
Sound Financial Navigation
Providing a comprehensive set of services for companies and individuals seeking bookkeeping, CFO & Management Services, financial planning, payroll and tax preparations
CM Williams & Associates
Proudly Serving Delaware, Maryland, New Jersey & Pennsylvania
Business Hours
Monday – Friday: 8am – 4pm

Voted Best Business Consultant
Our goal is to provide our clients with a level of support that cannot be found anywhere else. CM Williams & Associates has the experience and knowledge to help you reach your goals. We invite you to find out more about our team. Contact us (link to contact us) to see how we can help you!
We invite you to find out more about our team. Please feel free to stop in and meet us in person or give us a call. We’re here to help!
Latest News & Helpful Information
IRS issue guidance on Trump Accounts established under the Working Families Tax Cuts; notice announces upcoming regulations
The government issued a notice announcing upcoming regulations and providing guidance regarding Trump Accounts, which are a new type of individual retirement account (IRA) for eligible children.
Don’t let grinchy scammers ruin holiday gift card giving
Since 2019, has received over 1,000 gift card phishing emails averaging 200 per year. Don’t fall prey!
Treasury, IRS provide guidance for individuals who received tips or overtime during tax year 2025
The IRS is in the process of updating income tax forms and instructions for taxpayers to use this filing season that will assist them in claiming these deductions.
401(k) limit increases to $24,500 for 2026, IRA limit increases to $7,500
The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2026 has increased to $24,500, up from $23,500 for 2025.
IRS issues FAQs on Form 1099-K threshold under the One, Big, Beautiful Bill; dollar limit reverts to $20,000
The Internal Revenue Service today issued frequently asked questions in Fact Sheet 2025-08.
IRS releases tax inflation adjustments for tax year 2026, including amendments from the One, Big, Beautiful Bill
See post for an overview of the adjustment and amendments.
