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At Smith & Associates, we strive to be personable, knowledgeable, and responsive to you! We are committed to providing our clients with exceptional Customer Service, Quality, and Integrity. Our mission is to provide the highest quality compliance, assurance, and advisory services to assist individuals and businesses in a wide range of industries. Our professionals partner with our clients to meet their personal and strategic goals. We are passionate about our work and aim to provide best-in-class services.

Our Values

Our team culture is built on collaboration. Together we do things right, by doing the right things: We hold ourselves to the highest level of integrity and ethical standards, in our families, our community, and in our work. We are honest, transparent, and authentic in what we say and do; with each other, and with our customers, partners, and our vendors. We are empowered to make informed decisions in the best interests of you, our customers. We are committed to continuous learning and innovation. We are imperfect and learn openly from our mistakes. We celebrate our successes often. Together, we work hard for you and we have fun doing it.

Services

We offer a wide range of services designed to meet the unique needs of our clients. These services include:

Tax Services

We provide timely tax planning and preparation services for individuals, corporations, partnerships, LLCs, trusts, and estates. Our team of experienced professionals is dedicated to ensuring that our clients receive the best possible tax advice and solutions tailored to their specific needs.

Business Start-Ups & QuickBooks

We are pleased to offer one-on-one advisory service to new business owners designed to assist them in mastering the complexities of the business start-up process. Our team is equipped with the knowledge and expertise to guide our clients through the initial stages of setting up their business, including financial planning, budgeting, and accounting practices.

Accounting & Auditing Services

We are experienced in providing audit services for businesses, homeowner associations, non-profit organizations, municipalities, school units, and special districts. Our team is dedicated to providing accurate, reliable, and timely financial information to our clients, helping them make informed decisions about their financial affairs.

Consulting Services

We provide professional consulting in various areas of tax, auditing, and accounting practices. Our team of experts is available to provide guidance and support on a wide range of financial matters, from budgeting and financial planning to compliance and regulatory issues.

Peer Review Services

Amanda Schultz Brown has qualified as a Peer Reviewer of other CPA firms under the American Institute of Certified Public Accountants Practice Monitoring Program. This means that our firm is committed to maintaining the highest standards of quality and integrity in our work, and we are dedicated to ensuring that our clients receive the best possible service.

Industries Served

Our broad-based clientele includes a variety of businesses. We have extensive experience working with clients from various industries, including healthcare, manufacturing, retail, non-profit organizations, and more. We understand the unique challenges and opportunities faced by businesses in different sectors and are equipped to provide tailored solutions to meet their specific needs.

Resources

We believe in providing our clients with access to the resources they need to make informed decisions about their financial affairs. Our team is constantly updating our knowledge base with the latest trends, laws, and best practices in accounting and finance, ensuring that our clients receive the most current and relevant advice.

Referral Directory

We are proud to have built a network of trusted professionals and businesses that we can refer our clients to when they need additional services or support. Our referral directory includes a range of professionals, from lawyers and financial advisors to insurance providers and business consultants.

News

At Smith & Associates, we are committed to staying up-to-date with the latest developments in accounting and finance. We regularly update our clients with news and information relevant to their interests and needs, helping them stay informed and make the best possible decisions about their financial affairs.

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