Services
Councilor, Buchanan & Mitchell is proud to deliver the following services to individuals and institutional clients.
Audit and assurance services are at the heart of what we do. Clients count on us to perform our services thoroughly and efficiently, keep our eye on the big picture, share our findings quickly and clearly, and be respectful of their time.
CBM’s philosophy about tax planning and preparation is simple: maximize after-tax wealth. Our reputation among high net-worth individuals, business owners and tax-exempt leaders rests on our ability to navigate complex tax situations.
It’s natural to plan for who you want to benefit from your estate when you’re gone. Councilor, Buchanan & Mitchell’s professionals work with you to minimize estate taxes and maximize access to your wealth according to your wishes.
A high-level, outsourced partnership helps organizational leaders like you. Councilor Buchanan & Mitchell’s (CBM) team manages your finances, and provides accounting and technology support to create work efficiencies and improve productivity.
Business owners need to ensure major transactions don’t disrupt the success of their enterprise. That’s where CBM plays a critical role. The range of complex transactions facing your business requires informed, experience-based expertise.
It takes a great deal of trust to rely on the guidance of an experienced professional to help manage your wealth. The professionals at May Barnhard Investments, the firm’s financial advisory subsidiary, excel exactly on this kind of partnership.
A financial plan is not a one-time event for CBM but an ongoing commitment to work with individuals and families to evaluate goals, monitor changes in your situation and, as needed, make the right adjustments to ensure you remain on track.
Are you struggling with financial concerns in your divorce? Are you ready to end the uncertainty? Reach out to CBM’s credentialed divorce financial planning team; let us guide you toward the most secure and comfortable outcome possible.
As outsourced third-party service entities manage more data and transactions, clients have come to demand secure internal controls. To meet demand, service entities can benefit by enlisting the expertise of our firm to conduct a SOC audit.
Public accounting firms that perform accounting and audit services must undergo a peer review once every three years to maintain their professional licenses with the state board of accountancy and remain a member in good standing with the AICPA.