Business Details
8 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
At Smith Bookkeeping Financial Services, we are committed to empowering businesses through comprehensive financial solutions. With over two decades of combined experience in accounting and tax services, our team delivers personalized attention while leveraging advanced industry expertise. We specialize in tailored bookkeeping, payroll management, tax preparation, and business funding solutions designed to optimize financial operations. Our client-centric approach emphasizes timely communication, technical precision, and strategic advisory services that help businesses navigate complex regulatory environments.Operating from our Horsham, PA headquarters since 2018, we serve clients across Philadelphia, Bucks County, and nationwide through both in-person consultations and digital platforms. Our dedication to continuous professional development ensures we remain at the forefront of industry innovations while maintaining the personal touch that distinguishes small business accounting services. We pride ourselves on transforming financial management into a strategic asset for our clients, combining the efficiency of modern technology with the reliability of traditional accounting principles.
Services
Tax Preparation
Bookkeeping
Payroll Services
Business Funding
Tax Debt Resolution
Accounting Services
IRS Representation
Financial Reporting
Cost Segregation
Tax Planning
Details
- Year established: 2018
Highlights and features
- We offer 20+ years of combined experience in accounting and tax services
- Our team provides personalized financial solutions tailored to specific business needs
- We maintain expertise in federal, state, and international tax regulations
- We serve businesses across multiple states with both in-person and digital support
- Our client-first approach emphasizes timely communication and technical precision
Services
Tax Preparation
We provide comprehensive federal, state, and international tax preparation services for businesses and individuals. Our team ensures accurate compliance with current tax regulations while identifying legitimate deductions and credits. Specialized services include real estate cost segregation studies and business succession tax planning. With experienced professionals handling complex filings, clients benefit from minimized tax liabilities and optimized financial strategies that align with both short-term needs and long-term objectives.
Bookkeeping
Our bookkeeping services maintain accurate, up-to-date financial records through monthly, quarterly, or annual reporting cycles. We manage general ledger entries, accounts receivable/payable tracking, and bank reconciliations while providing customized financial statements. Implementing modern accounting software solutions helps businesses gain real-time visibility into their financial health. This foundational service supports informed decision-making and serves as the basis for effective tax planning and business growth strategies.
Payroll Services
We offer complete payroll processing solutions including direct deposit, tax withholding calculations, and regulatory compliance reporting. Our system handles employee time tracking, wage disbursements, and mandatory federal/state tax filings. By maintaining current knowledge of employment tax laws, we help businesses avoid costly penalties while ensuring timely and accurate payroll processing. This service integrates seamlessly with our accounting and tax preparation offerings for comprehensive financial management.
Business Funding
Our business funding services connect entrepreneurs with tailored financing options through established lender relationships. We facilitate access to term loans, equipment financing, lines of credit, and SBA-guaranteed loans. The streamlined application process leverages our industry expertise to match businesses with appropriate capital solutions. This service supports growth initiatives, working capital needs, and strategic investments while maintaining focus on long-term financial sustainability.
Tax Debt Resolution
We specialize in resolving tax debt issues through installment agreements, offers in compromise, and innocent spouse relief applications. Our professionals negotiate with tax authorities to minimize penalties and prevent enforcement actions. Services include audit representation, levy releases, and garnishment prevention strategies. With deep understanding of IRS procedures, we develop customized solutions that address both immediate tax liabilities and long-term compliance requirements for individuals and businesses.
People
Marvin Smith II
Owner
Certified accounting professional with 20 years of experience across diverse industries. Graduated from LaGuardia College with accounting degree, specializing in small business financial management. Recognized for combining technical expertise with personalized client service, focusing on educational approach to financial decision-making.
Questions
How do you bill for your services?
We use a flexible billing system with flat rates for tax returns, fixed fees for monthly services, and hourly rates for special projects. Fee proposals are provided before engagement commencement.
What are your business hours?
Normal business hours are 8:00am to 5:00pm Monday through Friday. Saturday appointments available during tax season (Jan 15-Apr 15) and by arrangement outside standard hours.
What role do you play during an IRS audit?
As qualified tax professionals, we represent clients before the IRS, defending prepared returns and explaining documentation while maintaining compliance with federal tax regulations.
What documents are needed for tax preparation?
Required documents include W-2s, 1099 forms, K-1s, mortgage interest statements, tax bills, contribution records, and significant expense documentation relevant to your financial situation.
