CLIENT JOURNEY
DISCOVERY CONSULTATION
DEEP DIVE STRATEGY SESSION
YEAR ROUND SUPPORT
ANNUAL REVIEW + OPTIMIZATION
Concierge-Level Tax Advisory
We serve a limited number of clients to ensure our attention is undivided and our service is unmatched. From onboarding to ongoing support, CME delivers with excellence, speed, and clarity.
Case Studies
Explore how CME Consulting has transformed the financial landscapes of our past clients through meticulous planning and expertise. Our case studies highlight the unique challenges each client faced and the tailored solutions we provided. Dive into our work pattern and see how we can apply the same principles to your business for outstanding results.
Strategic, Not Just Reactive
“At CME, I finally learned what proactive tax strategy really means. Instead of reacting every April, I now have a year-round plan that builds wealth with intention. The team explains everything clearly and makes complex planning feel simple”.
Alex Smith
Client Review
True Partnership & Peace of Mind
“Working with the team at CME feels like having a financial partner fully invested in your success. They anticipate issues before they happen, keep everything compliant, and constantly look for ways to improve your results. It’s strategy with peace of mind”.
Drew Carlyle
Client Review
The Premium Advisory Experience
“At CME, it’s more than tax prep — it’s a full financial strategy designed around your goals. Every detail feels intentional, transparent, and elevated. You walk away understanding your numbers and feeling empowered to make smarter decisions.”
Charlie McMann
Client Review