The 3 steps to your success this tax season!

The 3 steps to your success this tax season!

Thank you so much to the 4,000 that have joined our LinkedIn tax season events!

 

Our goal is to provide you with the best tax preparation experience by reducing your income tax liability. In order to accomplish this goal, we have a system that will maximize efficiency & not cause delays in the preparation of your taxes due to missing items. This will ensure that we will be able to provide you with the optimal results on your tax return.

 

Here are your next action steps to master the tax game:

 

1. Call our office at (405) 919-3965 to request a CMM Financial PDF packet & wait to receive all of your tax documents that will be included in your tax return.

 

2. Once you have gathered all of your tax documents, you can scan (or take clear pictures with your phone) & email all of the pertinent pages of the PDF packet along with all of your tax documents to [email protected]

 

3. After you have provided our office with your paperwork, please give us a call at (405) 919-3965 to schedule your tax appointment.


Spaces are filling up quickly, so don’t delay!

 

We appreciate your business & look forward to working with you!

 

Thank you!



CMM Financial, Inc.

3535 NW 58th St., Ste. 765

Oklahoma City, OK 73112

(405) 919-3965

[email protected]

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