Our Services

mark and bill smith

Accounting Services

Small Business Accounting

The Smith Team specializes in assisting small businesses with their accounting and bookkeeping needs. They offer monthly or quarterly services that typically includes:

  • Reconciliation of cash and other Balance Sheet accounts
  • Review and adjusting of Balance Sheet and Profit & Loss statements for accuracy
  • Filing of Sales Tax returns
  • Strategic Tax Planning

QuickBooks Services

Setup – Mark Smith is a QuickBooks expert and ProAdvisor. He assists businesses with getting started in QuickBooks. From discounts on the software to setting up a personalized chart of accounts, he’s able to assist from the ground up.

Training – Are you using QuickBooks efficiently? From a beginning user to someone with years of experience, the Smith Team specializes in training and “tips & tricks” to help you use the program as efficiently as possible.

Tax Services

Individual Tax Services

From very basic to extremely complex, the Smith Team prepares personal tax returns for individuals throughout the country.

Business Tax Services

The Smith Team prepares business tax returns for all types of industries and entities. These entities include: 

  • C-Corp
  • S-Corp
  • LLC
  • Partnership
  • Sole Proprietor (Sch. C)

Strategic Planning

The Smith Team offers tax planning services throughout the year for both businesses and individuals. With the new tax law in place, this service is more important than ever.

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