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.

Noticing an error on your Form 1099 can be stressful, especially if it overstates your income and increases your tax liability. To resolve the issue efficiently and keep your tax filing on track, follow these steps:✅ Gather your facts. Collect receipts, emails, and statements to support your request for a correction. ✅ Contact the issuer. Call the vendor, bank, or investment company immediately to request a corrected form. If that doesn’t resolve the issue, follow up in writing. ✅ Get written confirmation. If the issuer agrees to the correction, request written confirmation and keep it for your records. You may need to protect yourself in case of an audit.✅ Notify the IRS. If the issuer fails to correct the form, contact the IRS to report the discrepancy. ✅ Consider an extension. If your corrected form hasn’t arrived yet, filing an extension may give you the time you need.Knowing a reporting error can cost you, it’s important to take action quickly. We’re here to help. Reach out today! ... See MoreSee Less
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It’s officially tax season... time to review your tax forms carefully! One important detail to check is whether you’re classified correctly as an employee or an independent contractor. A misclassification could mean unexpected taxes, penalties, or missed benefits. What’s the difference?Independent contractors handle their own taxes, insurance, and bookkeeping. They typically receive a 1099-NEC and are responsible for self-employment taxes and estimated tax payments. Employees receive a W-2, with taxes withheld by their employer, who also covers payroll taxes and benefits. The IRS bases classification on the level of control and independence in the work relationship. If your employer decides your schedule, location, and how your tasks are completed, you’re likely an employee. On the other hand, independent contractors have more flexibility. They set their own hours, work with multiple clients, and invoice for their services. Choosing the wrong classification can create unwanted tax headaches. Don’t wait if something seems off with your tax forms! Contact us today. We’re here to help. ... See MoreSee Less
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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.

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