Smith & Dekay PS

At S MITH & D E K AY P.S., we are dedicated to empowering clients with personalized, proactive accounting, financial, and planning services. Founded on traditional values and fueled by innovative technology, we strive to forge lasting partnerships that foster success and navigate every financial hurdle together.

What Drives Us

Our highly experienced professionals stay abreast of the ever-changing financial landscape, empowering us to offer customized solutions tailored to your unique needs. We prioritize personalized attention, open communication, and proactive planning to achieve the best possible outcomes for every client.

Business Solutions

• Comprehensive financial planning and strategy
• Business valuation and succession planning
• Financial consulting and risk mitigation
• Tax planning and compliance assistance
• Transaction support and due diligence

Individual Solutions

• Tax planning and compliance services
• Investment strategy development
• Estate planning and wealth management
• Retirement planning and analysis
• Financial education and goal setting

Technology & Security

Our commitment to innovation extends to client interaction. As a valued client, you receive access to a secure, password-protected online portal where you can:

• Store and access important financial documents anytime, anywhere
• Collaboratively work with us on projects
• Stay informed with real-time updates and progress reports

Our Guiding Principles

• Integrity: Upholding the highest ethical standards and transparency in all our endeavors.
• Client-centeredness: Prioritizing your needs and goals to achieve mutually beneficial outcomes.
• Collaboration: Working in partnership with you to find tailored solutions and navigate challenges.
• Communication: Maintaining open and clear communication throughout the engagement process.
• Innovation: Embracing new technologies to enhance your financial journey.

The S MITH & D E K AY P.S. Difference

Our dedication to personalized attention, proactive planning, and leveraging the latest technological advancements sets us apart. We are committed to building lasting partnerships with our clients, becoming trusted advisors who empower them to achieve financial clarity, success, and peace of mind.