Smith & James

At Smith & James, CPAs, we pride ourselves on being a full-service CPA firm that provides top-notch accounting and advisory services to individuals and businesses. Our mission is to provide exceptional service with personal attention to each client's unique needs. With our expertise, you can rest assured that your financial matters are in good hands.

Our Firm

Founded in 1994, Smith & James, CPAs was established with the mission of delivering high-quality service with a personal touch. Our firm is licensed in California and is a Registered Investment Advisory firm. Our team of experienced professionals is dedicated to providing outstanding service to our clients.

Our Values

At Smith & James, CPAs, we operate on three core principles: professional excellence, personal attention, and responsiveness. We believe that each client deserves personalized service, and we strive to deliver exceptional results every time. Our values are reflected in everything we do, from tax preparation to bookkeeping services.

Services

We offer a wide range of services to cater to the diverse needs of our clients. Whether you're an individual or a business owner, we can help you navigate the complex world of taxation, financial planning, and accounting.

Tax Services

Our tax services include:

• Tax preparation: We prepare and file your tax returns accurately and efficiently.
• Tax planning: We help you minimize your tax liability and optimize your financial situation.
• Tax problems: We resolve tax issues and represent you before the IRS.
• Non-filed tax returns: We help you catch up on past due tax returns and avoid penalties.
• Back taxes owed: We assist you in resolving outstanding tax debts and setting up payment plans.

Bookkeeping Services

Our bookkeeping services include:

• QuickBooks setup: We set up your QuickBooks system to ensure seamless financial management.
• QuickBooks training: We train you on the optimal use of QuickBooks for financial planning and decision-making.
• QuickBooks pro advisor support: We provide expert support to resolve any QuickBooks-related issues you may encounter.

Why Choose Us?

At Smith & James, CPAs, we are dedicated professionals with a passion for delivering exceptional service. Our team is equipped to handle your most complex financial needs, from tax planning to bookkeeping. With us, you can rest assured that your financial matters are in good hands.