Smith Barta On-Line Tax Guide

Tax Services

Without the expertise and guidance of a first-rate tax professional on your side, you may be paying more than necessary.

The taxation professionals at Smith Barta & Company are proactive business partners who go beyond compliance-based tax work, enabling you to take advantage of every possible opportunity for tax benefits and savings. We combine an extensive technical knowledge of tax law with a firm understanding of your unique situation to develop in-depth tax planning strategies that can guard against risks while seizing benefits that help you succeed. We prepare and review all required tax returns and can support you in examinations by federal or state taxing authorities.

For corporations and organizations of all sizes, our approach includes a focus on succession and estate planning, as well as federal, state, and local tax. For individuals, our goal is to help you retain as much of your hard-earned income as possible through income tax, estate, gift, and retirement planning.

Our tax services include:

  • Corporate, Partnership, & Individual Tax Preparation
  • Estate, Trust, & Gift Planning
  • Family Wealth Planning
  • Advice on Mergers & Acquisitions, Reorganizations, & Liquidations
  • Entity Selection
  • Sales & Use Tax
  • Tax Planning
  • IR Representation
  • Analysis of Tax Implications on Investments
  • Stock Option Planning
  • Pension and Profit-Sharing Plans
  • Deferred Compensation Plans