Business Details
14 Years
experience
Trusted Tax & Accounting Services in Monrovia, MD
Smith CPA & Associates is a family-owned accounting firm dedicated to providing personalized tax and financial solutions. With over 45 years of combined experience, our licensed CPAs specialize in resolving complex tax issues, strategic business planning, and small business accounting. We serve clients in Montgomery, Frederick, and Carroll Counties, prioritizing individualized attention and affordable rates. Our team combines deep industry expertise with a commitment to transparency and client-centric service. We focus on maximizing tax savings, ensuring compliance, and offering tailored financial guidance to individuals and businesses.Our low overhead allows us to pass cost savings to clients without compromising quality. By maintaining direct communication with clients and leveraging decades of experience, we deliver reliable, ethical, and results-driven services. Our reputation for resolving IRS disputes and optimizing financial strategies has made us a trusted partner in the community. We are committed to continuous education and staying current with tax regulations to provide accurate, forward-thinking advice. Our goal is to simplify financial complexities and empower clients to achieve long-term stability and growth.
Services
Tax Preparation
Tax Planning
Tax Problem Resolution
Small Business Accounting
Payroll Services
Part-Time CFO Services
Cash Flow Management
Strategic Business Planning
New Business Formation
QuickBooks Training
Details
- Year established: 2012
Highlights and features
- We have 45+ years of combined experience in tax and accounting services.
- Your taxes are handled directly by a licensed CPA, not seasonal staff.
- We offer personalized attention with competitive, transparent pricing.
- Family-owned firm with low overhead costs passed to our clients.
- Specialize in resolving complex IRS issues and tax problem resolution.
Services
Tax Preparation
Our tax preparation service ensures accurate and comprehensive filing for individuals and businesses. We maximize deductions while maintaining compliance with federal and state regulations. Our CPAs review all financial details to optimize refunds and minimize liabilities, providing clear explanations of your tax situation.
Tax Problem Resolution
We specialize in resolving IRS issues including liens, levies, and wage garnishments. Our team negotiates payment plans and offers in compromise to reduce tax debt. With decades of experience, we provide discreet, efficient solutions to resolve back taxes owed.
Small Business Accounting
We manage financial records, payroll, and cash flow for small businesses. Our services include financial reporting, budgeting, and strategic planning to support growth. We help business owners focus on operations while ensuring financial accuracy and compliance.
QuickBooks Services
We offer QuickBooks setup, training, and tune-up services to streamline financial management. Our experts configure the software for your specific business needs and provide ongoing support to maintain accurate records and generate actionable financial reports.
Strategic Business Planning
Our strategic planning service helps businesses define goals and create actionable roadmaps. We analyze financial health, market position, and growth opportunities to develop tailored strategies that drive long-term success and operational efficiency.
People
Robert L. Smith, Jr.
Partner
Former CFO with 30+ years in public accounting and corporate finance. Specializes in tax compliance, financial reporting, and strategic advisory for biotech and pharmaceutical industries. Member of AICPA.
Jason R. Smith, CPA
Partner
Licensed CPA with expertise in financial planning and business strategy. Co-founded Smith CPA in 2012 after corporate finance experience. Focuses on client relationships and tax optimization for small businesses.
Jennifer A. Conversano
Office Manager
20+ years of client relations experience. Manages office operations and supports tax preparation. Certified Maryland notary with focus on client communication and service excellence.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, cash flow management, and strategic planning tailored to small businesses. Our services help owners maintain compliance and make informed financial decisions.
How can you help with IRS tax problems?
We resolve IRS liens, levies, and wage garnishments through payment plans and offers in compromise. Our CPAs negotiate directly with the IRS to reduce tax debt and establish manageable solutions.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, and system optimization. Our experts ensure your accounting software is configured correctly for accurate financial tracking and reporting.
What experience do you have with tax preparation?
Our team has 45+ years of combined experience preparing individual and business tax returns. We specialize in complex tax situations and maximizing deductions while ensuring compliance.
Can you assist with starting a new business?
We help with business formation, including entity selection, tax registration, and financial planning. Our services ensure new businesses establish proper accounting systems and compliance frameworks.
