our services

Tax Preparation Services

As a licensed IRS tax professional, I provide individuals and small businesses with expert tax preparation services designed to maximize accuracy and minimize stress. Every return is handled with precision, up-to-date knowledge, and a commitment to compliance.

Whether you’re filing as an individual, managing small business taxes, or navigating more complex financial situations, I ensure your return is prepared correctly and on time. My approach is built on trust, transparency, and clear communication — so you always know what to expect. With professional tax preparation, you can move forward with peace of mind knowing your finances are in good hands.

Accurate, reliable tax preparation tailored to your needs.

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Tax Audit Support Services

Facing an IRS or state tax audit can feel overwhelming — but you don’t have to go through it alone. I provide audit support services designed to help you stay organized, prepared, and confident throughout the process. From gathering and organizing documentation to submitting paperwork and ensuring deadlines are met, I assist clients in managing the details that can make an audit stressful.

My approach is rooted in clarity, professionalism, and reassurance — making sure you understand what’s needed every step of the way. While I do not represent clients directly before the IRS, I provide the tools, guidance, and ongoing support you need to navigate the audit process with peace of mind.

Guidance and support to help you through the audit process with confidence.

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Tax Resolution Services

CMC Consulting connects clients with trusted tax resolution services designed to bring relief and clarity. These services support individuals and businesses facing tax debt or compliance issues by providing practical solutions tailored to their needs.

From installment agreements and offers in compromise (a program to settle tax debt for less than the full amount owed) to assistance with wage or bank levies and trust fund recovery, you’ll have access to the right expertise to help resolve your tax challenges. My role is to ensure you feel supported, informed, and confident throughout the process. With the right resources by your side, you don’t have to face tax troubles alone.

Reliable solutions for even the toughest tax challenges.

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Financial Planning Services

Financial planning is about more than numbers — it’s about creating a strategy that supports your life, family, and future goals. At CMC Consulting, clients gain access to tailored planning solutions designed to bring structure, clarity, and peace of mind.

Services include cash flow management, retirement planning, annuities, trust estate planning, business continuity, exit strategies, and more. Each plan is designed to fit unique circumstances while preparing for long-term success. The focus is on simplifying the process, explaining available options, and guiding clients toward informed decisions. With the right plan in place, you can feel confident about both today and tomorrow.

Plan today with confidence, secure tomorrow with clarity.

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Insurance Services

Protecting what matters most is at the core of financial security. As a licensed Insurance Broker, I provide personalized coverage solutions designed to safeguard individuals and businesses from life’s uncertainties. From property and casualty insurance to auto, business, commercial, and flood coverage, I work with my clients to identify the right policies for their unique needs.

My approach is built on clarity and trust — making sure you understand your options and feel confident in your protection. Whether you’re securing your home, protecting your business, or preparing for the unexpected, I am here to guide you toward the right coverage every step of the way.

Protection made simple — from personal to business insurance solutions.

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Business Formation

Starting a business is an exciting step — but it also comes with important decisions that can shape your future success. CMC Consulting offers business formation services to help entrepreneurs and small business owners establish their companies the right way from the start.

From choosing the proper business structure (LLC, corporation, partnership, or sole proprietorship) to organizing essential paperwork and registrations, guidance is available at every step. The goal is to simplify the process, reduce stress, and set your business up for long-term growth. With the right foundation, you can focus on building your vision while knowing your business is structured for success.

Start your business with clarity, confidence, and the right foundation

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Notary Services

Important documents deserve accuracy and care. CMC Consulting offers notary services to help clients handle essential paperwork with confidence and ease. From business contracts and real estate documents to personal forms, each notarization is completed with professionalism, reliability, and attention to detail. The goal is to make the process simple and accessible, so you can move forward without stress. With trusted notary services, your documents are in safe hands.

Trusted, convenient, and professional notary services when you need them.

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If there is another financial service you're looking for

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