Your Trusted Accountant in Cumming, GA for Tax Preparation & Bookkeeping
Making tax return filing easy, bookkeeping simple, and Quickbooks painless—so you can feel confident and stay focused on life or business. With over 30 years of experience, CDM Business & Tax Services provides professional, reliable help from a federally licensed Enrolled Agent.
Hundreds of Happy Clients & Counting
- Accuracy and Compliance
- Maximize Tax Savings
- Peace of Mind and Simplicity
The Stress of “Getting It Right” Adds Up Fast
You’re doing your best—navigating tax forms, sorting receipts, and trying to stay compliant. But it’s exhausting. You wonder if you’re missing deductions, fear messing something up, and dread hearing from the IRS. Even with software, you’re left with questions and no one to call. Meanwhile, time slips away, and peace of mind feels out of reach. It doesn’t have to be this hard.
Trying to handle taxes and bookkeeping alone might seem cheaper, but it often leads to costly mistakes. You miss deductions, pay penalties, or lose sleep worrying about an IRS letter you don’t understand. Every missed detail adds stress—and takes away from time with your family or business. It doesn’t have to be this way.
Let Me Handle the Numbers—So You Can Breathe Easier
I know how overwhelming it feels to manage taxes, bookkeeping, and QuickBooks all on your own—especially when every form, deadline, or IRS notice comes with the fear of making a costly mistake. I’ve helped hundreds of Georgia families and small business owners get organized, file confidently, and finally feel in control.
With over 30 years of experience and the credentials as an Enrolled Agent to back it up, I guide every client personally. Whether it’s reviewing old returns, cleaning up your books, or just making sense of your numbers, I give you clear answers and real peace of mind.
You deserve to stop guessing and start feeling confident.
Our Services
What you can expect...
Confident Filing
We review your returns and ask the right questions so you file with accuracy, which means you avoid penalties and feel confident every step of the way.
Organized Finances
We clean up your books and streamline your systems so you stay on top of everything, which means less stress and more control over your money.
Trusted Support
You work directly with an experienced pro so you get clear answers fast, which means you always have someone in your corner.
Here's How It Works...
Step 01
Schedule a Consultation
Book a quick, no-pressure call to talk through your tax or accounting needs so you can get expert guidance from the start.
Step 02
Review Returns & Financials
We dig into your past returns and books to find missed deductions and errors so you can recover lost savings and avoid repeat mistakes.
Step 03
File With Total Confidence
We handle your current filing or bookkeeping needs with care and clarity so you can relax, save money, and stay fully compliant
What You'll Get...
Federal & State Tax Return Preparation
Prepare and file your returns accurately and on time—so you never have to second-guess a number.
Year-Round Tax Planning Check-In
Help you plan ahead so you’re never caught off guard, and always prepared for what’s coming next.
IRS Notice &
Audit Support
Get help to understand and respond clearly—without the panic or confusion.
One-on-One Local Service
You’ll work directly with me, not a team of strangers. Honest, consistent support from someone who knows you and your community.
On-Demand
Tax Consultations
Have a question? I’m here to explain things in plain English and give you reliable advice you can act on.
Annual Tax Strategy Session
A one-on-one planning session to adjust for life or business changes before tax season hits.
Frequently Asked Questions
Isn’t hiring a professional more expensive than doing it myself?
It might seem that way at first, but most clients end up saving more through accurate filings, missed deductions, and avoiding penalties. It’s an investment that pays for itself.
I already use tax software—why would I need you?
Software can’t replace real guidance. We catch what automated tools miss, and we’re here to explain everything clearly so you’re never left guessing.
What if my books are a mess or I’ve missed deadlines?
No judgment here. We specialize in helping clients clean up and catch up. Whether it’s back taxes or disorganized records, we’ll get you back on track.
How hard is it to switch from my current accountant?
Not hard at all. We handle the entire transition for you and review your past returns to make sure nothing was missed.
Do I really need help if my business is small?
Absolutely. Even the smallest businesses benefit from clean books, accurate filings, and a trusted expert to call when questions pop up.
How much will this cost me?
We offer fixed-fee pricing so you know exactly what to expect. No surprise invoices—just predictable, honest pricing.