CM Financial Group

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Cassandra | Credit & Tax Specialist

Board Certified Credit Consultant ✔️
Authorized Efile provider ✔️
IRS software provider (AOA PRO SYSYTEMS)
Public notary ✍🏾
Tax mentor 💙

10/27/2026

A little tax planning now can make a big difference later. 💙

Before the year gets away from you, take a moment to:

✅ Check your W-4 withholding
✅ Track your side income and business expenses
✅ Consider any changes in your family or household
✅ Organize your tax records
✅ Review your retirement options

Everyone’s situation is different, but these are good places to start thinking about what may affect your return.

Swipe through the flyers for a closer look at each tip. ➡️

Have questions about your situation? Visit the CM Financial Group website or send me a message. Let’s get you ready for tax season! 💻

Filewithcmfinancial.com

A little tax planning now can make a big difference later. 💙Before the year gets away from you, take a moment to:✅ Check...
10/27/2026

A little tax planning now can make a big difference later. 💙

Before the year gets away from you, take a moment to:

✅ Check your W-4 withholding
✅ Track your side income and business expenses
✅ Consider any changes in your family or household
✅ Organize your tax records
✅ Review your retirement options

Everyone’s situation is different, but these are good places to start thinking about what may affect your return.

Swipe through the flyers for a closer look at each tip. ➡️

Have questions about your situation? Visit the CM Financial Group website or send me a message. Let’s get you ready for tax season! 💻

filewithcmfinancial.com 🚀

👻 PTIN PREPARER OR ERO… WHICH PATH IS RIGHT FOR YOU?Thinking about getting into the tax industry but unsure where to sta...
10/27/2026

👻 PTIN PREPARER OR ERO… WHICH PATH IS RIGHT FOR YOU?

Thinking about getting into the tax industry but unsure where to start? Or are you already a tax preparer ready to explore the next step?

Understanding the difference between a PTIN preparer and an ERO can help you decide which path fits your goals. 💻📚

At AOA Pro Systems, we’re here to help you learn, prepare, and build with support along the way. Whether you’re starting out or growing your tax business, you don’t have to figure it all out alone. 💙

🎃 Ghost the doubt and take the first step!

Visit our website to learn more about AOA Pro Systems and explore your options. 👻✨

aoaprosystems.org 👻

10/26/2026

I’m a tax preparer, but I’m not everyone’s tax preparer—and that’s okay. 💙

Some people already have someone they know and trust. Others may be looking for the lowest price. Everyone gets to choose what works best for them.

For me, tax preparation means taking the time to listen, ask questions, explain the process, and treat every return with care. I want my clients to feel comfortable reaching out when they have questions—not just during tax season, but throughout the year.

I’m grateful for every person who has trusted me, referred their family and friends, or supported CM Financial Group along the way. Your support never goes unnoticed. 🫶

If you’re looking for a tax preparer who will take the time to get to know your situation, I’d love to help.

📩 Send me a message to get ready for tax season!

Filewithcmfinancial.com 🕸️

10/26/2026

A new baby, a side hustle, a marriage, or a child starting college

life changes can mean changes on your tax return, too. 👏🏽

When we ask, “What changed this year?” we’re making sure we understand your situation and ask the right questions.

What’s one tax topic you wish someone would explain in plain English? 👀

Raising kids comes with plenty of expenses. Let’s make sure you know which tax credits your family may qualify for. 💙For...
10/24/2026

Raising kids comes with plenty of expenses. Let’s make sure you know which tax credits your family may qualify for. 💙

For the 2027 filing season (tax year 2026), the Child Tax Credit is worth up to $2,200 per qualifying child! 💰

Your child generally must be under 17 at the end of 2026. Income, Social Security number, residency, and other eligibility requirements apply.

The credit isn’t an automatic $2,200 refund—your amount depends on your tax situation.

Start gathering your income documents and your children’s information now so you’re ready when filing season arrives.

🌐 filewithcmfinancial.com
CM Financial Group

Childcare is a big part of the family budget. If you paid someone to care for your child so you could work or look for w...
10/24/2026

Childcare is a big part of the family budget. If you paid someone to care for your child so you could work or look for work, keep those records! 💙

For tax year 2026, filed in 2027, the Child & Dependent Care Credit may be worth:

💰 Up to $1,500 for one qualifying person
💰 Up to $3,000 for two or more qualifying people

Save your receipts, payment records, and your care provider’s name, address, and tax ID information.

Your credit depends on your income, eligible expenses, and other requirements. This credit reduces federal income tax owed and is nonrefundable.

Have questions about what to bring? Let’s get you prepared before tax season.

🌐 filewithcmfinancial.com
CM Financial Group

10/23/2026

Sometimes the hardest part is making the appointment because you already feel behind.

Maybe you haven’t filed in a few years. Maybe you started a business and your records aren’t organized. Or you received a tax letter, read it twice, and still don’t know what they’re asking for.

You don’t need to apologize or have all the answers before we talk. We’ll review what you have, identify what’s missing, and explain the next steps.🚨

I want you to feel comfortable asking questions and leave knowing what comes next.👏🏽

Filewithcmfinancial.com 🕸️

👻 Don’t ghost your goals!That business idea? That extra income you’ve been wanting? That next chapter? It’s time to brin...
10/22/2026

👻 Don’t ghost your goals!

That business idea? That extra income you’ve been wanting? That next chapter? It’s time to bring it to life. 💻💸

You don’t have to have everything figured out to take the first step. Explore our tax training and software options, ask questions, and see where this opportunity could take you!

🎃 Your future deserves more than “maybe next year.”

Visit our website to learn more, or message me “BOO” and let’s talk! 👻✨

Address

3102 Magic Avenue
Edinburg, TX
78542

Telephone

+19565966307

Website

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