The team at Smith + Howard understands how to manage your personal taxes and financial position based on our years of experience serving individual clients. In fact, we still have our very first individual tax client from our founding in 1971.
It’s about your individual situation. We will be trusted advisors, doing everything within our power to understand your situation and your long-term objectives.
Minimizing taxes is important. Our approach isn’t to settle for easy answers, but to investigate your specific set of circumstances, enabling you to capitalize on opportunities in every season of your life. This approach allows us to optimize tax planning opportunities for you and your family.
Things change. We also understand that your goals evolve over time and you need a dedicated team all the way up to the partner level. The continuity of our team enhances the working relationship and the results we can obtain for our clients.
Our personal, responsive approach and deep expertise will provide you with a strategic advantage today and into the future.
Our reputation is the most valuable asset and helps attract top talent and clients that are seeking long term relationships. Without integrity, we can’t be an excellent firm to strive to best serve our clients and take care of our people including where the firm can transcend to the next generation.
With clients in all 50 states and many with operations around the world, Smith + Howard brings an extraordinary level of expertise and knowledge to serve you.
Our tax DNA permeates our approach to every client, whether you’re down the street or on the other side of the world. It is part of what repeatedly lands us on the client-nominated USA Today Top Accounting and Tax Firm list and the IPA National Best of the Best list.
We invite you to connect with us and tell us more about your business.
“Their mindset is different. They’re constantly looking to see what our objectives are and they’re giving us the best possible advice and keeping up with all the rules and regulations. It’s like having an expert looking over your shoulder with what you’re doing.”
“I think they are exceptionally good listeners. I appreciate people who have that skill, and it’s very genuine. They’re a very “do business” thorough firm. They are a great partner – the essence of what you want for a firm.”
“Our board is incredibly impressed with the professionalism, accuracy, and clarity of the work of Smith + Howard. On a personal note, I enjoyed working with the team and truly appreciate their efforts, knowledge, guidance, and kindness. I feel reborn compared to our past audit experiences.”
You’ve worked hard to grow your wealth. Taxes can significantly impact your value and must be taken into account when formulating your goals to ensure the best results.
We will help you make the most of it for today, for your retirement and for future generations.
Our tax strategists provide sound guidance, take a high level of responsibility and initiative, and partner with you every step of the way to minimize your taxes, safeguard your legacy and transfer wealth the right way for your family.
I start every day reading a daily tax update so that I am a smarter and better tax professional every day. I also read more than 50 books every year of all types to be a smarter and better leader. I feel that excellence is the foundation to living up to our client and people values.
My passion for solving problems, creating efficiencies, and embracing innovation help drive an environment where our firm can provide excellent value on every engagement.
Contact us to learn more about how our private client tax services can help you.
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