Tax Preparation & Bookkeeping Services
Close, personal attention for individuals and businesses, from tax returns and monthly bookkeeping to IRS and state audit representation.
Firm Profile
We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
Being a relatively small firm, we are able to offer our clients personalized quality service.
Client Services
This list is by no means all-inclusive. If you don't see a service you need, please call and ask.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.
Make tax planning part of your overall business strategy, using our experience and access to the most current tax law developments to minimize both your current and future tax liabilities.
Years of experience dealing with many taxing authorities means you are properly represented before the various federal and state tax agencies.
We help you put in place the controls for a reliable, efficient payroll system and prepare all necessary payroll tax returns in a timely manner.
We assist in compiling information and preparing sales tax returns efficiently and on time, including for clients who collect in many different vicinities.
Meaningful, well-organized financial records are the foundation of a successful business. Our qualified staff can handle the day-to-day bookkeeping.
A full range of cost-effective accounting services, listed below.
Guidance through the complex process of getting your financial affairs in order, including continuity and succession of ownership for business owners.
Coordinating the transition of your business to your successors, with a strategically sound plan for business continuation.
Choosing the form of your business (S corporation, sole proprietor, LLC…) has lasting tax implications. We help you weigh the pros and cons of each.
Please call our office for information on other financial products.
Accounting Services
Client Portal
Upload documents, request an appointment, and access electronic copies of tax documents we have prepared for you.
This portal is for bookkeeping and tax use only and is not available for investment services use. Please do not upload any financial services documents.
Open the client portalInfo Center & Links
Contact Us
Smith Financial Services, Inc.
507 County Street
Taunton, MA 02780
Tel: (508) 823-9222
Fax: (508) 824-9004
Call for current office hours.
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