Exceptional accounting, tax, and advisory services require more than technical expertise. They require judgment, perspective, and a deep understanding of the people behind the numbers. For more than 94 years, C+M has helped individuals, families, and businesses navigate complexity, seize opportunities, and plan confidently for the future through what we call Actual Intelligence—the combination of experience, continuous learning, and human understanding.
The right tax decisions create opportunities long before a return is filed. We help clients structure businesses, manage risk, identify tax-saving opportunities, and plan confidently for growth, succession, and long-term financial success.
By combining accounting, reporting, and tax planning under one experienced team, we help business owners make informed decisions, improve efficiency, and stay focused on growth.
We help families, trustees, executors, and foundations navigate complex planning, compliance, and wealth transfer decisions with confidence and compassion.
Whether buying, selling, or passing a business to the next generation, we help clients navigate transitions with practical guidance, strategic planning, and decades of experience.
We provide proactive tax planning, objective guidance, and coordinated support that helps individuals and families preserve wealth, reduce risk, and pursue their long-term goals.
From established family businesses to expanding middle-market companies, we help business owners navigate growth, manage complexity, and plan for the future. Drawing on decades of experience across industries, we provide strategic guidance, proactive planning, and the practical insights business leaders need to make confident decisions.
Creative firms face unique challenges as they balance innovation, growth, and profitability. As a long-standing advisor to the Bay Area's creative community, we help clients build strong financial foundations, navigate change, and create the stability needed to focus on their craft.
Professional service organizations rely on thoughtful planning, strong financial management, and trusted advice. We help our clients optimize operations, manage tax obligations, plan for growth, and position their businesses for long-term success.
Real estate ownership and partnership structures require careful planning and experienced guidance. Whether acquiring, developing, managing, or transferring assets, we help clients navigate complexity, improve outcomes, and make informed decisions at every stage of the investment lifecycle.
