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tax services
Strategic Advisory & Planning
Individual & Business Tax Preparation
Individual & Business Tax Preparation
Proper advising and planning is essential to making sure you are taking advantage of all opportunities out there for you. It also helps eliminate any surprises that might arise. Our team builds strategic plans specific to your situation to take your level of success to new heights.
Individual & Business Tax Preparation
Individual & Business Tax Preparation
Individual & Business Tax Preparation
Needing your tax returns filed? We can handle the simplest of returns as well as the most complex. Many times our clients love our service so much they begin to work with us on tax strategies and planning!
State Taxes
Retirement Strategy
Retirement Strategy
Many business or individuals have presences in multiple states. We have the ability to handle tax needs in all 50 states.
Retirement Strategy
Retirement Strategy
Retirement Strategy
Planning for retirement takes time and implementing the right strategies. We help you find the most efficient ways to make sure you are taken care of when you retire.
Bookkeeping Services
Full Service Bookkeeping
Routine Financial Packages & Financial Statements
Routine Financial Packages & Financial Statements
Looking to bring on a bookkeeper to handle all of your in-house accounting tasks? Our team is able to help you manage every piece so you can focus on your business.
Routine Financial Packages & Financial Statements
Routine Financial Packages & Financial Statements
Routine Financial Packages & Financial Statements
Having great books is great, but having routing professional financial reporting and packages is much better. Our packages allow companies to review and analyze their business to make informed decisions.
Payroll Processing & Reporting
Routine Financial Packages & Financial Statements
Payroll Processing & Reporting
As your company grows, you are likely going to hire employees to help you. Our team can help make sure all accounts are set up correctly and handle the processing and reporting requirements timely.
Sales Tax Compliance
Sales Tax Compliance
Payroll Processing & Reporting
Are you running an online store or have operations in different states? Sales tax requirements can become complicated as each state has different regulations. Allow our team to ease this process for company.
QuickBooks Clean Up
Sales Tax Compliance
QuickBooks Clean Up
Do you have QuickBooks Online or QuickBooks Desktop set up, but its in need of some expert help? Allow us to get everything all cleaned up for you and on track so you can know where your business is at each month.
other services
CFO Services
Business Valuations
Business Valuations
Our CFO services create significant value to your company or operation. These services include things such as financial analysis, budgeting and forecasting, tax planning and strategy, efficiency improvements, full service accounting, month-end and year-end closing, educating of current accounting staff, and much more!
Business Valuations
Business Valuations
Business Valuations
Mergers, acquisitions, and selling a business are complicated processes. One of the most important parts is making sure you are paying for or receiving the correct value for a company. We have the tools to help you determine exactly what a company is worth.
Cash Flow Analysis
Custom Spreadsheets
Custom Spreadsheets
Everything revolves around cash flow. That means analyzing and predicting your cash flow is essential to any operation. We help clients plan and strategize ways to improve their cash flows almost instantly.
Custom Spreadsheets
Custom Spreadsheets
Custom Spreadsheets
Have a specific need for an Excel or Google spreadsheet, but not sure how to build it? Let us build it for you!
J Smith & Company
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