CMM Financial Services Accounting Firm

CMM Financial Services Accounting Firm

Reviews Summary

The majority of reviews are extremely positive, highlighting exceptional service, professionalism, and personalized care. Many praise the team's efficiency, knowledge, and ability to maximize returns, often describing them as trustworthy and dedicated. A few negative reviews mention poor communication, delayed service, and unexpected fee increases, but these are outliers. Overall, the consensus is highly favorable, with strong recommendations for tax and financial services.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Contact Information

Address

1111 Magnolia Ct STE 201

Moore, Oklahoma 73160

Hours

Sunday Closed
Monday 7:30AM-4:30PM
Tuesday 7:30AM-4:30PM
Wednesday 7:30AM-4:30PM
Thursday 7:30AM-4:30PM
Friday 7:30AM-2:30PM
Saturday Closed

Customer Reviews

Hoang is the best person you could have work on your taxes. He cares about you and wants the very best for you and your family. I highly recommend you take your business to him and his team. You won?t be disappointed

This is an outstanding company! I needed a good tax place and I got an awesome tax place. I was worried about paying taxes this year and Hoang and his staff kick some tail and now I am getting a refund from both the federal and state. I highly recommend CMM Financial for any business or tax related services.

Very happy with the help we received from this team on our 2024 taxes! We really feel like they took really good care of us and worked hard to get the best return possible! This team cares just as much about the relationship as they do the numbers.

I?ve had an ongoing tax issue for the last year thats been weighing heavily on me. I was recommended CMM Financial via a family member to try and solve it. I walked in Monday to meet with a financial specialist and walked out stress free. The man assured me that he would have it corrected. The very next day, I was contacted and told that it had been taken care of. Quicker service than Amazon prime ??

CMM takes the worry out of tax season! They make a painful process SO MUCH EASIER! This is the ONLY place I trust to have my taxes completed! By far the best I've ever worked with. Knowledgable, personable, and generous. Simply the best!

CMM Accounting/Tax Firm has an awesome team who are passionate about their work and customers. The business is led by the one and only Hoang Lamb, whose reputation as a genuine and dedicated professional precedes him. I can vouch for Hoang?s integrity and outstanding character, which undoubtedly reflect in the quality of service CMM delivers. If you?re looking for a reliable and committed accounting/tax advisor, CMM Financial is the place to go!

I highly recommend CCM Financial! Ricky and Hoang did a great job answering my tax questions, especially in regard to my business. Not only that but they did their thang and got me a bigger return on my taxes than I expected! Very knowledgable, professional yet personable. The CMM Team are your people if your looking for a personalized experience with with great results!

Chris is a tremendous tax professional. He was able to meet with me at the time that we had previously scheduled and immediately began working through the documents I had brought into the office. A few minutes later, the process was complete and my tax information was submitted and I was able to push forward knowing that my taxes were finished correctly. I recommend that everyone visit Chris for financial services because he cares about his clients and encourages them to make the right decisions when doing

Chris was an amazing CPA. I have used his services since 2011 and up until 2021 I never had any complaints. Last year was the first year someone other than Chris did our taxes. Communication was very poor and the time frame was longer than expected. The worst part is that the fee tripled between 2020 and 2021 and we weren't notified until after our taxes were prepared. I called again this year and asked if the fees had normalized and to my dismay they were even higher. It's heart breaking what happened to C

Chris is great! We have been working with him for our taxes the last few years & have been very pleased. He's always willing to answer our questions & is very knowledgeable! He has helped me to understand the ins/outs of starting my new business the right way. Highly recommend!

Chris has done an exceptional job helping our family! There have been so many business changes for us this year and he is always available to answer questions and to make sure we are doing everything correctly and efficiently. We highly recommend him and will continue to have him assist us in our taxes, book keeping & business ventures!

My husband and I started our own business in 2017 and Chris Marble came as a recommendation from several others who couldn't say enough about him. We took a chance (we live outside of Oklahoma) and went with Chris because of the previous reviews. He has maintained the most amazing communication with us via all forms (email, phone, text, facebook, etc) to make this as easy and smooth as possible for us and has completed our tax documentation in record time. He truly puts individualized effort into each cl

Very professional group of people. They do an awesome job of making you feel as if you are their main priority and not just another client. Very personable and a pleasure to work with.

I have used Chris for several years and not had a problem. This year is a complete turn around. I gave them my tax paperwork months ago, and still have not had them filed. No one answers the phone, and no one returns calls when you leave a message. There is no communication from them at all. If you know that you have too much work, and it will take months to do someone's taxes, you need to let them know. This is terrible service, and not a good way to run a business.

CMM helped me setup understand the benefits of setting up an LLC for my real estate as well as why bookkeeping is so important. Hoang and Ricky were insightful about the benefits of small business. They now have a client for life. I will spread the word of CMM! Fantastic team!

