Smith&Associates Tax Business LLC
About
Our firm specializes in helping businesses and individuals reduce their tax liabilities and increase revenue. We also work with foreign-owned corporation owners. We have helped many save more than $50,000 in tax liability.
What I enjoy most is working with other people and helping them reach their financial goals. We remove the stress so others can breathe again.
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Frequently asked questions
What is your typical process for working with a new customer?
Our process with new customers is to provide them a complimentary 45 minute phone consultation, have them complete a tax questionnaire, have them submit a copy of their prior year tax return, identify their needs, and offer tax planning/advisory services at a discount rate.
What education and/or training do you have that relates to your work?
I hold a BS in Accounting, an MBA in Finance, listed on IRS' website as a trained tax preparer, and have a certification in Accounting. Moreover, I have processed more than 5,000 tax returns in our business.
Do you have a standard pricing system for your services? If so, please share the details here.
We offer competive rates for tax preparation, write-ups, bookkeeping, and analysis services.
Your rates are based upon your filing status, complexity of tax return, number of years to file, number of states to file, tax situation, and tax research.
How did you get started in this business?
I developed a passion for helping other people with their tax situations when training for my Accounting degree. I saw the value I could give to someone by helping them in thier complex situation.
What types of customers have you worked with?
Over the years, our firm has worked with individuals, Real Estate owners, Foreign-owned corporations, and many other small business owners in the US.
Describe a recent event you are fond of.
Our firm's most recent celebration was in helping a tax client reduce thier tax liability by more than $5,000 on their individual taxes.
What advice would you give a customer looking to hire a pro in your area of expertise?
If you are looking for a pro in your area, I would ask about the pros experience in the industry, ask about their education, and ask if they have a passion for the work they do.
What questions should customers think through before talking to pros about their needs?
Before contacting a pro about your need, you should ensure that you have a budget for the services. In addition, make a list of questions you would like to have answered. Lastly, be realistic about your time frame and availabilty to deliver the documents necessary to assist you in your need.