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VerifiedAccounting· Founded 2005

Clm Financial Llc

Welcome to CLM Financial LLC Our predecessor, One-Stop Tax and Business Service, was founded in 1984 on the principal that a small tax preparation and bookkeeping firm can possess the necessary big-firm attributes while maintaining a personal touch with our clients. Over 30 years later, we still provide prompt, reliable service for our individual and business clients who are distributed throughout the Washington, DC metropolitan area. Many of our clients have remained with us during the entire time of operation. As of February 2016, we have merged with CLM Financial LLC, allowing us to expand our business service offerings. Capable of preparing returns for any state with a state income tax, we now serve clients across the country. We offer comprehensive, computer-based tax preparation service for individuals, small businesses (sole proprietorships, partnerships, corporations, LLCs, and LLPs), non-profit organizations, trusts and estates. Our current client base includes retail stores, contractors, day-care centers, beauty salon operators, service companies, youth homes and a variety of home-based businesses. In addition to tax preparation, we provide small businesses with monthly or quarterly bookkeeping and state-of-the-art payroll service. We are also experienced at preparing estate returns and fiduciary returns for estates and trusts. We will work closely with the estate’s administrator/executor to properly define the decedent’s final estate and prepare the estate return. We maintain active memberships with the several local and national accounting and tax organizations and annually attend continuing education seminars to stay abreast of the ever-changing industry regulations and trends.

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HeadquartersRockville, United StatesEmployees1 to 10Annual revenue<$1MFounded year2005Websiteclm-financial.comLinkedIn profileLinkedIn

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