Business Details
Your Trusted Tax Partner in San Ramon, CA
Christy Smith CPA is a dedicated accounting firm serving individuals and small businesses in San Ramon, CA. With over 25 years of specialized tax expertise, we provide comprehensive tax planning, preparation, and advisory services tailored to clients' unique financial situations. Our team excels in navigating complex tax regulations, offering strategic guidance on business entity selection, IRS representation, and estate/trust tax matters.We prioritize personalized service, combining deep technical knowledge with proactive communication to help clients maximize earnings and comply with evolving tax laws. Our commitment to excellence is reflected in our focus on continuous education, client advocacy, and delivering actionable solutions that build long-term financial success.
Services
Tax Planning & Preparation
IRS Representation
Estate Tax Services
Business Entity Selection
QBI Deduction Assistance
Tax Return Filing
Tax Consultation
Financial Problem Solvers
Highlights and features
- We offer 25+ years of specialized tax expertise for individuals and small businesses.
- Our team provides personalized IRS representation and audit support.
- We specialize in strategic business entity selection and tax optimization.
- Our services include comprehensive estate and trust tax preparation.
- We stay current with evolving tax laws to ensure accurate, forward-thinking advice.
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Planning & Preparation
We provide comprehensive tax planning and preparation for individuals and small businesses. Our services include optimizing deductions, navigating complex tax codes, and ensuring compliance with federal/state regulations. Clients benefit from proactive strategies that minimize liabilities while maximizing refunds and long-term financial efficiency.
Business Entity Selection
Our firm guides clients through choosing optimal business structures (LLC, S-Corp, etc.). We analyze tax implications, liability protection, and operational needs to establish foundations for financial success. This service ensures businesses start with strategic tax advantages aligned with their growth goals.
IRS Representation
We offer expert IRS representation for audits, collections, and compliance issues. Our team negotiates on clients' behalf, resolves disputes, and implements solutions for tax debt or filing discrepancies. This service provides peace of mind through professional advocacy during high-stakes IRS interactions.
Estate Tax Preparation
Specialized tax services for estates and trusts ensure compliance with inheritance and transfer tax regulations. We prepare accurate filings while identifying opportunities to reduce estate tax burdens. This service supports smooth wealth transition across generations with tax-efficient strategies.
QBI Deduction Assistance
We help businesses maximize the Qualified Business Income deduction through eligibility analysis and documentation optimization. This service directly increases after-tax income for eligible sole proprietors, partnerships, and S-Corporations by leveraging complex tax code provisions.
People
Christy S. Smith
Certified Public Accountant
Christy S. Smith is a seasoned CPA with 25+ years of experience in tax services. She specializes in individual and small business tax strategy, IRS compliance, and business advisory services. Her client-focused approach emphasizes clear communication and proactive tax planning.
Questions
What tax services do you offer for small businesses?
We provide business tax planning, entity selection, payroll tax compliance, and QBI deduction optimization tailored to small business needs.
Can you help with IRS audit representation?
Yes, our firm offers comprehensive IRS representation services including audit support, collection defense, and compliance resolution for individuals and businesses.
Do you handle estate and trust tax filings?
Yes, we specialize in estate and trust tax preparation, ensuring compliance with complex inheritance tax regulations and minimizing tax liabilities.
What sets your tax planning apart?
Our approach combines 25+ years of expertise with personalized strategies that address both current obligations and future tax implications for long-term financial benefits.
How do you stay updated on tax law changes?
We maintain CPA certification through continuing education and actively monitor legislative updates to provide accurate, forward-thinking tax advice.
