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Tax & Accounting Services

CMBA offers financial services including tax preparation, tax planning, accounting and financial training services to clients in the greater Philadelphia area. Our staff prides itself on over 25 years of experience serving in the accounting and finance industry.

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Our Services

Our Services

Tax Preparation

In a complex tax environment, you can be assured our expert tax staff will provide quality tax preparation.   Our staff is trained in the IRS Enrolled Agent program and undergoes extensive continuing education training annually to provide you piece of mind knowing your tax needs are handled accurately and timely. 

Tax Planning 

Our advisers provide individualized services to help alleviate financial uncertainty and stress.  Our experts have the knowledge and experience to help evaluate and plan your tax situation.

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Accounting & Bookkeeping Services

In the fast paced business environment, let our experienced staff handle the day to day accounting and finance needs, leaving you more time to handle the important issues of running your business.  We will collaborate with business owners to customize an accounting services package that will facilitate your involvement but free your time to concentrate on managing what matters.

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QuickBooks

Advisory Services

As Certified QuickBooks ProAdvisors, our staff is equipped with the expertise to assist with all your QuickBooks needs. From selecting the product that best meets your needs, to individual or group training and troubleshooting, we stand ready to help with all your QuickBooks needs.

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