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

Have questions or need assistance?

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.

This is true! If you gave someone a gift worth more than $18,000 ($36,000 for a couple) in 2024, you’ll need to file a gift tax return - due by April 15, 2025. However, since this total amount counts toward your lifetime exclusion amount ($13.61 million), the chances of actually owing gift taxes are very low. This applies to both cash and non-cash gifts (like property, stocks, vehicles, or jewelry). If the fair market value exceeds the annual exclusion, a gift tax return is required. Have questions? Reach out today! ... See MoreSee Less
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Taking a proactive approach to tax planning can help safeguard your finances as tax laws shift. With many tax breaks, deductions, and lower rates set to expire at the end of this year, these changes could significantly impact your tax bill — unless Congress takes action to extend them. Here are a few situations where a 2025 tax strategy session could help you stay ahead:❇️ Higher income in 2025. If your income increases, you could face higher tax rates in 2026. Taking steps now can help you minimize the impact. ❇️ You previously itemized deductions. Itemizing may become more beneficial again in 2026. If you have high state income or real estate taxes, now is the time to rethink your expense strategy.❇️ You own a large estate. The estate tax exemption will drop significantly in 2026. Gifting assets now can help reduce your taxable estate while the exemption remains high. ❇️ You invest in stocks or real estate. Reviewing tax-efficient strategies like tax-loss harvesting or selling appreciated assets at lower 2025 rates could save you money.❇️ You own a small business. The Qualified Business Income deduction may disappear in 2026, impacting your tax liability. Start exploring entity structure changes now to optimize your taxes. Start planning now so you’re prepared for any changes ahead. Need help navigating? 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
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website.

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