Business Details
Expert Accounting & Tax Services
At Solberger & Smith, we transcend traditional accounting by offering strategic financial guidance tailored to your unique needs. With over 85 years of combined experience, our team of certified professionals delivers comprehensive services designed to simplify financial management and empower informed decision-making. We prioritize personalized support, leveraging advanced technology to provide secure, real-time access to your financial data while maintaining a hands-on approach to tax planning and business consulting. Our commitment to excellence is reflected in our proactive advisory role, ensuring clients understand the financial implications of their business decisions.By integrating industry-specific expertise with cutting-edge tools, we help businesses and individuals optimize profitability, preserve wealth, and achieve long-term financial objectives. Our firm's legacy of trust is built on consistent participation from senior partners in every client engagement, guaranteeing continuity and accountability across all services rendered.
Services
QuickBooks Services
Tax Planning
Tax Preparation
Business Consulting
Estate Planning
Highlights and features
- We offer 40+ years of comprehensive accounting expertise across all business types
- Our team includes certified professionals with advanced degrees in accounting and finance
- We implement secure technology platforms for real-time financial data access
- Our firm maintains active partner involvement in every client engagement
- We provide industry-specific insights tailored to professional service providers and businesses
Associations and certifications
- QuickBooks ProAdvisors
Services
QuickBooks Services
Our QuickBooks Pro Advisors optimize accounting software performance for small businesses. We provide comprehensive support from system setup to advanced transaction management, ensuring clients utilize 100% of QuickBooks' capabilities. Our experts deliver training and troubleshooting services to maximize software efficiency for improved financial operations.
Tax Planning
We develop customized tax strategies for businesses and individuals across all entity types. Our specialists identify legitimate tax-saving opportunities while ensuring compliance with evolving regulations. Through proactive planning, we help clients minimize liabilities and optimize financial outcomes during tax season.
Business Consulting
Our consulting services focus on improving business efficiency and profitability. We analyze financial operations to identify growth opportunities and implement strategic solutions. Clients receive ongoing support for financial decision-making and long-term business sustainability planning.
Estate Planning
We create comprehensive estate plans to protect and transfer wealth effectively. Our advisory services address succession planning, asset protection, and legacy goals. We help clients navigate complex financial transitions while minimizing tax implications through tailored estate strategies.
Cybersecurity Advisory
Our cybersecurity guidance helps businesses mitigate digital risks through practical, cost-effective solutions. We educate clients on threat prevention, implement security protocols, and provide resources to protect sensitive financial data from emerging cyber threats.
People
Donna Bain Smith
Founding Partner
Certified Public Accountant and MBA holder with extensive experience in financial management and tax strategy. Specializes in providing comprehensive accounting solutions for small businesses and individuals.
Jack Solberger
Founding Partner
Certified Public Accountant and MBA holder with decades of experience in business consulting and financial advisory services. Focuses on delivering strategic solutions for business growth and financial optimization.
Questions
What accounting software does Solberger & Smith support?
We specialize in QuickBooks Desktop, Enterprise, and Online platforms, providing comprehensive support to maximize software functionality for small businesses.
Do you offer tax services for both businesses and individuals?
Yes, we provide tax planning and preparation services for businesses of all types, as well as individuals, estates, and trusts.
How can I access my financial information?
Our secure online portal provides 24/7 access to your financial data, allowing you to view and download information anytime from any location.
What cybersecurity resources do you provide?
We offer practical cybersecurity guidance including threat prevention strategies, security protocol implementation, and educational resources to protect business financial data.
How does your consulting service help businesses grow?
We analyze financial operations to identify efficiency improvements, implement strategic solutions, and provide ongoing advisory support for sustainable business growth.
What estate planning services do you offer?
We create customized estate plans focusing on wealth preservation, succession planning, and tax-efficient asset transfer strategies tailored to individual client needs.
