Tax Preparation

What makes us different?

Our tax service always keeps 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 during the year. 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, we provide tax planning with a difference. Only senior service providers are in charge of the preparation of your corporate tax return. We take care to consider all aspects of your corporate tax picture including how it affects the personal taxes of the business owners and document not just our recommendations but those relevant tax considerations that had an effect on our recommendations.

Other Services

Learn where you stand with tax returns prepared by the professionals at J.A.Smith & Associates.

Find Out If J.A. Smith & Associates is Right For You

Wondering where to start? Just complete the form on this page. You will receive advice from a Certified General Accountant or a Certified Financial Planner. Get answers to your biggest and smallest questions from J.A. Smith & Associates today!

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