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Private Client Tax Services

Responsive service. Individualized advice.

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Enjoy an enduring relationship

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.

Marc A. Azar
 CPA/ABV, CVA
Partner
Smith + Howard Advisory LLC

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.

A Nationally Recognized Accounting Firm

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 Forbes 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.

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What clients are saying

“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.”

Raj Anand, CEO, Southern States, LLC
woodruff

“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.”

 

Virginia Hepner, Retired CEO Woodruff Arts Center, Atlanta

“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.”

Brent Turner, CNP Development/Finance Director, Calvary Children's Home

How can we partner with you?

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.

CONTACT AN EXPERT
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Private Client Services

Tax Planning and Compliance
  • How often do you review your tax situation? Is tax planning done prior to the tax deadline? Are there surprises when filing your returns?
  • Taxes are much more than putting numbers on a form. Done right, tax compliance and planning will allow you to file timely while paying as little tax as possible. That’s where Smith + Howard adds value.

Estate and Gift Tax Planning
  • Your legacy is at stake: Have you developed a plan for getting what you want to the people you want in the most tax efficient manner possible?
  • Your plan should be reviewed every three to five years or when there are any major changes in the law or in your life. At Smith + Howard you will be working with a partner who favors simplicity and lays out a plan that meets your goals.

Family Office Services
  • Is it time for you to organize your personal financial activities in a more structured and professional manner? Once you reach a certain point in wealth accumulation, your situation may become exceedingly complex. When this occurs, it’s time to assess the best approach to managing your family’s wealth.
  • We can identify your options and work with your whole team: navigating between legal professionals, investment advisors, and organizing your personal financial life in a systematic and tax-efficient way.

Charitable Giving
  • Upon achieving financial success, it often becomes important to find ways to “pay it forward”, with charitable giving as an essential part of your future goals. There are many ways to structure charitable gifts and consideration should be given to both the philanthropic objectives and the tax benefits.
  • We will help you think about the entire scope of your activities, from annual giving to more comprehensive legacy initiatives, such as forming a private foundation or including charitable beneficiaries as part of your estate plan.

Personal Financial Planning and Investment Planning
  • What is your personal financial plan? Are you confident that you will have the resources to continue your desired lifestyle throughout retirement until the end of your life? Have you made adequate financial arrangements for your family?
  • Our experts offer guidance, helping you structure a plan that takes into account the dynamics of your financial life, including spending, saving, charitable giving, estate planning, and more.

Planning for Entrepreneurs
  • Where do your business operations end and your personal finances begin? The lines are often blurred and an understanding of both the business and personal challenges is required to ensure optimal planning.
  • Often your largest and most illiquid asset is your business. Annual tax minimization in conjunction with planning for a successful exit strategy is imperative for entrepreneurs. Our tax advisors guide you from start-up to sale to retirement.

Why us?

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.

Debbie R. Torrance
 CPA/PFS
Partner
Smith + Howard Advisory LLC

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.

Nicole Davis
 CPA
Senior Manager
Smith + Howard Advisory LLC

I always put our clients first and try to be as proactive as possible. Our jobs are a very important part of our client’s lives, and I want them to know we recognize and respect that, as well as appreciate them.

Let's Talk.

Contact us to learn more about how our private client tax services can help you.