Soaring with the Walter D. Smith, CPA team
Our Services
Home
Our Mission
Our Services
Location
Contact Us
Web Links

Services designed to meet your needs.
     No cookie cutters here!

We believe our years of experience will help us answer most of your questions and take care of your needs.

Income Tax Planning and Preparation

 

Resolution of tax matters with the IRS and State tax authorities

 

Personal and Business Tax Matters

 

Business Advice and Planning

 

Personal Financial Advice in Divorce, Budgeting and Estate Planning

 

Personal and Business Problem Resolution

 

Accounting, Bookkeeping and

Financial Statement Services

 

Here are some specific consulting services we provided:

  • Served on Boards of Directors
  • Consulted on day-to-day business and management issues
  • Designed cost accounting systems and prepared cost analysis
  • Established and implemented accounting systems and trained employees
  • Evaluated and implemented internal controls
  • Advised on cash management methods and designed cash management systems
  • Helped secure financing for clients
  • Assisted buyers and sellers of businesses
  • Developed and implemented succession plans
  • Developed and implemented company policies and procedures
  • Designed and implemented profit improvement programs
  • Helped owners and management achieve their business and financial goals

In addition to our internal resources, we have a wide network of proven resources available to assist our clients in disciplines where we do not practice, such as law, insurance and securities sales.

 

We are dedicated to help our clients ease the burdens of a hectic business world.  No client is too small or too large.  Smith CPA, LLC is available to help you in some manner, even if it means referring you to other CPAs or consultants.  We are in business to help our clients.

 

To join our list of happy clients, please call us at (608) 356-7474.

 

Or you can send Walt an email message.  Just click here.

Many of the services we offer require us to discuss your specific needs in order to quote a fee.

Please call us at (608) 356-7474 for a free estimate or for more details.

Send us an email

Helping you soar to new heights.