Proactive, aggressive, fully legal tax reduction for business owners and high earners. We don't just prepare your return — we engineer it throughout the year so filing day is a formality.
Most CPA firms are built around compliance — getting the return filed accurately and on time. That's necessary, but it's table stakes. The real value lives in what you do before December 31st, not after.
At CMLX, we take a tax-first approach to every financial decision. Every dollar you earn, invest, or spend has a tax consequence — and we position ourselves upstream of those decisions so we can optimize them before they're locked in.
We hold CPA licenses, Enrolled Agent designation, and CFP® credentials — giving us the legal authority to represent you before the IRS and the financial planning depth to integrate tax strategy with your wealth-building objectives.
Our philosophy: The best tax return is the one that shows the least legally permissible income. We build that return 12 months before it's due.
| Service | Detail |
|---|---|
| Tax Strategy Planning | Year-round proactive reduction planning |
| Business Tax Preparation | All entity types — S-corp, LLC, Partnership, C-corp |
| Individual Tax Preparation | High-income W-2, 1099, K-1, investment income |
| Entity Structuring | Optimal structure to minimize SE and income tax |
| IRS Representation | Audits, notices, collections, appeals |
| Tax Resolution | Back taxes, installment agreements, OIC |
| Estate & Trust Returns | Form 1041, estate tax returns, gift returns |
| Cost Segregation | Accelerated depreciation for real estate |
| Retirement Planning | Solo 401(k), SEP, DB plans, Roth conversion |
These are the highest-impact areas where proactive planning consistently delivers measurable results for our clients.
Cost segregation, depreciation acceleration, 1031 exchanges, short-term rental strategies, and real estate professional status elections for eligible clients.
S-corp elections, reasonable compensation analysis, accountable plans, Section 105 medical, retirement plan design, and qualified business income deductions.
GRATs, QPRTs, charitable remainder trusts, irrevocable life insurance trusts, and generational transfer strategies designed to move wealth tax-efficiently.
Defined benefit plans, mega backdoor Roth, strategic Roth conversions, IRMAA management, and RMD planning to minimize lifetime tax on retirement income.
Back tax liabilities, audit representation, penalty abatement requests, installment agreements, offers in compromise, and innocent spouse relief.
Investment portfolio coordination, wash-sale rule navigation, capital gain and loss timing, and charitable contribution strategies using appreciated assets.