Tax

Leelyn Smith Tax

We don’t just do your taxes.
We work to optimize them.

Comprehensive Tax Planning

With over 100 years of combined experience, our team of CPAs are an incredibly valuable asset to Leelyn Smith and the families we serve. While many tax firms focus solely on tax return preparation each April, we believe that the best way to approach tax must be much more than that. We use an intimate, collaborative approach that involves all aspects of your financial world – income, real estate, investments, charitable giving and retirement savings. When you have sophisticated tax professionals that have an active involvement with your entire financial plan, it can have an incredibly powerful impact over the long term.

Personal + Business

We pride ourselves on being a one-stop-shop for all manners of tax planning and guidance. We use strategic analysis to work to optimize both your personal and business taxes to protect your wealth today and in the future.

Service Offerings

Individuals

  • Individual Income Tax Planning
  • Income Tax Preparation
  • Family Office Support
  • Estate, Gift, and Trust Taxes
  • Stock Option Planning
  • Representation at IRS and State Audits
  • Preparation of Responses to IRS and State
  • Electronically File Current Year Tax Returns
  • Prepare or Amend Prior Year Income Tax Returns

Businesses

  • Tax Preparation for Small Businesses
  • Tax Planning for Small Businesses
  • Guidance for Non-Profits
  • Representation at IRS and State Audits
  • Prepare or Amend Prior Year Income Tax Returns
  • CFO Solutions
  • Start-Up Business Services
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