CMK Tax Group
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    • Home
    • About CMK Tax Group
    • Consultants
    • Individuals
    • Small Business Owners
    • Real Estate Investors
    • Bookkeeping
    • Tax Strategy
    • Tax Preparation
    • Tax-Smart Business Suite
    • Year End Tax Strategy Rev
CMK Tax Group

Signed in as:

filler@godaddy.com

  • Home
  • About CMK Tax Group
  • Consultants
  • Individuals
  • Small Business Owners
  • Real Estate Investors
  • Bookkeeping
  • Tax Strategy
  • Tax Preparation
  • Tax-Smart Business Suite
  • Year End Tax Strategy Rev

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Tax-Smart Business Suite

Full-service bookkeeping, proactive tax planning, and stress-free tax preparation—designed to help you keep more of what you earn and feel confident about your business finances all year long. 

Book A Tax strategy call

BENEFITS

Keep More of Your Income

Clean Books, Clear Decisions

Clean Books, Clear Decisions

We look for smart, legal ways to reduce your tax bill through proactive planning—so more of your hard-earned money stays with you.

Clean Books, Clear Decisions

Clean Books, Clear Decisions

Clean Books, Clear Decisions

Monthly bookkeeping keeps your numbers accurate and organized so you can make confident business decisions (and stay audit-ready). 

No More Tax Surprises

Clean Books, Clear Decisions

No More Tax Surprises

 With quarterly check-ins and projections, you’ll know what to expect—before tax time hits. 

WHAT'S INCLUDED

Monthly Support

Tax Preparation + Year-End Review

Quarterly Tax Planning

 

  • Bookkeeping & reconciliations
     
  • Profit & Loss + Balance Sheet reports
     
  • Consistent categorization and cleanup
     
  • Simple systems to keep you organized
     
  • Email support during business hours

Quarterly Tax Planning

Tax Preparation + Year-End Review

Quarterly Tax Planning

 

  • Quarterly strategy session (tax + business check-in)
     
  • Estimated tax projections and reminders
     
  • Write-off review to make sure you’re not missing deductions
     
  • Entity check (including S-Corp guidance when appropriate)

Tax Preparation + Year-End Review

Tax Preparation + Year-End Review

Tax Preparation + Year-End Review

 

  • Business tax preparation (as applicable)
     
  • Personal tax return for business owners
     
  • Year-end planning session before filing
     
  • Post-filing recap + next-year action plan

HOW IT WORKS

1. Quick Intro Call

We learn about your business, your goals, and what’s feeling stressful right now. 

2. Setup + Cleanup

We get your bookkeeping organized, streamline your systems, and make sure your foundation is solid. 

3. Quarterly Strategy

We plan ahead, review what’s working, and adjust your strategy as your income grows. 

4. Stress-Free Filing

When tax season comes, you’re ready—because we’ve been preparing all year. 

Pricing & Who It's For

 

Most clients invest $600–$900 per month, depending on transaction volume, payroll, and overall complexity. Pricing is customized so you only pay for what you need.

Great fit if you...

  • Are a consultant, coach, service professional, or small business owner
  • Want proactive tax planning—not just year-end filing
  • Prefer clear communication and simple systems
  • Want predictable monthly pricing and year-round support 

This may not be the best fit if you...

  • Only want one-time tax preparation
  • Need daily bookkeeping, invoicing, or heavy CFO services 

Our Clients Love Us! See What They Have to Say.

Frequently Asked Questions

Please reach us at info@cmktaxgroup.com if you cannot find an answer to your question.

A. Not at all. We specialize in consultants and service professionals, but we work with business owners across many industries. If you run a small business and want proactive tax strategy, we can help. 

A. Yes—personal tax returns for business owners are included as part of the Tax-Smart Business Suite. 

 A. Yes. We can help with cleanup and get you organized so we can move forward with a clean foundation. 

That’s exactly what we evaluate during planning. We’ll review your income and situation and make a clear recommendation. 

You’ll have a secure way to share documents, and you can reach us with questions during business hours via phone or email. Quarterly planning calls keep everything on track. 

Ready to Feel Confident About Your Taxes?

Book a friendly intro call and we’ll review your setup, answer your questions, and highlight the best next steps for a tax-smart year. 

Book a Tax Strategy Call

Prefer email? Reach us at info@cmktaxgroup.com

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