Business Details
Your Trusted Tax Partner in San Ramon, CA
Christy Smith CPA has served individuals and small businesses in San Ramon, CA for over 25 years, providing expert tax planning, preparation, and advisory services. Our practice focuses on maximizing client earnings through strategic tax solutions while ensuring compliance with evolving regulations. We specialize in IRS representation, estate and trust tax preparation, business entity selection, and advisory services for real estate and business sales.Our team combines deep technical expertise with personalized service to help clients navigate complex tax scenarios. With decades of experience, we act as trusted advocates, prioritizing transparency, ethical standards, and client education. Our mission is to deliver actionable insights that empower informed financial decisions and long-term success.
Services
Tax Planning & Preparation
Business Entity Selection
IRS Representation
Estate & Trust Tax Prep
Real Estate Tax Guidance
Small Business Advisory
Tax Compliance Services
Audit Support
Tax Strategy Consultation
State & Federal Filing
Highlights and features
- We offer 25+ years of specialized tax expertise for individuals and small businesses.
- Our team provides personalized IRS representation and audit support.
- We specialize in business entity selection and tax-efficient real estate transaction strategies.
- Our practice combines deep regulatory knowledge with proactive tax planning.
- We prioritize client education and transparent communication.
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Planning & Preparation
Comprehensive tax planning and preparation for individuals and small businesses. We optimize deductions, credits, and compliance strategies to minimize liabilities while ensuring accuracy. Our expertise covers federal, state, and local tax regulations.
Business Entity Selection
Guidance on choosing the optimal business structure for tax efficiency and liability protection. We analyze LLC, S Corp, and C Corp options to align with long-term financial goals and regulatory requirements.
IRS Representation
Professional representation during IRS audits or disputes. We handle correspondence, negotiations, and resolution strategies to protect client interests while ensuring compliance with tax codes and documentation standards.
Estate & Trust Tax Prep
Specialized tax preparation for estates and trusts. We manage complex filings, including inheritance tax calculations, fiduciary accounting, and compliance with evolving estate tax regulations to preserve client assets.
Real Estate Tax Guidance
Tax strategy development for real estate transactions. We address capital gains, 1031 exchanges, and property sale implications to maximize after-tax returns for residential and commercial property owners.
People
Christy S. Smith
Certified Public Accountant
Christy S. Smith is a CPA with over 25 years of experience in tax planning and advisory services. She specializes in individual and small business tax solutions, IRS representation, and business entity structuring.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, entity selection, payroll tax compliance, and strategic planning to optimize deductions and minimize liabilities.
Can you help with IRS audit representation?
Yes, we offer full audit support, including document preparation, correspondence, and negotiation to resolve tax disputes efficiently.
Do you specialize in real estate transaction taxes?
Yes, we guide clients through tax implications of property sales, 1031 exchanges, and capital gains strategies to maximize returns.
What estate tax services are available?
We prepare estate and trust tax returns, advise on inheritance tax planning, and ensure compliance with fiduciary reporting requirements.
How do you stay updated on tax law changes?
We participate in ongoing professional development and monitor IRS publications to provide current, accurate tax guidance.
