Business Details
21 Years
experience
Your Trusted Tax & Accounting Partner in Brooklyn, NY
Founded in 2005, Smart Tax was established to address gaps in accessible, high-quality tax services by prioritizing exceptional customer service and timely returns. Over nearly two decades, we have expanded our expertise to serve individuals and businesses nationwide while maintaining our commitment to three core principles: personalized attention, technical excellence, and proactive financial guidance. Our team of seasoned professionals specializes in tax preparation, accounting, and strategic planning, offering bilingual support in English and Spanish.We leverage cutting-edge technology like QuickBooks Online and Xero to streamline financial processes while maintaining a client-centric approach through in-person or virtual consultations. With offices across multiple states, we combine local knowledge with national resources to help clients achieve both immediate compliance and long-term financial goals.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
IRS Audit Representation
Business Valuation
Estate Planning
Cash Flow Management
Forensic Accounting
Strategic Planning
Internal Controls
Details
- Year established: 2005
Highlights and features
- We have 19 years of experience serving individuals and businesses nationwide
- Our team provides personalized service through in-person or virtual consultations
- Bilingual support available in English and Spanish for client convenience
- We offer free 30-minute initial consultations for all tax and accounting needs
- Our professionals maintain expertise in multi-state tax regulations and compliance
What people say
Knowledgeable staff
Friendly service
Thorough explanations
Timely returns
Multi-year loyalty
Services
Tax Preparation
Our tax preparation services cover individual and business returns with meticulous attention to detail. We specialize in complex filings including multi-state returns, international tax matters, and self-employed income reporting. Our professionals stay current with evolving tax codes to maximize refunds while ensuring full compliance with federal and state regulations.
IRS Audit Representation
We provide expert representation during IRS audits, leveraging our deep understanding of tax law to protect your interests. Our team handles all communication with tax authorities, prepares necessary documentation, and works to resolve discrepancies while minimizing potential penalties or liabilities through proven negotiation strategies.
Bookkeeping Services
Our bookkeeping services maintain accurate financial records using modern accounting software like QuickBooks and Xero. We manage accounts payable/receivable, bank reconciliations, and financial reporting to ensure business owners have real-time visibility into their financial health while meeting compliance requirements for tax filings and regulatory audits.
Payroll Processing
We handle complete payroll processing including wage calculations, tax withholdings, and regulatory filings. Our services ensure timely employee payments, accurate tax deposits, and compliance with federal/state labor laws while integrating seamlessly with accounting systems for streamlined financial management.
Business Valuation
Our business valuation services determine accurate company valuations for mergers, acquisitions, or succession planning. We employ industry-standard methodologies considering financial performance, market conditions, and intangible assets to provide defensible valuations that support strategic decision-making and financing arrangements.
People
Nick
Tax Professional
Nick specializes in individual tax preparation with over 15 years of experience. Known for his thorough approach, he ensures clients maximize deductions while maintaining compliance. Fluent in Spanish, he serves diverse communities across Brooklyn.
Kevin Jimenez
Tax Professional
Kevin has served East Harlem clients for over 5 years, offering year-round tax consultation. His expertise in multi-state tax regulations helps clients navigate complex filings. Available for in-person and virtual consultations, he maintains 100% client retention.
Matthew
Accountant
Matthew provides personalized tax solutions for individuals and small businesses. With experience in both Massachusetts and Texas filings, he offers cross-state expertise. Clients praise his patient explanations and proactive tax planning strategies.
George
Senior Tax Advisor
George specializes in complex tax situations and regulatory changes. With deep knowledge of recent tax law updates, he helps clients understand implications for their specific circumstances. Available for in-depth consultation sessions.
Taina
Client Services Manager
Taina coordinates client support services, ensuring timely document retrieval and record management. With over a decade of experience, she maintains 24/7 availability for urgent client requests and tax document emergencies.
Questions
What tax services does Smart Tax offer?
We provide individual and business tax preparation, IRS audit representation, back tax resolution, and tax planning services. Our experts handle complex filings including multi-state returns and international tax matters.
Do you offer accounting services for small businesses?
Yes, we offer bookkeeping, payroll processing, cash flow management, and financial reporting services tailored to small businesses using QuickBooks Online and Xero platforms.
Are your tax professionals certified?
Our team includes licensed CPAs and tax professionals with extensive experience in federal and state tax regulations, maintaining continuing education in evolving tax laws.
Can I access services remotely?
Yes, we offer virtual consultations and secure document sharing through our online portal for clients nationwide, with electronic signature capabilities for all transactions.
What areas do you serve?
While based in Brooklyn, we serve clients nationwide through virtual platforms, with physical offices in New York, New Jersey, Pennsylvania, and Florida locations.
Do you offer free initial consultations?
Yes, we provide complimentary 30-minute consultations to discuss your tax or accounting needs and determine the best approach for your specific situation.
