Business Details
Expert Accounting and Tax Services for Small Businesses
Tax Smart Advisors has built a reputation on two core principles: helping clients maximize earnings and minimize tax liabilities. With decades of combined experience, our team of financial professionals specializes in providing comprehensive accounting, tax preparation, and advisory services tailored to small businesses and individuals. We empower clients through financial education, strategic planning, and personalized guidance to make informed decisions that enhance profitability.Our tax expertise ensures clients comply with evolving regulations while legally reducing their tax burden through proactive planning and in-depth knowledge of federal, state, and local tax codes. Backed by a proven track record of serving clients since our founding, we combine technical proficiency with personalized service to deliver measurable financial benefits.
Services
Tax Preparation
Bookkeeping
Payroll Services
Business Consulting
Financial Statements
Highlights and features
- Over 25 years of experience in small business accounting and tax preparation
- Personalized tax strategies that ensure compliance while minimizing liabilities
- Comprehensive financial statement preparation and analysis services
- IRS representation for audit support and tax dispute resolution
- Client-focused approach combining technical expertise with proactive financial guidance
What people say
Excellent service
Peace of mind
Professional expertise
Timely responses
Proactive guidance
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filing for individuals and businesses. We specialize in minimizing legal tax liabilities through strategic planning while maintaining full compliance with federal, state, and local regulations. Our experts utilize advanced software and stay current with tax code changes to optimize returns and prevent costly errors.
Bookkeeping
Professional bookkeeping services maintain accurate financial records for better business decision-making. We manage accounts payable/receivable, reconciliations, and financial reporting to ensure complete visibility into business performance. Our systems help clients maintain organized records that support strategic growth and regulatory compliance.
Payroll Services
Comprehensive payroll processing ensures timely and accurate employee payments with complete tax compliance. We handle payroll tax reporting, W-2/W-3 preparation, and regulatory filings while staying updated on changing labor laws. Our services reduce administrative burdens and maintain compliance with federal and state requirements.
Business Consulting
Strategic business consulting provides actionable financial guidance for growth and operational efficiency. Our experts advise on entity selection, financial analysis, and business planning to optimize profitability. We help clients navigate complex financial decisions with data-driven recommendations tailored to their specific industry needs.
Financial Statements
Accurate financial statement preparation supports informed business decisions and stakeholder reporting. We produce balance sheets, income statements, and cash flow analyses that reflect true financial health. Our statements meet lending requirements and provide clear insights for strategic planning and performance evaluation.
People
William C. Fritz, Jr.
Partner, Advisory & Consulting Services
Certified Public Accountant with over 25 years of experience in accounting and financial management across manufacturing, technology, and healthcare industries. Specializes in providing strategic financial solutions and business consulting services.
Nicole Sears
Partner, Tax Services
Tax specialist with 20+ years of experience in small business taxation. Focuses on individual and corporate tax planning while maintaining expertise in evolving federal, state, and local tax regulations.
Lauren McCrabb
Partner, Accounting Services
Accounting professional dedicated to helping small businesses achieve growth through effective financial management. Provides day-to-day accounting support and strategic financial decision-making assistance to business owners.
Joy Schwentner
Office Manager & Client Relationship Curator
Experienced office manager with 30+ years of administrative expertise. Focuses on client relationship management and ensures smooth operational support for tax professionals and clients.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, financial statement preparation, payroll processing, tax planning, and business consulting tailored to small business needs.
How can you help minimize my tax liability?
Our tax experts analyze your financial situation to identify legal deductions and credits while staying current with tax code changes to ensure optimal tax savings.
Do you offer IRS audit representation?
Yes, we provide professional IRS representation and audit support to help navigate tax disputes and ensure proper resolution of tax matters.
What industries do you specialize in?
We serve diverse industries including manufacturing, technology, healthcare, professional services, and insurance with tailored financial solutions.
How do you stay updated on tax law changes?
Our team participates in ongoing professional education and maintains certifications to stay current with evolving federal, state, and local tax regulations.
Can you help with business entity selection?
Yes, we provide expert guidance on choosing the optimal business structure considering tax implications and future growth plans.
