×Partner Web & Growth Proposal
Cunningham, Malone & Morton Tax Professionals logo
Cunningham, Malone
& Morton The Tax Professionals Eureka · Northern California · Est. 1994
Strategic digital overview · Prepared for the partners

Thoughtful counsel.
Enduring client trust.

An institutional digital front door for Cunningham, Malone & Morton that unites proactive tax strategy, North Coast enterprise accounting, estate succession, and one-tap client portal access.

  • (707) 441-1111 Eureka CPA practice & advisory desk
  • Tax Strategy · IRS Resolution · Estate & Trust
  • Secure client portal & organizers one tap from every page

Karina CarilloPrepared by Karina Carillo · Brandcore

Interactive 3D Architectural Ledger Stage · Move pointer to tilt
  • Client portalOne tap from every page
  • Scope matcherEntity & estate routing
  • (707) 441-1111Tap-to-call Eureka office
01 / 07
Cunningham, Malone & Morton Tax Professionals logo Cunningham, Malone & MortonThe Tax Professionals · Eureka, CA
02The Foundation & Site Audit
North Coast CPA & tax advisory · Since 1994

Trusted counsel for
North Coast families & enterprises.

From timber, agriculture, and marine enterprises to multi-generational family trusts, CMM’s partners deliver high-trust counsel—yet cmmtax.com currently undersells that authority.

01

Comprehensive tax strategy & IRS resolution

Proactive multi-year tax minimization, S-Corp/partnership filing, and steady representation before the IRS and Franchise Tax Board.

02

North Coast business accounting & advisory

Financial statement preparation, payroll, cash-flow forecasting, and entity structuring for Humboldt County operators.

03

Estate, trust & generational succession

Fiduciary trust tax compliance, estate preservation, and closely held business succession planning.

Cunningham, Malone & Morton Tax Professionals logo Cunningham, Malone & MortonThe Tax Professionals · Eureka, CA
03Client Journey
Clock-ticking quarterly tax deadline moment

4:40 PM before a quarterly
tax & succession deadline.

4:40 PM before a quarterly tax & succession deadline in Humboldt County. A business owner needs CPA counsel on an S-Corp restructuring or estate trust—compare both digital paths below.

Ready · 6 steps vs. 3 direct taps
Today · Static Brochure

Hunting through static text

6 steps~4m 20s · High drop-off
  1. 01
    Land on static cmmtax.com homepage General welcome paragraphs with no primary intake or portal handoff above fold.
    +35s
  2. 02
    Open top menu & scan generic service links Hunts through broad categories to see if CMM handles S-Corp & fiduciary trust restructurings.
    +50s
  3. 03
    Read dense tax & estate brochure copy No distinction between routine 1040 prep and complex North Coast enterprise advisory.
    +65s
  4. 04
    Search for tax organizer & document checklist Unclear which K-1s, depreciation schedules, or trust instruments to prepare first.
    +45s
  5. 05
    Scroll on mobile to locate (707) 441-1111 Phone number and office intake details require multiple scrolls on a 390px screen.
    +35s
  6. 06
    Unstructured call or generic message at 4:48 PM Front desk receives an unguided inquiry with zero entity or revenue context.
    +30s
With Brandcore · Guided Advisory

Three direct taps to partner counsel

3 direct taps35 sec · Structured brief
  1. 01
    Tap 1 · Select Entity / Estate Scope Chooses Operating Business (S-Corp / LLC) or Family Estate & Trust Succession right on the hero desk.
    10s
  2. 02
    Tap 2 · Instant Partner Brief & Document Checklist Scope matcher attaches revenue tier, priority focus, and exact prior-year return / trust checklist.
    15s
  3. 03
    Tap 3 · Scheduled CPA Consultation or Portal Handoff Books a confirmed Eureka partner slot or launches the Secure Client Portal in one tap.
    10s
Partner Readiness100% Pre-Qualified Brief
Returning Clients1-Tap Secure Portal
Eureka Desk(707) 441-1111 Instant Call
Designed for Humboldt County business owners, families & returning portal clients03 / 07
Cunningham, Malone & Morton Tax Professionals logo Cunningham, Malone & MortonThe Tax Professionals · Eureka, CA
04The Website Upgrade
Interactive advisory & client portal hub

A front door worthy of
The Tax Professionals.

Instead of static brochure pages, we equip cmmtax.com with a live Advisory Scope Matcher, practice-area command tabs, and one-tap client portal routing.

