Tax Advice, Planning, and Preparation
What Makes Us Different?
Our tax services always keep the end in mind—through our planning process we ensure our clients achieve their financial goals and objectives.
Tax Advice
- Charitable gifting
- Retirement planning
- Estate freeze to protect your assets for the next generation
- Succession planning
- Business valuation
- Notice of Objection and appeals
- Tax planning for non-residents
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Tax Planning
You can contact us by telephone, email or in person. We look forward to a pre-tax season planning session with you.
Seminars are available for your group on current tax, financial planning and estate planning issues.
Tax Preparation
It is clear why we say at J.A.Smith & Associates that we provide tax planning with a difference. Only senior service providers are in charge of the preparation of corporate tax returns. We take care to consider all aspects of the corporate tax picture, including the effect to the personal taxes of the business owners. We document not just our recommendations, but those relevant tax considerations that had an effect on our recommendations.
Learn where you stand with tax returns prepared by the professionals at J.A.Smith & Associates.
