Tax Smart Advisors LLC is your local tax & accounting firm serving small businesses and individuals.

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Contact the tax and accounting experts at Tax Smart Advisors LLC today!

With over 25 years of experience in small business and personal accounting and tax preparation, Tax Smart Advisors, LLC is a highly experienced team of financial professionals dedicated to helping our clients make more and keep more.

How do we help our clients make more?
We work with our clients to ensure they fully understand their finances so they can make better business decisions. With informed planning and our guidance, our clients can make decisions that maximize their earning potential.

How do we help our clients keep more?
We help our clients identify actions that help them to best take advantage of their financial situation, as well as the specifics of federal, state and local tax codes. This requires our team to keep abreast of the ever-changing tax code. With our expertise, our clients won’t pay more than they legally owe.

Accounting, Bookkeeping, Tax and Consulting Services

Tax Smart Advisors LLC provides accounting and consulting services to a variety of industries. Those services include tax prep & planning, bookkeeping, payroll services, financial statements preparation & analysis, financial advisory support, business consulting, business valuation and accounting software consulting.

Tax Smart Advisors LLC, Tax & Accounting Firm Serving the Lehigh Valley | Photo: People sitting across from each other at a desk with financial documents

Tax Prep & Planning

Our tax experts will help you minimize your tax liability while meeting your full tax obligations.

Tax Smart Advisors LLC, Tax & Accounting Firm Serving the Lehigh Valley | Photo: Person sitting at desk using calculator

Bookkeeping

Better business management starts with accurate bookkeeping.

Tax Smart Advisors LLC, Tax & Accounting Firm Serving the Lehigh Valley | Photo: Two people standing at a desk pointing to post-it note

Business Consulting

Any business can benefit from the counsel of experienced, knowledgeable accountants.

Tax Smart Advisors LLC, Tax & Accounting Firm Serving the Lehigh Valley | Photo: People sitting across from each other at a desk with financial documents

Financial Statements

Basing your company’s decisions on guesswork and gut instinct can be a recipe for failure in today’s environment.

Tax Smart Advisors LLC, Tax & Accounting Firm Serving the Lehigh Valley | Photo: Person sitting at desk using calculator

Business Valuation

Having an accurate valuation is essential to successful business planning.

Tax Smart Advisors LLC, Tax & Accounting Firm Serving the Lehigh Valley | Photo: Two people standing at a desk pointing to post-it note

Payroll Services

Reliable payroll services are essential to good employee relationships and sound business management.

Accuracy is of the utmost importance when filing your tax return, and even small oversights can lead to delays or IRS notices. To keep your process smooth and stress-free, take a moment to review these commonly overlooked details before submitting your return. 1. Missing forms. Double-check you have all W-2s, 1099s, and other required documents. Missing forms will be flagged by the IRS mismatch program, leading to delays. 2. Dependent information. If you’re claiming a new dependent this year, be sure to include their Social Security number and birthdate. Also, if custody is shared, confirm who will be claiming them to avoid filing conflicts. 3. Cost basis information. Sold stocks or real estate? Verify the purchase price (cost basis) is accurate to correctly report gains or losses.4. Schedule K-1s. If you own a partnership or S corporation, report your share of profits or losses using the correct tax forms. 5. Digital asset transactions. If you’ve bought or sold cryptocurrency or other digital assets, provide details for accurate tax reporting. 6. Unexplained forms. Receiving tax forms you don’t recognize, such as retirement distribution forms, may trigger taxes unless properly documented. Be sure to provide explanations where needed. 7. Missing signatures. Both you and your spouse (if applicable) must sign e-file approval forms to complete the filing process. Spending a few extra minutes to review these details can help you avoid unnecessary IRS correspondence and keep filing on track. Need help? Contact us today! ... See MoreSee Less
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In the latest turn of events, the U.S. Treasury and FinCEN announced that the requirement for small businesses to report beneficial ownership information will not be actively enforced or penalized at this time. What this means for your small business:❇️ If you haven’t filed or missed the March 21st deadline, you won’t face any fines or penalties. ❇️ The law is still in place, but enforcement is on hold. ❇️ Filing is currently optional, though FinCEN may announce future changes. Still have questions about how this might impact your business? We’re here to help! Reach out today. ... See MoreSee Less
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DISCLAIMER

No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Accuracy of Information
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