors. That’s why our clients appreciate the technical expertise, enthusiasm and experience our tax team brings to the table.

Our approach is holistic. We believe that you can’t plan a tax strategy for your business without considering the tax consequences for your family and key employees, and vice versa. We consider the whole economic entity — everything you’re involved in — so that we can help you minimize your tax burden and maximize your wealth across the board.

Our sophisticated, innovative tax planning services ensure that our clients are making smart financial decisions. And our expertise is comprehensive–we file tax returns for clients in nearly every state, and are constantly fine-tuning strategies for each client, regardless of location or circumstances.

Click here to visit a series of individual and business tax return deadlines on CBM’s 2021 tax calendar. 

Our tax team provides a broad range of services including:


We constantly review new tax legislation, regulations, cases and rulings to pinpoint opportunities for you.

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Transaction Planning

How will a merger or acquisition, a real estate transaction or capital improvement affect your tax situation? We help clients with “what if” scenarios to inform their decisions.

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Entity Formation

It’s crucial to set up a new business correctly. We explain the pros and cons of each type of structure to save clients money and hassles down the line.

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Financial Planning and Wealth Management

We work closely with clients to preserve their wealth via proactive retirement, estate, gift and succession planning.

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Trusts and Estates: Planning and Administration

From the simplest trusts to the largest estates, we help you track and report specifics to the satisfaction of family and government.

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IRS and State Audit Representation

Sometimes, clients may be asked to explain or defend their tax positions. Representing clients before tax authorities is a vital part of our business.

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