Business Details
21 Years
experience
Emergency
services
Expert Tax & Accounting Services Brooklyn, NY
Smart Tax was founded in 2005 to address gaps in tax service options by prioritizing customer service and efficiency for underserved clients. Over nearly two decades, we have expanded our reach nationwide while maintaining our commitment to personalized attention. Our team of experienced professionals specializes in tax preparation, accounting, and bookkeeping services for individuals and businesses of all sizes. We leverage expertise in both QuickBooks Online and Xero platforms to deliver tailored financial solutions. Backed by extensive experience in federal and state tax laws, we offer bilingual services in English and Spanish to accommodate diverse client needs.Our approach emphasizes clear communication, beginning with active listening to understand client requirements before delivering actionable insights. We provide flexible consultation options, including in-person meetings, virtual sessions via secure portals, and electronic signatures for convenience. Our track record of helping clients maximize refunds, navigate IRS complexities, and implement effective financial strategies has earned consistent positive feedback from returning customers. By staying current with evolving tax regulations, we ensure compliance while optimizing financial outcomes for our clients.
Services
Individual Tax Preparation
Business Tax Preparation
Bookkeeping Services
IRS Audit Representation
Estate Planning
Details
- Year established: 2005
Highlights and features
- We have 19 years of experience in tax and accounting services since 2005
- Our team provides bilingual English/Spanish tax preparation services
- We offer free 30-minute consultations for new clients
- Our professionals specialize in both QuickBooks Online and Xero platforms
- We utilize secure online portals for convenient document sharing and communication
What people say
Knowledgeable staff
Friendly professionals
Excellent customer service
Accurate tax preparation
Bilingual support available
Services
Individual Tax Preparation
Our individual tax preparation service specializes in maximizing refunds and ensuring compliance with federal and state tax regulations. We handle complex personal tax scenarios including investments, rental income, and international tax obligations. Our experienced CPAs and Enrolled Agents provide year-round tax planning to optimize your financial position while maintaining full compliance with current tax codes.
Business Tax Preparation
We offer comprehensive business tax solutions for corporations, partnerships, and sole proprietorships. Our services include quarterly tax filings, payroll tax processing, and multi-state tax compliance. We help businesses implement effective tax strategies that minimize liabilities while ensuring adherence to IRS guidelines and maintaining accurate financial records throughout the year.
IRS Audit Representation
Our IRS audit representation service provides expert guidance through the entire audit process. We negotiate with tax authorities, prepare documentation, and develop strategies to resolve issues including tax liens, levies, and wage garnishments. Our team works to achieve favorable outcomes through payment plans, offers in compromise, or innocent spouse relief applications when appropriate.
Bookkeeping Services
We provide full-service bookkeeping and accounting solutions for small businesses. Our services include accounts payable/receivable management, bank reconciliations, and financial statement preparation. We specialize in implementing accounting software solutions like QuickBooks and Xero to streamline financial operations and provide real-time business performance insights.
Estate Planning
Our estate planning services help individuals preserve wealth and ensure proper asset distribution. We coordinate with legal professionals to develop comprehensive plans addressing wills, trusts, power of attorney documents, and tax-efficient inheritance strategies. We focus on simplifying complex estate planning processes while ensuring compliance with current tax regulations to protect your financial legacy.
People
Nick
Tax Professional
Nick combines technical expertise with approachable service, specializing in maximizing client refunds while ensuring compliance. He has over 15 years of experience in individual tax preparation and prides himself on making complex tax issues accessible to clients.
Kevin Jimenez
Tax Professional
Kevin offers expert tax guidance with a focus on business clients. He has specialized in corporate tax matters for over a decade and provides year-round support to help businesses navigate tax obligations and optimize financial planning.
Matthew
Accountant
Matthew specializes in IRS audit representation and tax problem resolution. With extensive experience in tax law compliance, he helps individuals and businesses navigate complex IRS issues while maintaining a patient, client-centered approach to financial solutions.
Questions
Does Smart Tax offer virtual tax preparation services?
Yes, we provide secure online tax preparation with electronic document signing and virtual consultations available for convenience.
Can Smart Tax handle both personal and business tax needs?
Yes, we specialize in both individual tax preparation and comprehensive business accounting services including payroll and audits.
Does Smart Tax offer IRS audit representation?
Yes, we provide expert IRS audit representation and work to resolve tax liens, levies, and payment plan negotiations.
What accounting software platforms does Smart Tax support?
Our team is certified in both QuickBooks Online and Xero accounting software platforms for business financial management.
Is Smart Tax available for year-round tax consultation?
Yes, we offer ongoing tax planning and consultation services beyond tax season with certified accounting professionals.
Does Smart Tax provide services in languages other than English?
Yes, our team offers bilingual tax preparation services in both English and Spanish to accommodate diverse clients.
Reviews (5)
Jason Alexander
Mar 12, 2019
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Matt is one of the best, super helpful and friendly and knows exactly what he is doing to get you the highest tax break. I would highly recommend him to any family, friends or coworkers.
Tanya Rivera
Jan 18, 2019
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Yes its an awesome place to go been going for 4 yrs now thanks nick 👍👍👍👍
Laverl Bumpus
Feb 06, 2018
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Excellent Tax company. Great people wonderful personalities. A great warm experience for you and your family.
Frances Brown
Feb 06, 2018
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Smart tax is the place to go when u r getting your taxes DONE the people that works there r very professional I recommend them
Shekhinah Bd
Jan 13, 2018
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Knowledgeable but super slow. It took several months to get a tax return filed, had to make several calls and a pop up. DO NOT USE THIS COMPANY!!!!!
