SM&Co

SM&Co

5.0(2 reviews)
Offers online services
Offers online services

About

We provide tax planning and compliance, accounting, audit and advisory services to individuals and businesses in diverse industries. Our attention to client service and relationships sets us apart. We recognize that the quality of the service, responsiveness, trust and relationship that we build with our clients is as important as the quality of the work product. We operate in a digital environment with qualified trained staff that enable us to deliver high quality CPA services at cost effective prices.


Highlights

Hired 1 time
Serves New York , NY
Offers online services

Reviews

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BM&T

Burnadette Morton & T.

J.Shalik, CPA, was the consummate professional. His tax accountant expertise assisted us in an emergency situation **; the filing of our 2019 Tax Returns upon the hospitalization** of our own* tax accountant.Once our documents* had been returned from his office, we followed J.Shalik,CPAs explicit, very calming directions, posted our documents and fee to him and subsequently, our Tax Returns were promptly filed on July 15, 2020. We will always be most appreciative for Jonathans expedient manner in which he completed this tax accounting task for us.
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July 27, 2020
Hired on Thervo

CG

Chip G.

Really happy with the service and the results. The team there really does a good job staying current on all my work and giving the right advice.
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June 01, 2019

Frequently asked questions

Our typical customer is an individual or business owner who can use experienced professionals to serve as trusted advisors to help them with their tax, accounting and advisory needs. 

Our team consists of professionals at all levels including certified public accountants, Masters of Taxation, Masters of Accounting, certified bookkeepers and more. We dedicate a significant amount of time and resources in professional education and training to ensure we are up to date with the latest tax law, regulations, professional standards, software, systems and techniques so that we can be effective and deliver maximum value for our clients. 

We evaluate all engagements to ensure our fees are competitive and cost effective to our clients. We offer fixed fee, retainer and time based billing customized to each client’s service needs. 

We work with individuals (including working, retired, and high-net-worth individuals) and businesses in diverse industries, from real estate, professional service providers including law firms, medical practitioners and practices, architects and engineers, manufacturers, distributors, artists and entertainers, entrepreneurs and independent contractors, and more.   

We recommend that you ask a lot of questions and speak with multiple providers before selecting a qualified CPA. 


Services offered

Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting