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Thanks for your interest in our individual tax planning and preparation services. Please complete the form below to share more information about your tax situation. If you have any questions, please contact CBM’s marketing director, Joe Kovacs, via email.

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Tell us more about your tax situation including details about any life transitions or complicating factors from the past year?

Do you need taxes prepared for anyone beside yourself (spouse, children, etc..)? Please share details.

Based on our commitment to provide high-quality client service and our investment in ongoing training, our floor-level tax preparation fees start at $2,500. Are you comfortable with those fees?

Were you referred to anyone at our firm? If so, who referred you?

Do you have a pre-existing relationship with anyone at CBM?

What other financial goals, if any, might it be helpful for us to know about? Feel free to elaborate in as much detail as possible.

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Thanks again for your inquiry. We’ll be in touch soon.

Thanks for your interest. Tell us more about yourself!

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