Call today for a free tax consultation!
Welcome to CPM Tax & Accounting LLC
A. Bruce Carri, William J. Pelletier & David M. Menard
CPM Tax & Accounting LLC was established by Bruce Carri, Bill Pelletier and David M. Menard, who have over 100 years of combined tax and accounting experience.
At CPM Tax & Accounting, we take a personal approach to the services we offer. Our areas of service, include professional tax preparation, tax planning and tax representation for individual taxpayers, businesses, non-profits, trusts and estates.
Tax implications are key to most financial decisions. The experience and depth of knowledge of the skilled professionals at CPM Tax and Accounting is integral to the recommendations we make to our clients. Call us today for a free consultation to discuss your tax services needs.
On our website, you’ll find a wealth of tax information. We hope your visit will help you understand the opportunities and potential rewards available when you take a proactive approach to your personal and business taxes and the value of working with experienced professionals to pursue your personal and business goals.
Tax Preparation, Tax Planning, Tax Representation & Fiduciary Outsourcing
No matter how you feel about taxes, they are a part of our everyday life. Are you paying more than what the IRS or the state is asking for? Are you reporting your income and deductions correctly? How you prepare tax returns, plan for taxes and respond to tax inquiries matters. Let us be your trusted tax advisor to help you keep more of what you earn.
Tax laws are constantly changing and become more complex every year. Mistakes and missed opportunities can be costly. Keeping up with changes is a full time job. We can help. Our professional tax preparation services focus on maximizing all of your deductions and credits allowed by the tax code to minimize your taxes by saving you money, avoiding expensive penalties and reducing your risk of audit.
We specialize in tax preparation for:
- Small Businesses
- Trusts & Estates
- Non-Profit Organizations
CPM Tax & Accounting LLC can serve as a Virtual Tax Department for your Bank, Financial Institution Trust or Wealth Management Group. CPM Tax and Accounting can also partner with your internal tax department to augment your services and fill in the gaps in your tax operation.
We offer straight both “per return” fees and and individually negotiated pricing options.
Advantages of Outsourcing
CPM Tax & Accounting LLC services are reasonably priced and are a cost effective alternative to full time fiduciary tax preparation staff. We can customize our services to suit your specific needs. We charge a per return fee for the types of returns listed below.
Please call or email us to discuss the services that CPM Tax & Accounting can provide.
Waiting until January to plan for the year just passed is too late for most planning techniques! We have over 60 years of combined tax experience serving high income individuals, corporate executives, business owners, charities, trusts and estates. Planning without considering tax implications can cost you money and have an adverse impact on your future plans. Now more than ever you need a professional to help you understand the changing tax environment before you make strategic decisions about your retirement, education planning and other financial areas of concern.
Professional Tax Representation
Have you received an audit notice or other inquiry from the IRS or the State? Responding correctly can make the difference between quick resolution and collection. Don’t make the mistake of sending the IRS or state additional money without an advocate examining the letter representing YOU. Wherever you are in the collection process, we can represent you before the IRS or the state.