Comprehensive Tax Planning

With over 100 years of combined experience, our team of CPAs are a valuable asset to Leelyn Smith and the families we serve. While many tax firms focus solely on tax return preparation each April, we work with our clients year-round to implement prudent tax planning strategies that benefit our clients well into the future. These strategies are enhanced by continuous, open communication between our tax advisors and financial advisors. We use a personalized, collaborative approach that involves all aspects of your financial life, including income, investments, charitable gifting, and retirement savings. Leelyn Smith’s sophisticated tax professionals are actively involved with each client’s holistic financial plan, which we believe leads to the best outcomes over the long term.