TAX PREPARATION
Filing your taxes on your own can be an overwhelming and uncertain process. While there are a variety of software tools available to simplify the task, the increasing complexity of today’s tax laws means that even seemingly straightforward returns can pose significant challenges.
Recent data indicates that nearly 60% of U.S. taxpayers choose to hire a professional to prepare their tax returns. This decision is driven not only by convenience, but also by the confidence that a qualified tax expert can identify deductions and credits that might be overlooked with self-preparation software.
Proper compliance with tax obligations is also a critical factor. A 2024 study found that paid tax preparers can significantly influence the underreporting of client income compared to those who file independently or use volunteer services. This underscores the importance of selecting a qualified and ethical tax professional to avoid complications with the IRS.
In conclusion, while self-preparation may appear to be a cost-saving option, working with a trusted tax professional offers substantial benefits in terms of accuracy, compliance, and peace of mind.
Here's What You Get
When you choose our tax preparation services, you're not just filing a return — you're gaining a strategic partner.
Our experienced team of tax professionals, operating under the direct supervision of a Certified Public Accountant (CPA), is committed to delivering personalized and detail-oriented service. We combine technical expertise with a deep understanding of current tax laws to ensure your return is accurate, compliant, and optimized for the best possible financial outcome.
Here's what we do for you:
Comprehensive Review by Tax Professionals: Every tax return we prepare is subject to a thorough, multi-step review process by our experienced team. We carefully evaluate your financial information to identify eligible deductions, mitigate potential audit risks, and uncover strategic tax-saving opportunities. Final approval is conducted by a Certified Public Accountant (CPA), ensuring the highest standards of accuracy and compliance.
Fast & Secure Electronic Filing: We electronically file your return for faster processing, quicker refunds, and smoother interactions with the IRS. Our secure and efficient e-filing system helps minimize errors and avoid unnecessary delays.
Year-Round Tax Planning: Tax strategy doesn't end on filing day. We provide proactive, personalized tax planning throughout the year by identifying future deductions and supplying you with a customized checklist of commonly overlooked expenses. This forward-looking approach helps reduce your tax liability in the years ahead.
Books a Mess? No Problem!
If you’re a small business owner and your bookkeeping hasn’t kept up—don’t worry, you’re not alone, and we’re here to help. Our team will organize and prepare your financial records for the year, reconstruct your bookkeeping as needed, and generate a complete and accurate Schedule C along with your personal income tax return. Beyond filing, we’ll also work with you to establish a simple, effective bookkeeping system tailored to your business—helping you stay organized and compliant for the year ahead.
TAX PLANNING
Remember, we work for you—not the IRS. Many of our clients save far more than the cost of our services through careful planning and the application of legitimate, effective tax strategies.
Strategic Tax Planning Designed for Long-Term Savings
At C&M CPA, we understand that effective tax planning is the key to legally and successfully reducing your tax burden. Our approach goes beyond simply meeting compliance requirements—we take a proactive role in helping you plan ahead, identifying opportunities to maximize your after-tax income throughout the year.
We are deeply committed to staying current with tax legislation and leveraging our in-depth understanding of complex tax codes to your advantage. Through carefully tailored and well-founded strategies, we help individuals and businesses reduce their tax liability while aligning with their financial goals.
Our clients consistently benefit from forward-looking tax planning that considers not just where you are today, but where you're headed. Whether you're looking to grow your assets, protect your estate, or optimize your retirement distributions, we work with you to ensure your finances are structured for long-term efficiency and compliance.
At C&M CPA, tax planning is not a once-a-year task—it's a year-round partnership focused on helping you retain more of what you earn and build a more secure financial future.
IRS TAX RESOLUTION SERVICES
Reliable Support When You Need It Most
Tax issues with the IRS can feel overwhelming—but you're not alone. At C&M CPA, we specialize in helping individuals and businesses resolve their IRS problems with professionalism, discretion, and efficiency. Ignoring tax issues only makes them worse, as penalties and interest continue to accumulate daily. We’re here to help you take control and move forward with confidence.
Please take a look through our complete IRS problem resolution services by clicking on the links below.
Receiving an IRS audit notice can be stressful and time-consuming. Our team understands the complexity of audits and is prepared to represent you from start to finish. We manage all communication with the IRS, gather the necessary documentation, and advocate on your behalf to ensure your rights are protected. With our guidance, you won’t need to take time off work or navigate the process alone.
If you’ve fallen behind on filing your tax returns, now is the time to act. Failing to file is a serious issue, and the IRS has advanced systems that eventually catch up with non-compliant taxpayers. We’ll help you get back on track by preparing and filing your past-due returns accurately and quickly. Filing voluntarily before the IRS intervenes can help avoid criminal charges and may reduce penalties.
Filing your return without the ability to pay can lead to growing debt due to compounding penalties and interest. Whether you’re one year or several years behind, we’ll assess your situation and develop a customized plan to resolve your outstanding balance through structured solutions that work for your financial reality.
Understanding what the IRS knows about your tax history is crucial when resolving complex issues. We can obtain and interpret your IRS file, giving your insight into your standing and helping inform the best course of action for resolving outstanding tax matters.
At C&M CPA, we assist both individuals and businesses with EFTPS enrollment, ensuring a smooth and accurate setup. Our team will guide you through the entire registration process, help you obtain your PIN and login credentials, and configure your account to match your specific tax payment needs.
FIRPTA WITHHOLDING SERVICES
Navigating FIRPTA with Confidence and Compliance
At C&M CPA, we specialize in providing comprehensive support for the Foreign Investment in Real Property Tax Act (FIRPTA) withholding requirements. If you are a foreign person selling U.S. real estate, or if you're a buyer, agent, or closing officer involved in such a transaction, FIRPTA compliance is crucial—and we’re here to make it simple.
What Is FIRPTA?
Under FIRPTA, the IRS requires that 15% of the gross sales price from the disposition of a U.S. real property interest by a foreign person be withheld and remitted. This applies to both residential and commercial properties and can significantly impact the financial outcome of the transaction if not properly managed.
We help determine whether FIRPTA applies and calculate the correct withholding amount based on the specifics of your transaction.
We prepare and submit all required IRS documentation, including Form 8288, Form 8288-A, and Form 8288-B (withholding certificate applications).
If applicable, we can assist in obtaining a reduced withholding amount by applying for a FIRPTA Withholding Certificate, potentially saving you thousands.
We work seamlessly with buyers, sellers, escrow agents, and title companies to ensure timely and accurate processing of all FIRPTA-related requirements.
We also assist in tracking refunds and resolving any issues that arise after the sale has been completed.
Why Choose Us?
With deep expertise in U.S. tax law and international real estate transactions, our team ensures compliance while protecting your financial interests. Whether you're an individual, investor, or corporation, we simplify the complex rules of FIRPTA and deliver peace of mind every step of the way.