Business Details
Trusted Tax and Accounting Services in Monrovia, MD
Smith CPA & Associates is a family-owned accounting firm dedicated to providing personalized tax and financial services to individuals and businesses in Monrovia, MD, and surrounding areas. With over 45 years of combined experience, our licensed CPAs prioritize client needs through individualized attention and cost-effective solutions. We specialize in tax preparation, strategic business planning, and resolving complex tax issues while maintaining a commitment to transparency and professional integrity.Our streamlined operations allow us to offer competitive rates without compromising quality, ensuring clients work directly with experienced professionals rather than seasonal preparers. We serve Montgomery, Frederick, and Carroll Counties with expertise in small business accounting, payroll management, and QuickBooks optimization, emphasizing proactive tax planning and financial forecasting to maximize client success.
Services
Tax Preparation
Tax Planning
Tax Problem Resolution
Small Business Accounting
Payroll Services
Part-Time CFO
Cash Flow Management
Strategic Business Planning
New Business Formation
QuickBooks Setup
Highlights and features
- We offer 45+ years of combined accounting and tax experience with licensed CPAs.
- Our clients work directly with business owners, not seasonal preparers.
- We provide cost-effective solutions through streamlined operations.
- Family-owned firm prioritizing individualized client attention.
- Secure client portal for document storage and access.
Services
Tax Preparation
Our tax preparation service ensures accurate and comprehensive filing for individuals and businesses. We maximize deductions while maintaining compliance with federal and state regulations. Our CPAs provide personalized guidance to address unique financial situations and optimize tax outcomes.
Tax Problem Resolution
We specialize in resolving IRS issues including liens, levies, and back taxes owed. Our team negotiates payment plans and offers in compromise while maintaining client confidentiality. We provide discreet, efficient solutions for complex tax problems.
Small Business Accounting
We manage complete accounting cycles for small businesses, including payroll processing and financial reporting. Our services ensure accurate records and timely compliance. We help business owners focus on growth while maintaining financial clarity.
QuickBooks Setup
Our QuickBooks experts configure accounting systems tailored to business needs. We provide initial setup, training, and ongoing optimization to ensure efficient financial management. This service streamlines bookkeeping processes for small to mid-sized businesses.
Strategic Business Planning
We develop customized strategic plans to guide business growth and financial stability. Our planning includes cash flow projections and operational forecasting. We help entrepreneurs translate ideas into actionable, sustainable business strategies.
Questions
What tax services do you offer for individuals?
We provide complete tax preparation, planning, and problem resolution services for individuals, including back tax filings and IRS dispute resolution.
How do you help businesses with tax issues?
We resolve payroll tax problems, IRS liens, and wage garnishments while developing payment plans tailored to business financial capabilities.
What QuickBooks services are available?
We offer QuickBooks setup, training, and system optimization to ensure accurate financial tracking and reporting for small businesses.
How does your part-time CFO service work?
Our part-time CFO service provides financial expertise on an as-needed basis, including cash flow management and strategic planning guidance.
What areas do you serve?
We primarily serve businesses and individuals in Montgomery, Frederick, and Carroll Counties, Maryland.
Reviews (6)
April Delaney
Sep 27, 2021
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4 stars only because our visit was a consult...Jason was very personable and knowledgeable. My husband and I definitely feel more versed in our business entity knowledge and all that either/or entails. We would recommend him based off our (1 time) experience as well as his knowledge with business startups. We will update this review if and when we receive his services.
Update: We've recently hired Jason and thus far have had a great experience. He's answered our questions within a week so far and has given good advice. Will update this score come tax time!
Update: We've recently hired Jason and thus far have had a great experience. He's answered our questions within a week so far and has given good advice. Will update this score come tax time!
Bidhya Dhungel
May 06, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Weve used Smith CPA & Associates for two years now and we are very pleased with the service. Jason is extremely responsive, works quickly and thoroughly and you cant beat the price! Highly recommend!!
Weve used Smith CPA & Associates for two years now and we are very pleased with the service. Jason is extremely responsive, works quickly and thoroughly and you cant beat the price! Highly recommend!!
Keith Prifte
Apr 27, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Jason did a great job with my 2019 taxes. He was thorough, quick and really responsive. He also took time to explain and ensure I understood the more nuanced pieces. Jason has also been following up regularly in 2021 for 2020 taxes and it's very much appreciated.
Jason did a great job with my 2019 taxes. He was thorough, quick and really responsive. He also took time to explain and ensure I understood the more nuanced pieces. Jason has also been following up regularly in 2021 for 2020 taxes and it's very much appreciated.
Vikram Reddy
Mar 30, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Have been using Jason and his team for two years now. Makes the process so easy through uploading documents to the portal to answering any questions we have. We'll be definitely using his services for a while! The price is reasonable and the work done is outstanding.
Have been using Jason and his team for two years now. Makes the process so easy through uploading documents to the portal to answering any questions we have. We'll be definitely using his services for a while! The price is reasonable and the work done is outstanding.
Lesley Canales
Mar 27, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Jason is great! He is timely with his responses and answers my questions (all 100 of them) with professionalism and breaks it down so I can understand. Best value I have found so far too. I live in Washington State so even if you aren't from Maryland, go to him for tax help/prep!
Jason is great! He is timely with his responses and answers my questions (all 100 of them) with professionalism and breaks it down so I can understand. Best value I have found so far too. I live in Washington State so even if you aren't from Maryland, go to him for tax help/prep!
Jessica Snow
Mar 16, 2021
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Positive:Professionalism,Responsiveness,Value
My husband and I went with Smith CPA & Associates after reading positive reviews here on Google. We are so beyond glad that we did! Jason was very helpful, professional, responsive and really put our minds at ease. I highly recommend trusting in this company. They made the whole process easy and stress free.
My husband and I went with Smith CPA & Associates after reading positive reviews here on Google. We are so beyond glad that we did! Jason was very helpful, professional, responsive and really put our minds at ease. I highly recommend trusting in this company. They made the whole process easy and stress free.
