TAX SERVICES
CDM believes in forward thinking tax planning, implementing creative strategies to reduce
or eliminate income taxes. Tax planning involves close contact with our clients in order
to understand their businesses and the transactions that occur year to year. By gaining an
understanding of the business, we can offer advice and strategies for structuring and
timing transactions to create the greatest tax advantages.
We believe in an integrated approach to tax planning, offering expertise in business tax
issues, while being cognizant of the relationship of the business owners and their
personal tax situations. Fully understanding all aspects of the tax effect on business
decisions allows us a unique opportunity to fill the role as business advisor to our
clients and to implement effective strategies for their personal tax situations. This
integration also applies to the strategies that our individual clients use for wealth
preservation regarding estate taxes and passing assets to future generations.
We offer a full range of tax return preparation services. Should you also require
representation before the IRS or other tax agencies in any tax disputes, we can provide
our expertise to obtain fair resolutions to these issues.
We offer tax services in the following areas: