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Outsourced Tax Services: Planning, Preparation & Consulting

No Extensions. No Surprises.

SmartBooks’ team of tax experts helps small businesses optimize tax strategy and get returns prepared right and on time. Our proactive, strategic approach to tax planning means you’ll never be surprised by your return or put on extension unless you want one.

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

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.

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


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.

Comprehensive Tax Services For Small Businesses


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


Quarterly 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.

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.

Schedule a free consultation with our team to get your questions answered

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