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.
Two key issues on the tax radar: Designation of employees versus contractors and inherited IRAs.
Charitable retirees achieve tax-efficient gifting
Long-time landlords seek tax-efficient sale of property assets
- Retirement Planning
- Family Office Support
- CFO Solutions
- Business Consulting
- Stock Option/Deferred Compensation Planning
- Retirement Plan Selection and Design
- Start-Up Business Services
- Year-end Capital Spending and Distribution Advice
- Income Tax Planning
- Estate and Trust Income Tax Preparation
- Tax Preparation for Businesses
- Tax Planning for Businesses
- Income Tax Preparation
- Representation at IRS and State Audits
- Prepare or Amend Prior Year Income Tax Returns
- Sales Tax Services
- Accounting and Bookkeeping Clean-up
- Reviews and Compilations
- Payroll Services
- Notary Public
- Accounting Software Selection & Implementation
- Financial Statement Preparation