Income Tax Services
The key to reducing your tax bill is planning. At CMP, we pride ourselves in being proactive and nowhere is that more important than in tax planning. With a professional and qualified CPA, you can keep more of what you earn. We prepare your tax returns to reduce your audit risk with the IRS and state. At CMP, our passion lies in keeping up on current tax issues.
Audits, Reviews, & Compilations
Many business stakeholders such as shareholders, creditors and investors rely on financial statements issued by an enterprise. CMP is registered with the American Institute of Certified Public Accountants and we are experienced in performing audits for privately held companies, non-profit organizations and we also perform ERISA audits for employer benefit plans. We have proven expertise in many industries, including manufacturing, banking, retail, import/export, farming and ranching and technology.
Family Business Consulting
Family businesses face a unique set of issues which can include business governance, communication procedures, strategic planning, employee retention, succession planning, and human resource management. In order to successfully operate, families should consider developing strategic plans for their business that include family values and aligned goals. It is sometimes difficult for many family businesses to talk about succession planning, but in order to manage a functional and successful business, the process should be started as soon as possible.
Family Office Services
Families interested in financial management for their business should consider Family Office services with Cook Martin Poulson. We recognize that many family businesses cannot afford a full-time CFO to assist with family and business wealth management. To help you, we have created an a la carte list of family office services, including asset management, bill pay, financial reporting, tax information gathering, tax filing and more.