Call us today to see how we can help incorporate tax planning into your financial plan
NY Office: 518-885-3230
FL Office: 239-435-0090
Tax Preparation Fees: The CFM fee for Tax Preparation is based upon the number of forms and schedules required to file the tax returns. CFM will provide a fee estimate prior to working on your return. Clients are permitted to pay their Tax Preparation fee via credit card. CFM does not permit clients to pay Investment Advisory fees by credit card. Tax planning and preparation services are provided for CFM investment and financial planning clients.