Business Details
50+ Years
experience
Trusted Accounting & Financial Solutions in Jacksonville
Smoak Davis & Nixon has been a trusted provider of integrated financial solutions since 1924. Founded by Paul R. Smoak, the firm evolved through strategic partnerships and expanded its expertise beyond traditional accounting to include consulting and technology-driven financial services. Our team of certified professionals delivers tailored tax, audit, and accounting services to individuals and businesses across diverse industries. With a legacy of integrity and client-centric service, we maintain membership in Allinial Global to enhance our resources and expertise. Our commitment to continuous professional education ensures we stay ahead of evolving tax and accounting standards.Clients benefit from personalized guidance, specialized nonprofit audit training, and innovative solutions like cost segregation studies and R&D tax credit analysis. We prioritize accessibility, with partners consistently available to address client needs. Decades of experience serving Jacksonville's business community have solidified our reputation as a premier financial services provider. Our culture of teamwork and ethical standards drives our mission to deliver quality financial services. Today, we continue serving clients from our Jacksonville headquarters, maintaining the founding principles that have guided us for nearly a century.
Services
Tax Services
Accounting Services
Consulting
Audit & Attestation
Nonprofit Audits
Cost Segregation
R&D Tax Credits
Internal Controls
Payroll Reporting
QuickBooks Support
Details
- Year established: 1924
Highlights and features
- We offer 99 years of continuous accounting expertise since 1924
- Our team includes Certified QuickBooks ProAdvisors and tax specialists
- We maintain membership in Allinial Global for expanded resources
- We develop customized audit strategies tailored to client industries
- Our staff receives specialized training for nonprofit organization audits
Associations and certifications
- Allinial Global
- AICPA Employee Benefit Plan Audit Quality Center
What people say
Outstanding quality of service
Knowledgeable professionals
Customized solutions
Trusted advisors
Industry expertise
Services
Tax Services
Our tax professionals deliver customized planning and compliance solutions for individuals and businesses. We specialize in multi-state taxation, IRS audit support, and tax credit optimization. With expertise in charitable giving strategies and transaction structuring, we help clients minimize liabilities while maintaining compliance. Our team stays current with evolving tax laws to provide informed guidance that supports long-term financial goals.
Audit & Attestation
We provide comprehensive audit and assurance services tailored to private companies, nonprofits, and employee benefit plans. Our customized approach combines industry knowledge with technical expertise to assess financial reliability. Services include full financial statement audits, reviews, and agreed-upon procedures that help organizations strengthen internal controls and meet regulatory requirements while maintaining operational efficiency.
Accounting Services
Our certified QuickBooks ProAdvisors offer complete accounting solutions from daily bookkeeping to CFO-level financial analysis. We support month-end close processes, financial statement preparation, and payroll tax reporting. Whether you need full-charge bookkeeping or periodic consultation, our team provides accurate, timely financial information to help businesses maintain proper records and make informed decisions.
Internal Control Evaluations
We help businesses strengthen financial controls through comprehensive process documentation and risk assessment. Our evaluations identify weaknesses in existing systems and provide practical solutions to prevent fraud and errors. By analyzing accounting policies and operational procedures, we help organizations improve efficiency while ensuring compliance with regulatory requirements and industry best practices.
Cost Segregation Studies
Our cost segregation services help real estate owners accelerate tax deductions through detailed property analysis. By identifying personal property assets within real estate holdings, we enable clients to increase cash flow through accelerated depreciation. This strategic approach provides immediate tax benefits while maintaining compliance with IRS guidelines for commercial property owners.
People
Robert T. Loverich
Managing Partner
CPA with 35+ years of experience in auditing and business consulting. Leads firm's accounting and auditing committee. Active in Florida Institute of CPAs and AICPA. University of North Florida graduate committed to community service.
Lawrence Kaplan
Partner
Specializes in wealth transfer planning and tax advisory for high-net-worth clients. Holds CPA and EA credentials. Former South Florida resident with Series 65 investment advisory qualification. Master's degrees in accounting and international business from Florida universities.
Lori Graham
Partner
Auditing expert with 15+ years at SDN. Transitioned from tax specialization to lead assurance services. Holds Master of Accountancy from University of North Florida. Active AICPA member with military family ties to Jacksonville.
Christopher Loudy
Partner
Tax specialist with 20+ years of experience in multi-state taxation and estate planning. University of Florida accounting graduate. Serves on FICPA Jacksonville Chapter board. Active in local scouting and community organizations.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, financial statement preparation, month-end close processes, and QuickBooks support for businesses of all sizes.
Do you specialize in any industries?
Yes, we serve construction, real estate, hospitality, professional services, retail, and nonprofit organizations with industry-specific expertise.
What tax services are available?
Our tax services include individual and business tax planning, multi-state taxation, IRS audit support, and specialized tax credit studies.
Are you available for emergency accounting needs?
While we don't offer 24/7 emergency services, our team prioritizes urgent client requests during regular business hours.
How do you handle nonprofit organization audits?
We have specialized training for nonprofit audits under Uniform Guidance and Government Auditing Standards with decades of experience in this sector.
What consulting services do you provide?
Our consulting services include due diligence, internal control evaluations, cost segregation studies, and R&D tax credit analysis for business growth.
