Your Partners in Financial Success
Our Vision
At Smriti CPA LLC, we empower clients to achieve financial success and peace of mind through personalized accounting, tax planning, and comprehensive financial guidance. Established in 2000, we have proudly served the Dallas area and beyond, fostering long-lasting client relationships built on trust, transparency, and unparalleled expertise.
Our Team
Led by founder and CEO, Smriti Karki CPA, our team boasts an array of experienced professionals with diverse backgrounds in accounting, tax planning, and financial consulting. Each member is dedicated to providing clients with exceptional service, tailored solutions, and proactive guidance.
Our Services
We offer a comprehensive range of services to meet the diverse needs of individuals and businesses, including:
Accounting & Bookkeeping
- Comprehensive accounting and bookkeeping services
- QuickBooks training and support
- Customized financial reports and analysis
Tax Preparation & Planning
- Accurate tax filing for individuals and businesses
- Tax planning and optimization strategies
- Representation before the IRS and state agencies
Business Services
- Business incorporation and formation services
- Ongoing business consulting and support
- Assistance with IRS tax problems and appeals
Personal Finance & Wealth Management
- Individual tax planning and filing
- Retirement planning and investment guidance
- Estate planning and wealth preservation strategies
Areas of Expertise
- Small and medium-sized businesses
- Professional services
- Construction companies
- Real estate
- Restaurants and bars
- Retail establishments
- Transport
Our Commitment
We believe in building lasting relationships with our clients and becoming trusted partners in their financial success. Our unwavering commitment to excellence is reflected in our:
- Personalized approach to every engagement
- Attention to detail and proactive communication
- Continued pursuit of professional development and industry knowledge
- Responsive and timely service
Overall Review
The reviewer, Suraj Poudyal, has given a 5-star rating to the CPA firm. The review is extremely positive, with the author stating that it is the "Best CPA firm in Town".
Professionalism and Work Ethic
The reviewer praises the firm's professionalism, describing the staff as "very professional" and "hard working". They also highlight the importance of the firm's attention to time, value, and money, implying that these qualities are key to their success.
Long-term Relationships
The reviewer mentions that they have been working with the firm for over 10 years, indicating a strong long-term relationship. They also state that they don't need to look for other options, suggesting that they are extremely satisfied with the firm's services.
Client Education
The reviewer praises the firm's approach to educating their clients, stating that they "educate their clients rather than just getting things done". This implies that the firm takes the time to explain their work and keep clients informed, fostering a sense of trust and understanding.
Recommendation
The reviewer highly recommends the firm, stating that what you pay for is exactly what you get. They also note that you won't regret your decision.
Conclusion
Overall, the reviewer is extremely satisfied with the CPA firm, praising their professionalism, work ethic, long-term relationships, client education, and value for money.
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