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Our Services

The team of professionals at CPCM & Co. are pleased to provide the following services. We strive to meet the goals of our clients by providing them timely, relevant, and effective service.


  • Financial statement preparation and reporting
  • Compilation engagements
  • Review Engagement Report engagements

Business Advisory

  • Structuring a purchase or sale of a business
  • Business plans
  • Assistance with starting a business

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