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Personal Tax Preparation
Individual and family returns, credits, dependents, education, retirement, investments, and other personal tax situations.
Request tax help ↗ Tax preparation with personal guidance.
Your taxes deserve a smarter plan.
Clear answers, careful preparation, and personal attention for the tax decisions that matter to you and your family.
Your inquiry and appointment request are sent securely to our office.
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.
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Self-Employed & Business
Schedule C, 1099 income, rental property, farm income, and small-business tax preparation.
Start your inquiry ↗03
Prior Years & Amendments
Support with unfiled years, corrections, omitted income, and amended federal tax returns.
Get started ↗04
Credit Services
Personalized credit-file review and help challenging information that may be inaccurate, incomplete, or unverifiable.
Request a review ↗05
Notary Services
Professional notarization for affidavits, authorization letters, powers of attorney, bills of sale, and more.
Contact Cassandra ↗06
Resolution & Insurance
Help understanding IRS notices plus guidance exploring insurance options for your family and financial goals.
Tell us what you need ↗ What to expect
A clear process from hello to filed.
Choose the next step that works for you. Your inquiry, appointment details, and follow-up information stay organized securely in one place.
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Tell us what you need
Complete the secure client inquiry or choose an available appointment time.
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Receive your confirmation
Appointment details and follow-up messages are delivered using the contact information you provide.
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Prepare your documents
We will let you know which tax documents and information apply to your situation.
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Meet with Cassandra
Ask questions, review your return, and leave with clear next steps—not more confusion.
Trusted tax-time resource
Our banking partner.
CM Financial Group works with Refund Advantage to offer eligible clients convenient tax refund-disbursement and advance options.
Refund Advantage®
Refund Advantage
Tax-time banking solutions designed to provide eligible taxpayers with convenient refund options through CM Financial Group.
Tax refund solutions
Bank products are optional and subject to eligibility, approval, applicable terms, and fees. A tax refund and any refund advance 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.”Work With Cassandra
Cassandra MedranoFounder · CM Financial Group
Ready when you are
Let’s make your next move the right one.
Start your secure intake or choose an appointment time. Your details will be kept organized for personal follow-up from our office.