What to Expect When Working with CMP Tax Management

At Bradford Financial Advisors, we believe true financial planning goes beyond investing—it includes tax strategy, too. That’s why we offer in-house tax support through CMP Tax Management. While many financial firms send clients elsewhere for tax help, we’ve built it into our process—because your investment plan and your tax plan should never operate in isolation.

Whether you’re a long-time client or just getting started, here’s what makes our approach to tax planning different—and what you can expect when you work with CMP Tax Management.

Tax Planning, Not Just Tax Filing

Most people only think about taxes once a year—usually in a rush, and usually with a stack of paperwork. But tax planning is a year-round process, and it can play a powerful role in helping you keep more of what you earn and invest.

With CMP Tax Management, we don’t just prepare your return and send you on your way.

We take time to:

• Review your full financial picture (income, investments, retirement accounts)

• Identify tax-saving opportunities based on your goals

• Coordinate strategies across accounts (Roth conversions, RMDs, charitable giving, etc.)

  
  

The result? A financial plan that’s not just smart—but tax smart, too.

Why Our Clients Have an Edge

What sets Bradford Financial Advisors apart from many other firms is this: We don’t outsource tax strategy—we integrate it.

Our team includes an Enrolled Agent, a federally-authorized tax professional who can represent clients before the IRS and bring deep insight into even the most complex tax situations. That means when we build a financial strategy, we’re already considering how your tax picture fits into it—today, next year, and into retirement.

Not every advisory firm has this level of coordination in-house. But we believe our clients deserve more than a surface-level plan. You deserve a team that sees the big picture—and fine-tunes the details.

What Working with CMP Looks Like

Our process is designed to be both thorough and comfortable. Here’s what you can expect:

1. Introductory Consultation

   We start by reviewing your previous returns and understanding your personal or business situation. If you're already a financial planning client, we integrate the tax side directly into your planning conversations.

2. Collaborative Tax Strategy

   From estimated payments to withholdings to deductions and credits, we help you proactively plan—not just react.

3. Expert Preparation and Filing

   Come tax time, we handle the details with care and accuracy. You can expect transparent communication, helpful reminders, and answers you can understand.

4. Ongoing Support

   Have a question in July? Planning for a major financial move in October? We’re here year-round—not just in April.

Conclusion: Advice That Connects the Dots

Taxes don’t exist in a vacuum—and neither should your financial advice. At Bradford Financial Advisors, our partnership with CMP Tax Management gives our clients a clearer path forward: one where financial decisions and tax consequences are part of the same conversation.

When your tax strategy and your investment strategy work together, you're better positioned to build and protect your wealth.

Curious how a tax-savvy plan could benefit your bottom line? Let’s talk. CMP Tax Management is here to help you see the whole picture—and make decisions with confidence.

Investment advisory and tax services offered through HBW Advisory Services LLC.