CMH Advisors, operating as cpataxteam.com, is a full-service accounting advisory firm located in North Dallas, dedicated to helping small business owners achieve their next level of growth. They offer a comprehensive suite of services, including accounting, tax planning and preparation, payroll, and business advisory services. CMH Advisors distinguishes itself by taking an advisory-first approach, providing strategic financial guidance year-round, essentially acting as a CFO at a fraction of the cost. They are committed to helping businesses navigate the complexities of the financial landscape and achieve sustainable success.
CMH Advisors’ integrated service packages provide clients with comprehensive solutions, maximizing their experience and financial impact. Their services include in-depth financial analysis, budgeting, revenue and profit analysis, cash flow management, and industry KPI analysis. They also offer tax planning and projections, audit protection, and personal wealth management services, including financial planning and investment management. Recognized as one of the fastest-growing private companies in America, CMH Advisors is your trusted partner for achieving your business goals.
Sarah Shlakman
a year agoCMH provides high quality and timely services. Communication throughout the year ensures that there are no surprises. From my first meeting with Craig and Ian in 2022, I have felt complete trust that they not only have my best financial interests but also my personal wellbeing at heart. As they are my wealth managers as well as providing tax preparation, I am confident that both sides of their business have a complete picture and can act from a full base of knowledge.
Mark Lillie
a year agoI did my own wealth management for 20 years, at my old job, thinking no one would care about my money more than me. But since retiring, my wife has convinced me that my time is more wisely spent. With CMH, I don't even think about our investments. One of the best decisions I have ever made, trusting Craig Hausz to manage our money.
Barry Saul
a year agoCMH provides stellar high quality service. Nan Cook promptly responds to my inquiries. She is efficient coordinating a pre-preparation meeting providing timely estimates when the return will be ready for review. The website is extremely useful providing access to communications and returns as well as e-filing documents.
Al Gaither
3 years agoHave been with CMH for several years for personal income tax preparation.They have helped me with trust taxes, estate work, and personal income tax. Always very thorough, friendly, and responsive. My personal tax situation became more complicated, so I turned to CMH. CMH identified tax reduction opportunities I would have missed. I have peace of mind that my tax situation has been thoroughly examined and filed correctly and timely.
Bradley Moody
2 years agoI do not recommend this place! Prior to having my personal and business taxes completed by CMH I received a price in writing which I agreed to. After my taxes were done they added a extra 1200.00 in fees for services that I was not aware of or ever agreed to. The firm was very slow to respond to my emails on trying to resolve this issue. I even tried to get the owner Craig to call me and discuss this issue over the phone which I never received one phone call from him. He did give me a small break in the price for the services I never agreed to through email communication. This firm definitely lacks communication.