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 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.

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.

Tax Insights

More Insights

Service Offerings

Individuals

  • Individual Income Tax Planning
  • Income Tax Preparation
  • Estate and Trust Income Tax Preparation
  • Retirement Planning
  • Stock Option/Deferred Compensation Planning
  • Representation at IRS and State Audits
  • Family Office Support
  • Prepare or Amend Prior Year Income Tax Returns

Businesses

  • Tax Preparation for Businesses
  • Tax Planning for Businesses
  • Retirement Plan Selection and Design
  • Representation at IRS and State Audits
  • Prepare or Amend Prior Year Income Tax Returns
  • CFO Solutions
  • Start-Up Business Services
  • Business Consulting
  • Notary Public
  • Accounting and Bookkeeping Clean-up
  • Year-end Capital Spending and Distribution Advice
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