Stop Overpaying.
Stop Stressing.
Start Protecting What You've Earned.
Expert tax preparation and IRS resolution for professionals and families who are tired of being underserved, overcharged, or left guessing if they did it right.
• 500+ Returns Filed • $2.3M in Client Tax Savings • Year-Round Support
The Problem With Most Tax Preparers
Order Takers, Not Strategists
They punch your numbers into TurboTax Pro, charge you $400, and call it a day.
- No planning for next year
- No deduction strategy
- No "here's what you're missing"
You're left wondering if you got the best outcome or just... an outcome.
Gone After April 15th
IRS notice in July? Business formation question in September? Good luck getting a callback.
Your financial life doesn't pause for 8 months. Why should your tax professional?
You need support when problems arise, not seasonal availability.
Siloed Service
They file your return but won't touch:
- Your LLC formation
- Monthly bookkeeping
- IRS notice resolution
- Quarterly tax planning
These aren't separate problems. They're connected. You need one expert who sees the full picture.
⚠️
Result: You either overpay (because nobody's strategizing) or you're underprotected (because nobody's watching).
Either way, the stress is killing you.
What Makes CM Financial Services Different
Real expertise. Real availability. Real results.
Full-Spectrum Tax Partner
Tax prep • Business formation • Bookkeeping • IRS resolution
One trusted expert for your entire financial structure. No more getting bounced between specialists.
Average client saves $4,200 annually through integrated strategy vs. siloed service.
Year-Round Availability
Questions don't wait for tax season. Neither should answers.
Monthly check-ins. Quarterly planning. IRS notice? We respond within 24 hours.
97% client retention rate because we don't ghost you in May.
Simple to Complex—We Handle It All
W-2 returns to multi-state S-Corps. First-time filers to seasoned investors.
Enrolled Agent credentials = IRS representation authority. Not just "tax preparer."
We've filed returns for Uber drivers and venture-backed founders. Competence scales.
Judgment-Free Zone, Always
Messy books? Years unfiled? IRS notice you've been ignoring?
We've seen it. We've fixed it. Zero judgment.
Plain English explanations. Respect for your time. Your stress ends here.
Hi, I'm Alexis Carson, EA
Your Partner in Tax Strategy & IRS Protection
I became an Enrolled Agent for one reason: I was tired of watching people get burned.
Burned by preparers who didn't know complex returns. Burned by DIY software that missed $10K in deductions. Burned by seasonal shops that disappeared when IRS notices arrived.
Here's what I know:
- The tax code shouldn't punish you for making good money
- You shouldn't feel stupid for asking questions—nobody taught you this
- Whether you're protecting six figures or maximizing your refund, you deserve competent service
What I bring:
Enrolled Agent license (IRS representation authority), [X] years handling everything from simple W-2s to multi-state S-Corps, expertise in business formation and year-round tax strategy.
My promise:
I treat your situation, whatever it is, with the same care I'd want for my own family. No jargon. No judgment. Just results that actually work.
✓ Enrolled Agent (IRS-Licensed Tax Professional)
✓ 10 Years Tax Preparation & IRS Resolution Experience
✓ Specializations: High-Earner Protection, Business Formation, Notice Resolution
✓ Year-Round Availability (Not Seasonal)
How It Works:
Three Simple Steps
From chaos to clarity in 90 days or less.
STEP 1: Get Honest
Free 30-minute consultation. You tell me what's actually happening:
- IRS notice keeping you up at night?
- No idea if you're overpaying?
- Books are a mess and filing deadline is coming?
I assess where you stand, what's urgent, and what's fixable. No sales pitch. Just an honest judgement free diagnosis.
STEP 2: Get Current
We handle what's urgent first:
- File missing returns
- Respond to IRS notices
- Catch up on quarterly estimates
- Clean up messy records
You get compliant, caught up, and breathing room. The panic stops here.
STEP 3: Get Structured
Now we build systems that keep you protected:
- Quarterly tax planning check-ins
- Proactive deduction strategy
- Business structure optimization (LLC vs. S-Corp)
- Monthly bookkeeping (optional)
You stop reacting. You start controlling. You sleep well again.
30 minutes. Zero pressure. Real answers.
What We Actually Do
From simple W-2 returns to complex multi-state S-Corps, and everything in between.
Tax Preparation & Planning
What it includes:
- Personal returns (W-2, 1099, Schedule C)
- Business returns (S-Corp, C-Corp, Partnership, LLC)
- Multi-state filings
- Amended returns
- Proactive deduction strategy
Who it's for: Everyone from first-time filers to high-earners with complex income streams.
Investment: Custom quote based on complexity.
IRS Problem Resolution
What it includes:
- Notice response & representation
- Back tax negotiation (Offer in Compromise, payment plans)
- Audit support
- Penalty abatement
- Wage garnishment release
Who it's for: Anyone with IRS stress—notices, audits, unfiled years, tax debt.
Investment: Case-by-case assessment.
First consultation free.
Business Formation & Strategy
What it includes:
- LLC vs. S-Corp analysis
- Entity formation & EIN setup
- Bookkeeping system setup
- Quarterly estimated tax planning
- Payroll structure (if needed)
Who it's for: Side hustlers ready to go legit, entrepreneurs scaling past $75K revenue.
Investment: Formation packages—consult for details.
Year-Round Advisory & Bookkeeping
What it includes:
- Monthly bookkeeping & reconciliation
- Quarterly tax planning sessions
- Estimated payment calculations
- Year-end tax prep
- Unlimited email/text questions
Who it's for: Business owners who want to stay ahead of problems.
Investment: Monthly retainer based on complexity.
Not Ready to Book Yet? Start here…
Download our Free IRS Peace Pack—everything you need to organize before filing, deductions most people miss, and IRS red flags to avoid.
No spam. No hard sell. Just practical guidance you can use right now.
Join 2,400+ people who've downloaded this guide.