My name is Dan Vega, I am a big fan of Defining Moments Podcast! I live in New Jersey and have been following the podcast for the past 3 years .I heard about the sponsor of the show! I have been having trouble with bookkeeping and taxes. My calls or emails get answered literally 3 weeks after I send the message or leave it! I looked up CMM and called and realized I was talking to the CEO of CMM and he was also the host of Defining Moments Podcast!! He explained why bookkeeping is so vital the my business an

We have been a clients since 2012, Chris is very informative and knowledgeable plus his ability to answer our questions has been very timely. Being a full time employees and having a small rental business, Chris's tax advice has been very instrumental for our success. I feel very confident each time we file and anytime there is a change Chris is one of the first people I notify to ensure we report any changes correctly to avoid costly tax mistakes.

CMM is the best! World-class service and committed to details. They have helped us tremendously and I highly recommend them to anyone needing accounting and financial services.

We had a personal meeting with Hoang where he helped and solved our problems/concerns. Hoang and his team are very knowledgeable and professional. They?re experts within their field and also have great connections which ensure that all their clients? questions and concerns are addressed. They really care for their clients! We?re glad that we?ve found them.

Chris is honest & dependable. CMM does my individual & business taxes every year. I can be rest assured that my taxes are accurate as Chris keeps up yo date on all the new tax laws. He always answers my questions with patience. Most of all he is a man of integrity as he serves God and his clients in his business practices.

Great customer service and the best possible tax refund from Chris! He's a great guy doing great work! He is very reasonably priced and can do any state and federal! My permanent tax guy for sure! Military friendly!!

CMM knocked it out of the park for us! WOW, they jumped through some major hoops for us. I can?t thank you enough to your team and how much we appreciate them! We called them on a Sunday in a pinch and they were nothing but helpful for us to meet our deadline! Plus, they saved us a ton of money. They are very professional and knowledgeable. I would highly recommend them and will continue to use them year after year! Give them a call, you won?t be disappointed!!

We really like Chris and have tremendous respect for him. We highly recommend Chris for your financial needs. He is efficient, thorough and has our best interest in mind. He has saved us money every since we started using him. I trust him with all of my financial needs. He is the best.

CMM completed my taxes in a prompt, courteous and professional manner. I highly recommend them to anyone needing tax service services!

Had a great meeting yesterday when filing my taxes!! I had given up on planning a vacation this year, but after the refund they were able to get me- VACATION is back on!! Highly recommend their services!

Chris has done an excellent job for our company taxes the past several years. I would recommend him to anyone that needs their taxes done. He does a great job & is very efficient.

CMM was extremely helpful when we needed a very quick turnaround on filing multiple 1099s. They were easy to work with and had great customer service. Thank you CMM.

I wish I discovered CMM Financial years ago. They focused on the issues beneficial to my circumstances and have made me feel like family in the process. I?m looking forward to a long relationship with Hoang Lam and the CMM Team.

Hoang and CMM financial have put me on the right track with my small business. Hoang is extremely optimistic and he spreads a message of positivity. It?s always refreshing speaking to CMM financial, knowing they want what?s best for me.

Highly recommend! Ricky and the CMM staff are very knowledgable and professional! I appreciate their great customer service and their attention to detail in working to get me the best tax return possible!

Chris is efficient, informative and very thorough in his preparing and filing of our taxes. I never hesitate to recommend him when friends are looking for an accountant.

Hoang and Ricky were fantastic to work with. They sat down with us, and took the time to get to know us, so they could work towards our individual income tax needs.

The best accounting services Sapmystyle Inc. has ever had. They are miracle workers. I recommend them all fay every day. Thank you team!!

CMM saves me thousands of dollars on my taxes every year! They are professional and stay up to date on new laws and regulations. I highly recommend them! Ann Heinrichs

Chris has been in business for 20 years and offers a var?ety of services to his clients. His expertise in the real estate business, oil and gas industry, and CRNA profession give him the competitive edge to maximize deductions.

I?ve done my taxes with them since ?07. Chris is by far the most knowledgeable accountant around. Highly recommended.

We've been going to CMM for several years now, has saved us LOTS of money. Chris is a nice guy who really seems to care about helping us out.

Professional, polite, thorough and efficient. So thankful to have found Chris after having stressed over doing my own taxes for so many years.

Chris has been doing my taxes for the last 10 years. He is the best accountant in Oklahoma.

Excellent advice and very knowledgeable! They truly work with you, answer your questions and treat you with utmost respect. I HIGHLY recommend them

Hands down fastest and best service you'll get with getting taxes done!!!! I highly recommend you going to Chris for all financial needs and not just taxes.

There?s no one better!! Rest easy with CMM Financial. They will take care of all your needs. I couldn?t ask for more. Thank you! Thank you! Thank you!

Very helpful. Made it easy. Maximized my return and fought for me. Very affordable

I highly recommend Chris Marble. He is efficient, thorough and has your best interest in mind.

Hoang?s service to me has been nothing short of amazing.

General all around great positive people with the experience that you want!

A+ service. Hands down, the best group of cpas around!!

The receptionist is extremely condescending and unwilling to assist.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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