Business Details
Trusted Accounting & Tax Services in Clearwater, FL
Smith & Freeman has been dedicated to providing exceptional accounting and financial services to individuals and businesses since our founding. Our team of certified professionals combines decades of experience with a commitment to personalized service, ensuring clients receive tailored solutions for tax planning, financial management, and business advisory needs. We prioritize professionalism, responsiveness, and quality, leveraging our expertise in IRS audit representation, QuickBooks integration, and strategic financial planning to help clients achieve long-term stability.With a focus on continuous education and ethical standards, we empower clients to make informed decisions while maintaining compliance with evolving tax regulations. Our reputation as a trusted advisor in Clearwater, Florida, reflects our dedication to delivering results-driven services that address both immediate challenges and future goals.
Services
Tax Preparation
Financial Planning
QuickBooks Services
IRS Audit Representation
Business Accounting
Estate Planning
Payroll Services
Forensic Accounting
Non-Profit Consulting
Retirement Planning
Highlights and features
- We offer IRS audit representation by certified tax professionals.
- Our team specializes in QuickBooks setup and financial software integration.
- Personalized financial planning tailored to individual and business needs.
- Decades of combined experience in tax law and accounting compliance.
- Local expertise serving Clearwater and surrounding Florida communities.
Services
Tax Preparation
We prepare individual and business tax returns with a focus on maximizing deductions and credits while ensuring compliance. Our team stays current with tax law changes to provide accurate filings for complex situations, including self-employed individuals and multi-entity businesses. Clients benefit from strategic planning to minimize tax liability and avoid common audit triggers.
IRS Audit Representation
Our certified professionals handle all IRS audit correspondence and negotiations to protect client interests. We analyze audit notices, prepare documentation, and advocate for favorable resolutions through appeals or payment plans. This service includes representation for field audits and correspondence audits involving unfiled returns or disputed liabilities.
QuickBooks Services
We offer QuickBooks setup, customization, and training for small to mid-sized businesses. Our services include chart of accounts optimization, financial report generation, and integration with tax planning strategies. We help businesses streamline accounting processes while maintaining compliance with financial reporting standards.
Financial Planning
Our financial planning covers retirement strategies, estate planning, and investment analysis tailored to individual goals. We assess risk tolerance, create budget projections, and develop tax-efficient distribution plans. The service includes ongoing reviews to adapt to changing life circumstances and financial regulations.
Business Advisory
We provide strategic guidance for business owners including cash flow management, succession planning, and internal controls. Our advisory services cover profit improvement strategies, financing options, and compliance frameworks for industries like construction, healthcare, and law firms.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, tax planning, and CFO services tailored to small business needs.
Can you help with IRS audit issues?
Yes, we offer full IRS audit representation, including correspondence handling, liability reduction, and appeals support.
Do you specialize in QuickBooks support?
Yes, we offer QuickBooks setup, training, troubleshooting, and integration with tax/financial planning services.
What financial planning services are available for individuals?
We provide retirement planning, estate planning, tax-efficient investment strategies, and wealth management solutions.
