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Outsourced Tax Services: Planning, Preparation & Ongoing Strategy

We help small businesses optimize tax strategy and get returns prepared right and on time. Our proactive, strategic approach to tax planning means you’ll go beyond traditional tax planning to save your business money over time.

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Pillars Of Our Tax Services


Expert on-time preparation of the local, state, and federal returns for you and your business.


Strategic tax planning sessions with your SmartBooks tax advisor to optimize your tax strategy.


Expert support and consulting from your SmartBooks tax team available as needed throughout the year.

Streamlined, Efficient Tax Preparation

Everything we do at SmartBooks is built to leverage the power of people, processes, and technology, and so we’re able to provide comprehensive tax preparation services cost-effectively and efficiently. Whether your books are complete and current or you’ve been stuffing a shoebox or folder full of receipts, we can make tax management simpler for you. If necessary, we’ll clean up your books and records prior to preparing your returns, and going forward, we can offer you ways to manage your records efficiently, without the shoebox or folder.

Meet Greg Reed, Head Of Tax

Listen to Greg Reed on the Business of Business podcast as he discusses how approach tax strategy with a year-round perspective to reduce taxes and increase profits.

Listen to Greg Reed on the Digital Marketing Masters podcast as he discusses how tax planning and better books (plus some legal tactics) can help you save on your taxes.

SmartBooks helps Social Fulcrum save $280K through proactive tax planning.


Tax Planning Without Surprises

We can’t eliminate your tax bill, but we can certainly head off the surprises in it. That’s why we start our tax work long before your filing deadlines.

We offer every SmartBooks tax client a mid-year tax planning session. We’ll project your taxes for the full year and provide options for managing and reducing your tax liability. This not only gives you visibility into what lies ahead but also allows you to adjust course when needed.

Whether your business is an LLC, S-Corp, or C-Corp, we can help you:

  • Both comply with and leverage changing federal, state, and local tax law
  • Manage cash-basis tax liabilities against accrual-basis management accounting
  • Determine appropriate taxation of employee benefits provided to business owners
  • Take advantage of year-end tax management opportunities
  • Manage income, sales, and use tax liabilities across multiple jurisdictions based on your business’s nexus
  • Manage cash availability to cover tax liabilities

Sales Tax Consulting & Support

If your company has qualifying nexus in a state, it’s up to you to understand your sales tax obligations and collect correctly.

Economic nexus provisions vary on a state-by-state basis. Nexus refers to the perceived presence of a business by any state or local taxing authority. Each state has its own set of complex rules that determine if a nexus threshold has been met. Companies who establish nexus are then responsible to determine if they are liable to collect and remit sales and use tax on the products or services that they sell.

Our sales tax experts can ensure you are collecting appropriate sale taxes, pinpoint opportunities for savings, reduce audit exposure, and get back sales taxes you should not have paid.

Sales Tax Consulting Services

Integrated Bookkeeping, Accounting & Tax Services

For SmartBooks Bookkeeping & Accounting clients, tax planning and preparation are even smoother. Your SmartBooks tax advisor will be in close contact with your bookkeeping and accounting team throughout the year to make sure your tax planning is working off a rock-solid foundation. You won’t ever have to pay additional tax preparation fees for your books to get cleaned up, and your books won’t get cluttered with adjusting journal entries made by your tax preparer. And you’ll never be caught in the middle between your bookkeeper and your tax preparer.

Top 5 Tax Saving Strategies You Need Right Now

Download actionable tax strategy tips that will start saving you money immediately.

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No Extensions. No Surprises.

More often than not, tax preparers use extensions as a way to balance their workload away from the peak demand of tax deadlines and not because you actually need one.

At SmartBooks, our tax services are built around your needs, not ours, and our operational structure is designed for efficiency. And so our promise to you is that, if you use SmartBooks for your bookkeeping and accounting and your tax planning and preparation, we’ll never put you on extension unless you really need one.


Interested In Learning More?

Schedule a 15 minute Discovery Call with our Client Success Team to see if SmartBooks might be a good fit for you.