CMA Accounting and Bookkeeping


Now Accepting New Clients

Professional Services


Your Fingertips!

Our Services

Offering expertise in all areas of federal and state taxation for both individuals and businesses.

Our secure client portal comes equipped with a mobile application featuring a native PDF scanner so that you can upload your tax documents securely at your own convenience! The website portal and mobile application include a secure chat feature which allows you to ask questions, view and approve our final work products, and download your tax forms at any time.


Our cloud-based document storage will store your completed tax returns for three years following completion, so you can always easily find, access, and retrieve documents whenever you need them. Our platform includes electronic signatures with knowledge-based authentication (KBA) allowing submission of your signature at your convenience so our team can file the necessary forms for you without waiting on mail or a trip to our office! 


Benefits of our secure client portal:

  • Secure Chat Messaging - contact our team, ask questions, view and approve final work products, and download your documents from chat at any time
  • Document Storage - secure cloud-based storage allows for easy access and retrieval of your documents which are retained for three years from job completion
  • Submt Electronic Signatures - with knowledge-based authentication (KBA) you can sign documents at your convenience without mailing or stopping in person.
  • Access Two Ways:

                    1) Our mobile app (iOS & Android) that has a native PDF scanner

                    2) Through our online portal

The Process


Step 1: Fill out the Contact Us Form with some details about how we can help you


Step 2: We'll respond with information about our portal and how everything works through your preferred method of communication


Step 3: Create your Client Account in our Client Portal and download our Mobile Application


Step 4: Access your account to sign our Engagement Letter, upload documents, complete Client Organizers, ask questions, and pay invoices


Step 5: Review and approve the documents that we prepare for you in our secure online portal


You will find our current pricing information on this page. Variable rates are subject to change periodically. Any fees published on this webpage are finalized in November and not subject to change until the conclusion of the filing season. We strive to provide the highest quality services at the most affordable prices.


Fees for business services are dependent on the scope and frequency of services required. Business clients are encouraged to schedule a consultation to receive an estimated cost of business income tax preparation, bookkeeping, or payroll services.


Our team offers expertise in tax advising, cost-basis calculations, audit representation, small business tax advising, payroll services, and business start-up services. Schedule a free consultation to receive an estimated cost for the services that you are interested in! If you are interested in starting a business, we can help you file the proper formation documents and set-up all of your tax accounts! Our partnering law firm is available to help draft an Operating Agreement, Corporate By-Laws, or a Partnership Agreement.

CMA Accounting and Bookkeeping accepts the following payment methods:

  • ACH Bank Account Transfer

  • All major Credit Cards: Visa, MasterCard, Discover and American Express

  • Refund Transfer (processing fees may apply)

  • Bitcoin - eligible for a 10% discount

We Are Here to Help!

Start preparing for tax season as early as you would like! We are available for year-round advising.


Contact Us now with any question about how changes in tax laws or changes in your circumstances may impact your 2023 tax return.