01

Advisory Scope Matcher up front

Prospective business and trust clients select entity structure, complexity, and tax priority to see their engagement track.

02

North Coast enterprise & estate clarity

Dedicated pathways for S-Corp/LLC strategy, IRS resolution, timber/ag/marine accounting, and estate trusts.

03

One-tap portal & (707) 441-1111 desk

Returning clients jump straight to SecureSend & tax organizers while mobile visitors tap to call Eureka.

cmmtax.com
Eureka CPA Practice · Mon–Fri 8:00 AM – 5:00 PM PT
$2.5M Scope · Multi-Schedule
$250K $750K $2.5M $5M $10M $15M+
Recommended CPA Engagement Track

S-Corp & North Coast Enterprise Tax Architecture

Quarterly Partner Review

Structured entity election review, Section 179/bonus depreciation modeling, and multi-year California & federal tax minimization with an Eureka CPA partner.

Recommended Intake Checklist:
  • Prior 2 Years 1120-S / 1065 Returns
  • YTD P&L + Balance Sheet Ledger
  • Fixed-Asset & Depreciation Schedule
Custom interactive scope matcher & portal architecture for cmmtax.com04 / 07
Cunningham, Malone & Morton Tax Professionals logo Cunningham, Malone & MortonThe Tax Professionals · Eureka, CA
05Craft in Practice
A recent Brandcore transformation · Drag to compare

Digital craft that honors
an established practice.

Drag the brass divider across our transformation for United Facilities Group (UFG): moving from a crowded legacy layout to institutional clarity and immediate client routing.

Legacy website before the Brandcore rebuild BEFORE · Legacy Brochure Layout
Modernized website after the Brandcore rebuild AFTER · Brandcore Institutional Build
Brandcore client work · Drag slider to inspect Before vs. After05 / 07
Cunningham, Malone & Morton Tax Professionals logo Cunningham, Malone & MortonThe Tax Professionals · Eureka, CA
06Your Launch Roadmap
How Brandcore delivers

3-day strategy. 7-day custom build.
60 days of focused support.

A turnkey schedule designed for busy CPA partners—requiring minimal partner time while protecting uninterrupted access to your existing client portal.

3daysDays 1–3
Phase 01 · Strategy

Dedicated partner & tax scope alignment

A focused kickoff with your dedicated Brandcore partner to confirm practice priorities, portal links, organizer checklists, and North Coast positioning.

  • Working session with firm leadership
  • Scope matcher & portal routing blueprint
  • Eureka & Humboldt search growth plan
7daysDays 4–10
Phase 02 · Build & launch

Custom website build & zero-downtime launch

Your bespoke website engineered around CMM’s 1994 heritage, with a seamless DNS handover that preserves every existing client portal bookmark.

  • Institutional-grade design tailored to CMM
  • One-tap portal, scope matcher & (707) 441-1111
  • 390px mobile, WCAG AAA & speed verification
60daysDays 11–70
Phase 03 · Growth

North Coast search authority & support

Strengthening CMM’s visibility for high-value business tax, S-Corp, and estate trust searches across Eureka and Humboldt County.

  • Google Business Profile & local CPA authority
  • Seasonal tax organizer & deadline updates
  • Direct partner access for ongoing refinements
Dedicated partner for CMM · Proposed 10-day launch · 60 days of post-launch support06 / 07
Cunningham, Malone & Morton Tax Professionals logo Cunningham, Malone & MortonThe Tax Professionals · Eureka, CA
07Let’s Talk
A dedicated Brandcore partnership

A personal partnership grounded in
integrity & long-term care.

We admire Cunningham, Malone & Morton’s reputation across Northern California. When you’re ready to modernize the firm’s digital presence, we’re here with dedicated, personal service.

Karina Carillo, Brandcore
Your Brandcore partner
Karina Carillo
Client Success & Outreach · Brandcore

Your proposal brings the firm’s tax, business, and estate advisory services and client portal into one clear experience. I can walk the partners through the interactive scope matcher and answer any questions.

karina@brandcore.io Direct (669) 310-0800 Office (669) 281-0188
Brandcore.io · San Francisco Bay Area Sales Solutions
Personal walkthrough

Let’s talk.

Thursday at 1 PM or Friday at 2 PM Pacific—or choose any weekday time that suits the partners.

Email Karina your preferred time
Contact Karina Carillo: karina@brandcore.io | Direct: (669) 310-0800 | Office: (669) 281-0188
All times Pacific. Opens an email draft; Karina confirms by reply.