Business Details
8 Years
experience
Expert Accounting Services in Horsham, PA
At Smith Bookkeeping Financial Services, we are dedicated to providing efficient and reliable accounting, bookkeeping, and tax services tailored to the needs of small and mid-sized businesses. Since our establishment in 2018, we have served clients across Philadelphia, Bucks County, Montgomery County, New Jersey, New York, and nationwide. Our team combines the experience of a large firm with the personalized attention of a local provider, ensuring timely communication, technical expertise, and customized solutions.We focus on delivering accurate financial reporting, strategic tax planning, and proactive advisory services to help businesses optimize operations and achieve long-term growth. Our commitment to excellence is reflected in our client-centric approach, which prioritizes transparency, education, and exceptional service.
Services
Tax Preparation
Bookkeeping
Payroll Services
IRS Tax Resolution
Business Funding
Details
- Year established: 2018
Highlights and features
- We offer over 20 years of combined experience in accounting and tax services.
- Our team provides personalized solutions tailored to your business needs.
- We guarantee timely and accurate financial reporting and tax compliance.
- Our client-focused approach ensures transparent communication and education.
- We serve businesses nationwide with local expertise in Philadelphia and PA.
Services
Tax Preparation
We prepare federal, state, and international tax returns with a focus on compliance and strategic planning. Our services include real estate cost segregation studies, audit representation, and tax deferral strategies. Clients benefit from reduced liabilities and improved cash flow through our expertise in federal and state tax regulations.
Bookkeeping
Our bookkeeping services include bank reconciliations, accounts receivable/payable management, payroll processing, and financial reporting. We provide monthly, quarterly, or annual solutions tailored to non-profits, e-commerce, and standard businesses, ensuring accurate insights into financial health.
IRS Tax Resolution
We assist with IRS installment agreements, offers in compromise, and innocent spouse relief. Our team negotiates with the IRS to reduce tax debts, stop garnishments, and resolve penalties, leveraging deep expertise in tax code and compliance.
Business Funding
We connect businesses with funding solutions like term loans, equipment financing, and lines of credit. Our partnerships with lenders ensure access to capital for growth, payroll, and operational expenses, with streamlined application processes.
Payroll Services
We manage payroll processing, tax reporting, and compliance for businesses of all sizes. Our services include direct deposit, wage reporting, and year-end W-2/1099 preparation, ensuring adherence to federal and state regulations.
People
Marvin Smith II
Founder
Marvin Smith II, a graduate of LaGuardia College with a degree in Accounting, has over 20 years of experience in accounting and bookkeeping. He has collaborated with top Philadelphia accountants and specializes in client education and personalized service.
Questions
How do you bill for your services?
We use flat rates for tax returns, fixed fees for monthly bookkeeping, and hourly rates for special projects. Fee proposals are provided before engagement.
What hours are you available?
We are available 8:00am to 5:00pm Monday through Friday, and Saturdays 9am to 1pm from January 15 to April 15.
What role do you play if the IRS audits me?
We represent you during audits, defending return details as CPAs. We ensure compliance and minimize liabilities through expert negotiation.
What documents are needed for tax preparation?
Provide W-2s, 1099s, K-1s, mortgage interest statements, tax bills, contribution records, and business income/expense reports.
