This appointment link is for established clients of Smith Tax and Bookkeeping Services, LLC.

Send all of your current year (2020) tax information such as W2s, 1099s, 1098s, etc. and a copy of your 2019 income tax return, if not prepared by Smith Tax and Bookkeeping Services, via our secure portal. We will enter the information you provide prior to your appointment and follow up with a phone call at your scheduled time. $50 deposit required. This deposit will be applied to the final fee which will be determined upon completion of your return.

As your outsourced bookkeeper, all you have to do is send us your documents and we will keep your books for you on QuickBooks. We prepare your bank account reconciliations, monthly close-outs and review and send your financial and management reports within 15 days of receiving the information from you. $150 deposit required. This deposit will be applied to the first month of service.

Have you fallen behind with filing your taxes? Let us help you get back on track! Upload all of your tax information such as W2s, 1099s, 1098s, etc. and a copy of the last return you did file. We understand you may not have all your prior year documents before your appointment date. You can call us in advance to discuss or we will review your options during your consultation on how you can obtain the required information necessary to complete your return. $100 deposit required. This deposit will be applied

We charge $75 for your initial consultation. If you decide to use our firm for services, the initial consultation fee ($75) will be applied to your invoice. You will be required to complete the intake form attached to this appointment

Tax planning strategies should be discussed as soon as possible to allow you the time necessary to implement your plan and make any adjustments to accommodate the most recent IRS guidance issued.