Joel S Smith

Why Choose Us?

At Joel S. Smith & Associates, we understand that choosing the right accountant can be a daunting task. That's why we're dedicated to providing top-notch service, exceptional expertise, and personalized attention to every client. With over 23 years of experience, our team led by Certified Public Accountant (CPA) and Certified Management Accountant (CMA), Joel S. Smith, has the training and expertise to solve your tax and accounting problems when it counts most - before they happen.

Your Total Outsourced Tax and Accounting Department

We believe that accounting and tax preparation should be more than just a necessary evil. They should be a valuable tool for building and managing a successful business. At Joel S. Smith & Associates, we offer a flat rate service that includes weekly check runs, monthly reconciliation of accounts, monthly reports, quarterly tax estimates, and more. Whether your accounting needs are weekly, monthly, or quarterly, we can custom design an accounting and tax program to suit your business's unique needs.

The Benefits of Our Services

By having your accountant and tax advisor as one, you reap numerous strategic benefits. Your tax preparer will have a deep understanding of your business, making the tax return process smoother, more accurate, and cost-effective. Furthermore, you'll have the opportunity to learn how to use your financial data to guide your business decisions and grow a thriving enterprise, not just a self-administered job.

Our Expertise

With 19 years in public accounting and 4 years in private industry, Joel S. Smith has developed a wide range of skills and a deep understanding of the financial needs of businesses. His credentials include a Bachelor's degree in Accounting and Finance from the University of California, Berkeley, a Master's degree in Taxation from Golden Gate University, and certifications as a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).

What Our Clients Say

At Joel S. Smith & Associates, we're proud of our reputation for exceptional service and expertise. Some of our clients have shared their stories of success with us:

• "Joel is an exceptional engagement manager who knows his accounting. He helped sort out our accounting for our non-profit organization. Joel is well qualified in real estate tax issues, small business and corporate tax issues. He's no joke when it comes to being the nerdy tax guy that knows everything." - Darren Chan, Entrepreneur
• "Joel serves the role of our outsourced tax and accounting department and has been highly responsive and knowledgeable in navigating us through the waters of financial and tax implications." - Harry Fegan, President of Zimmer Biomet Fegan, Inc.
• "I am a CFO of a small technology firm in San Francisco and have known Joel Smith for well over a decade. His honesty, deep technical knowledge and savvy small business insights have helped us tremendously." - Jason Giaimo, Owner, Net Gain Business Consultants
• "Joel is attentive, responsive, extremely sharp, and an expert in the tax field. Joel and I worked in close contact during an extensive corporate financial review. I would highly recommend Joel to anyone requiring tax support - on a professional or personal level - and will continue to urge my own clients to work with him." - Angie Monette, Administration & Org. Dev.