Arlington, Seagoville, DFW, TX CPA Firm |Tax Services for Individuals | Smith & Smith CPA's
How we serve Individuals
Personal Accounting & Tax Services Catered to You.

Personal Accounting & Tax Services for Individuals
Tax solutions that minimize tax and prepare you for the future.

Minimizing your tax liabilities is what we do at Smith & Smith CPAs. Since our existence, we have prepared thousands of tax returns. We continuously study the tax laws to ensure that our clients get every deduction and tax credit that they are entitled to. Tax returns aren’t the only thing we do, read below to learn more about how we serve our individual clients.

01

Income Tax Preparation

We have prepared thousands of tax returns for individual clients. Our CPAs meet with each client and ask the questions that minimize tax liabilities. We use tax solutions that are tailored to each individual due to the fact that tax situations are not a one size fits all scenario. Our CPA firm provides tax expertise while being affordable for all clients.

02

Tax Planning

Throughout each year, our CPAs work with individual clients to help them minimize their tax liabilities. We are available year round to provide creative tax solutions. Our tax planning services enable our clients to rest assured that they are accomplishing their financial goals while saving tax dollars in the process.

03

Estate Planning/Optimization

Estate planning is a vital process when planning for the future. Our CPAs work with clients to provide innovative strategies when planning their estates. We work to provide a solution that is the most beneficial to them and their beneficiaries.

04

IRS Representation

Getting a letter from the IRS can cause panic. However, Smith & Smith CPAs, LLC has vast experience in dealing with the IRS. We understand that a taxpayer can make an error however; the IRS makes errors as well. We dedicate ourselves to understanding each client’s situation and investigating the source of the issue. After locating the issue, we develop a plan with the taxpayer, and coordinate with the IRS to develop a solution.

05

Advisory Services

Our CPAs work to provide a tax service that is both informative and helpful. Smith & Smith CPAs advises Clients that encounter financial situations that are often times overwhelming. We provide the relevant information that is tailored to each individual situation. With over 25 years of experience, we are confident that we have the knowledge to provide strategies that are effective and efficient.

06

Charitable Giving Strategies

It is beneficial to have a strategy when it comes to charitable giving. Taxpayers often give to charity without including their taxes as part of their plan. While tax savings may not be the reason that a taxpayer gives charitably, there are advantages that can be missed without the proper planning. Our CPAs have the knowledge and experience to inform you of the strategies.

The Dreaded Letter from the IRS.

A client received a letter from the IRS regarding his prior year tax return. Unfortunately, he was being audited. The IRS believed that expenses for his LLC were overstated and disallowed certain deductions. In addition, the IRS stated that the client owed thousands of dollars in penalties alone. We met with this client and went over all of the relevant documents. We were able to guide him through the process and provide him peace of mind. Upon review of transcripts and various documents, we met with an IRS agent on behalf of our client. This ...

An owner of an auto shop came to Smith & Smith CPAs, LLC with a letter from the IRS.

This letter stated that an audit would be taking place. Having never been through an IRS audit, the owner needed help to prepare. We advised him on the process and shared our past experiences. When the audit came, we were there with him every step of the way.

An Oil & Gas company needed guidance on how to handle their growth.

They started as a sole proprietorship and were in search of a CPA firm that could advise them on how to handle the growth of their company. After searching for a firm, they decided to meet with Smith & Smith CPAs, LLC. In our initial meeting, we learned of their business and inquired about their goals. We decided that it was best for them to incorporate.

A group of doctors were looking for a CPA firm to help them form their new practice.

A group of doctors had been working for various practices and decided to form their own medical entity. They were sure that they could succeed given their experience and knowledge in their field of medicine. Needing a CPA firm to advise them on various tax decisions, they decided to seek the services of Smith & Smith CPAs, LLC.

A cardiologist received a letter from the IRS for delinquent payroll taxes that had already been paid.

The cardiologist was sure that the payroll taxes had been paid however, he needed help to prove this was the case. Our CPAs reviewed the tax payments and reconciled them to the various tax liabilities. Upon completion, it was determined that the aforementioned taxes were indeed paid. The issue was that they were applied incorrectly.

We’re here for you.

Whether you’re an individual, startup, small business, or a large corporation, our CPAs and staff are here to serve you and provide exceptional accounting services for you and your company.