Business Details
32 Years
experience
Trusted Accounting and Tax Services in Woodland, CA
Smith & James CPAs has been dedicated to providing top-quality accounting and tax services since 1994. Our firm combines extensive experience with personalized attention, ensuring each client receives tailored solutions for their financial needs. We specialize in tax preparation, bookkeeping, and QuickBooks setup, serving businesses and individuals in Woodland, CA. Our team of certified professionals is committed to accuracy, compliance, and proactive tax planning.We prioritize client relationships, offering responsive support and transparent communication to build long-term trust. By staying current with evolving tax laws and technology, we deliver reliable expertise that empowers clients to achieve financial success. Our mission remains to simplify complex financial processes while maximizing value for every client we serve.
Services
Tax Preparation
Bookkeeping Services
QuickBooks Setup
IRS Audit Representation
Tax Planning
Details
- Year established: 1994
Highlights and features
- We have over 30 years of combined experience in accounting and tax services.
- Our team provides personalized QuickBooks setup and training tailored to your business needs.
- We specialize in resolving complex IRS audit and tax filing issues efficiently.
- Our proactive tax planning strategies help minimize liabilities while ensuring compliance.
- We offer responsive, one-on-one consultations for all bookkeeping and financial matters.
What people say
Professional and responsive
Leading firm
Personal attention
Quality service
Services
Tax Preparation
We prepare accurate individual and business tax returns while identifying deductions and credits to maximize refunds. Our process includes electronic filing, withholding adjustments, and next-year tax liability planning. Clients receive personalized guidance to navigate complex tax laws and avoid common filing errors.
Bookkeeping Services
Monthly and quarterly bookkeeping includes bank reconciliation, income statements, and balance sheets. We maintain clean general ledgers, track receivables/payables, and provide consultations to help business owners understand their financial position and improve cash flow management.
QuickBooks Setup
We implement customized QuickBooks systems, including chart of accounts setup, transaction entry, and staff training. Our services ensure accurate financial tracking from day one, with ongoing support for payroll integration, inventory management, and tax compliance.
IRS Audit Representation
We handle all IRS audit communications, documentation gathering, and negotiations. Our team protects clients from overpayment risks by ensuring proper tax code application and representing them throughout the audit process to achieve favorable outcomes.
Tax Planning
Our proactive tax planning identifies legal strategies to reduce liabilities through income deferral, deductions, and estate planning. We analyze clients' financial situations annually to implement tax-saving measures that align with long-term business and personal goals.
People
Carol Smith
Partner
Carol Smith, CPA partner with 30+ years of experience, specializes in tax strategy and IRS audit resolution. She focuses on simplifying complex financial matters for business owners while maintaining deep expertise in California tax compliance.
Tawny James
Partner
Tawny James, co-founder and CPA partner, provides strategic tax planning guidance. With expertise in small business accounting, she helps clients optimize financial operations while ensuring compliance with evolving tax regulations.
Jennifer Spencer
Senior Staff Accountant
Jennifer Spencer, a licensed CPA, manages complex tax returns and business accounting. She combines technical expertise with community-focused service, specializing in tax-efficient strategies for growing businesses and families.
Kathleen Von Raesfeld
Staff Accountant
Kathleen Von Raesfeld provides tax and accounting services with a focus on agricultural and small business clients. She is pursuing CPA certification while delivering personalized financial solutions to local entrepreneurs.
Stacy Hagen
Staff Accountant
Stacy Hagen offers tax compliance and accounting expertise, drawing from experience at KPMG and her own consulting firm. She specializes in high-tech and government entity accounting while serving small business clients.
Questions
What tax preparation services do you offer?
We prepare individual and business tax returns, identify deductions, and ensure compliance with current tax laws while maximizing refunds.
How can QuickBooks setup benefit my business?
Our QuickBooks setup includes customized chart of accounts, transaction entry, and staff training to streamline your financial management.
Do you handle IRS audit representation?
Yes, we represent clients during IRS audits, manage documentation, and negotiate resolutions to minimize tax liabilities.
What bookkeeping services are included?
We offer monthly bank reconciliation, income statements, balance sheets, and general ledger maintenance for accurate financial reporting.
Do you provide tax planning strategies?
We create year-round tax plans to reduce liabilities through income deferral, deductions, and estate/gift tax optimization.
