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CPCM & Co.’s continued success has resulted from its strong commitment to providing clients with “hands-on” service. We establish a close and knowledgeable rapport with each client in order to deliver timely, relevant, and effective service. Ultimately, we are successful because our clients are successful. We strive to be an integral part of our clients’ success.


* Financial statement preparation and reporting

* Notice to Reader compilation engagements

* Review Engagement Report engagements

Tax Services

* Corporate and personal tax planning and preparation

* General tax advisory services including corporate, personal, estates and trusts

* Estate and succession planning

* Family Trusts

* Corporate reorganizations

* Shareholder agreements

* Scientific Research & Experimental Development Tax credits

Business Advisory

* Structuring a purchase or sale of a business

* Business plans

* Assistance with starting a business