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Personal Tax Preparation
Individual and family returns, credits, dependents, education, retirement, investments, and other personal tax situations.
Start my tax return ↗ CM Financial Group · Nationwide Tax Preparation
Your taxes.
Handled with care.
For your family, your business, and whatever this year brought your way. Get clear answers and personal support from Cassandra.
Ready to file? Use our secure client app to enter your information and upload tax documents.
01Personalized attention
02Clear, honest communication
03Confidential client care
Client services
Support built around your life.
Whether you are filing this year, catching up, running a small business, or planning your next financial move, you will receive practical guidance without the confusing language.
02
Self-Employed & Business
Schedule C, 1099 income, rental property, farm income, and small-business tax preparation.
Start my tax return ↗03
Prior Years & Amendments
Support with unfiled years, corrections, omitted income, and amended federal tax returns.
Book a consultation ↓04
Credit Services
Personalized credit-file review and help challenging information that may be inaccurate, incomplete, or unverifiable.
Book a consultation ↓05
Notary Services
Professional notarization for affidavits, authorization letters, powers of attorney, bills of sale, and more.
Book a consultation ↓06
IRS Notice Support
Help understanding IRS notices and identifying the next steps for your tax situation.
Book a consultation ↓ What to expect
A clear process from hello to filed.
Already know you are ready to file? Start directly in our secure client app. If you have questions first, book a consultation with Cassandra.
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Choose how to begin
Start your return in the client app or choose an available consultation time.
- 02
Enter your information
Use the secure client app to add your details and upload the tax documents needed for your return.
- 03
Receive your confirmation
Consultation details and follow-up messages are delivered using the contact information you provide.
- 04
Review with Cassandra
Ask questions, review your return, and leave with clear next steps—not more confusion.
YOUR FREE TAX-SEASON HEAD START
Less scrambling.
More ready.
Get our printable tax document checklist for individuals, families, and small-business owners. Enter your email below to open your free download.
A PEEK INSIDE
✓ Income forms & personal information
✓ Dependents, education & childcare
✓ Business income & expense records
Printable PDF · Easy to follow · Yours to keepBy submitting, you request this checklist and allow CM Financial Group to respond about your request. No tax documents are needed. Privacy Policy
FREE DOWNLOAD
Get My Tax Checklist
A simple list. A smoother tax season.
Let's talk about your taxes
A little guidance.
A clear next step.
Have a question before you file? Choose a consultation time with Cassandra below.
CM FINANCIAL GROUP
Times shown in the calendar's selected time zoneSchedule with Cassandra
Having trouble viewing the calendar?
Open Booking Calendar ↗Already ready to file? You can start your return directly.
Start My Tax Return ↗Prefer to call? 956-596-6307 More flexibility for tax season
File with options that work for you.
CM Financial Group works with Refund Advantage to offer eligible clients convenient ways to pay and receive their refund.
A flexible way to file
Pay from
your refund.
Eligible clients can choose to have tax preparation fees deducted from their refund when it is issued, instead of paying those fees upfront. Bank product fees may apply.
Start My Tax ReturnAvailable starting January 1
Pre-ack advances
up to $7,500.
Eligible clients may apply before IRS e-file acceptance begins. Approval and the amount offered are determined by the partner bank.
JANUARY 01
Refund AdvantageBanking partner
Printed checksAvailable refund option
Fast Money CardAvailable refund option
Refund advances are optional bank products, separate from your tax refund. The $7,500 amount is a maximum, not a guaranteed offer. Availability, approval, amount, terms, and fees are determined by the partner bank. Paying preparation fees from your refund is optional, subject to eligibility and applicable fees; those fees reduce the amount you receive. Tax refunds and advances are not guaranteed.
The person behind the numbers
Hi, I’m Cassandra.
I’m glad you’re here.
I’m a mom of three, a daughter shaped by my parents’ hard work and encouragement, and the person who will sit down with you when it is time to make sense of your taxes.
With three years of tax-preparation experience, I help individuals, families, self-employed clients, and small-business owners move through tax season with clearer answers and personal guidance—wherever they call home.
3 yearsTax-preparation experience
NationwideClient support beyond Texas
Personal guidanceClear answers at every step
I built CM Financial Group for people who want to feel heard, comfortable asking questions, and confident about the next step. I know a tax return is never just paperwork. Behind it is a family, a business, a plan, or a year that did not go the way you expected.
I will take the time to understand your story, explain what I am doing in plain language, and treat you with the same care I would want for my own family.
“You deserve to leave with answers, not more questions.”Book a Consultation
Cassandra MedranoFounder · CM Financial Group
Frequently asked questions
Common questions, clear answers.
What do I need to start my tax return?
Have your photo ID, Social Security or ITIN information for everyone on the return, income forms, and any documents related to credits, dependents, education, health coverage, business income, or expenses.
Can I file with CM Financial Group if I do not live in Texas?
Yes. CM Financial Group serves clients nationwide. You can enter your information and upload documents securely through our client app.
How do I send my tax documents?
Use the “Start My Tax Return” button to open our secure client app. From there, you can enter your information and upload your documents directly.
When are tax refund advances available?
Beginning January 1, eligible clients may apply for a pre-ack advance of up to $7,500. Approval and the amount offered are determined by the partner bank and are not guaranteed.
How can I receive my tax refund?
Available disbursement options include a printed check or the Fast Money Card. The options available to you may depend on the bank product selected and applicable terms.
Do you prepare self-employed and small-business returns?
Yes. We prepare returns involving 1099 income, Schedule C businesses, rental property, farm income, and other small-business tax situations.
Can you help with prior-year or amended returns?
Yes. We can help review unfiled years, omitted income, corrections, and amended federal returns. The exact documents needed depend on your situation.
Are refund advances guaranteed?
No. Refund advances are optional bank products, not the tax refund itself. Approval, amount, terms, and fees are determined by the partner bank. Tax refunds are not guaranteed.
Ready when you are
Let’s make your next move the right one.
Ready to file now? Begin securely in our client app. If you need to talk first, book a consultation with Cassandra.
Send CM Financial Group a message
Have a question about our services? Tell us how we can help.