Home of the S.M.A.R.T. Team

Learn how to obtain personal financial success by

Saving Money And Reducing Taxes!

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly.

Bookkeeping

You get one-on-one guidance that helps manage risk and improve performance.

Business Tax Prep

You get one-on-one guidance that helps manage risk and improve performance.

Tax Planning

We pride ourselves on being very efficient, affordable, and of course, extremely discreet.

Tax Center

You get one-on-one guidance that helps manage risk and improve performance.

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

• Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
• Your tax return can be filed electronically so you will get a refund back quicker.
• Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.
• We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.

As a business owner, you’re busy developing new products or services and making sure your business runs smoothly. You probably don’t have time to reconcile your bank account or generate balance sheets to manage your cash flow, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of.

When you first started out, and money was tight, the do-it-yourself method of accounting might have worked just fine. But now that you have employees, pay estimated taxes, and need to manage your cash flow better, it’s time to find a trusted advisor to partner with all year long--not just at tax time.

• State and federal income tax preparation and filing
• Local and state sales tax compliance
• Bank Reconciliations
  
• State and federal payroll tax
• Minimize tax liability through the use of proven tax planning strategies
• Profit and loss statements
• Mergers and Acquisitions
• Entity selection and structure (S-Corp, C-Corp, LLC)

Accurate bookkeeping is essential to your company’s long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients from self-employed home-based business owners to small and medium-sized businesses with employees. When you outsource your bookkeeping services to us you get one on one personalized service and state of the art technology and payroll software.

If you’re just starting a business, we’ll set up reporting and recordkeeping systems that make it easy for you to keep track of where your money is going. If you’ve been in business for a while, but need help cleaning up your books, we’ll work with you to streamline your bookkeeping systems and set up a system of checks and balances.

But the best reason to use our bookkeeping services? You’ll have more time to focus on running your business and generating more profits.

• Accounts payable (entry, bill paying)
• Accounts receivable (entry, invoicing, deposits, collection)
• Bank Reconciliations
• Inventory management
• Bookkeeping clean up
• General ledger
• Tax forms (1099s, 1096)
• Payroll processing
• Outsourced bookkeeping

With years of proven expertise in business planning, we make sure that business owners like you have the information - and insights - they need to remain competitive and ensure financial stability for you and your loved ones for years to come.

We combine industry experience with time-tested solutions to develop a framework upon which to build your company’s success. Even better, when you leave the business planning to us, you can get back to doing what you enjoy and do best--running your business. your business and generating more profits.

• Planning for strategic growth
• Performance metrics
• Review and evaluation of internal controls
• SAS 112 compliance
• Bookkeeping clean up
  
• Business valuations and due diligence
• Budget and cash flow analysis and management
• Business entity selection and restructuring
• Financial projections and forecastsg

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

Office Hours:

Monday  9:00 AM -7:00 PM

Tuesday: 9:00 AM -7:00 PM

Wednesday: 9:00 AM -7:00 PM

Thursday: 9:00 AM -7:00 PM

Friday: 9:00 AM -7:00 PM

Saturday: By Appointment Only

1316 Rockbridge Rd SW Suite M,

Stone Mountain, GA 30087