Tax Smart Pros – Empowering Tax Professionals

About Us
Our Approach

What we offer
Proactive Positioning to Minimize Tax Liability
At Tax Smart Pros, we help clients avoid unwelcome financial surprises by providing key information and insights. Our proactive approach helps clients capitalize on saving opportunities and leverage the tax code to achieve their long-term financial goals.
Diverse Expertise Tailored to Fit Your Needs
We offer industry-leading experience across a full range of tax concerns, providing regular updates and delivering comprehensive services for individuals, businesses, and nonprofits of all sizes.
For Privately Held Businesses
We share the passion of nurturing privately held businesses, working tirelessly to help clients fulfill their business and personal goals at each stage of the business cycle, from startup through exit strategies.
For Nonprofit Organizations
Nonprofits trust us for customized, cost-efficient tax and advisory services, allowing them to focus on their missions. We address unrelated business income, 990 filing, and other potential tax concerns.
For Real Estate Investors
Our property tax consultants and real estate industry experts help clients realize their portfolio’s potential and minimize risk in all real estate activities.
For Private Wealth Individuals & Families
We cater to affluent individuals and families with unique tax challenges and planning goals. Our private wealth advisory team collaborates to craft and implement comprehensive, customized tax strategies, from family office services to trust and estate planning.
For Fast-Growing and Large Corporations
Our proactive stance on taxation helps businesses comply with laws and take advantage of tax savings opportunities. We provide specialized business tax consulting, including international tax, federal tax credits, state and local tax (SALT), property tax, equity compensation, sales and use tax filing, 1099 tax filing automation, and comprehensive tax compliance.
Our Services

Tax Planning
- Strategic Tax Planning: Develop long-term tax strategies to minimize tax liability.
- Retirement Planning: Optimize tax benefits for retirement savings.
- Estate Planning: Ensure efficient transfer of assets with minimal tax impact.
- Investment Tax Planning: Maximize tax efficiency on investment returns.
- Business Structuring: Advise on the most tax-efficient business structures.
Tax Preparation
- Individual Tax Returns: Accurate and timely preparation of personal tax filings.
- Business Tax Returns: Comprehensive preparation of corporate, partnership, and LLC tax returns.
- Multi-State Tax Filing: Expertise in handling tax obligations across multiple states.
- Tax Deductions and Credits: Identify and maximize all eligible deductions and credits.
- Electronic Filing: Fast and secure e-filing services.


Tax Resolution
- Audit Representation: Expert representation during IRS and state audits.
- Tax Debt Negotiation: Negotiate settlements and payment plans with tax authorities.
- Penalty Abatement: Seek reductions or eliminations of tax penalties.
- Tax Lien and Levy Release: Assist in removing liens and levies from assets.
- Innocent Spouse Relief: Provide support for those seeking relief from tax liabilities due to a spouse's actions.
Our Commitment
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Latest Blog
Section 148A of the Income Tax Act- A Comprehensive Overview
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Understanding Common IRS Notices for Individual Taxpayers
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How to Calculate the Percentage of Your Taxable Income and Why It Matters for 2024
Understanding how to calculate the percentage of your taxable income is crucial for effective financial planning and ensuring compliance with tax regulations. For the 2024 …