5.0
Average rating
6
Client Reviews
$700 to $10K
Annual Fixed Fee
$0
Minimum Annual Income
$0
Minimum Annual Revenue
What Our Clients Say
5.0
6 Client Reviews
Kaye Cy Villaspin
November 15, 2025
Current client since 2024
5.0
Reason for working with TD SMITH TAX LLC
Friendly, knowledgeable
Experience working with TD SMITH TAX LLC
Trevor is very helpful and gives me a personalized experience when dealing with taxes and investments. As a busy person who doesn’t want to deal with taxes and numbers, working with him is a breeze. He explains everything easily, in a language I can understand. I would work with him again!
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Trevor is very helpful and gives me a personalized experience when dealing with taxes and investments. As a busy person who doesn’t want to deal with taxes and numbers, working with him is a breeze. He explains everything easily, in a language I can understand. I would work with him again!", "author": "TD SMITH TAX LLC", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Nicholas Pease
January 28, 2025
5.0
Experience working with TD SMITH TAX LLC
Great accountant who is always quick and thorough with any questions with filing. Would recommend his service.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Great accountant who is always quick and thorough with any questions with filing. Would recommend his service.", "author": "TD SMITH TAX LLC", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
My target clients are primarily high earners who value proactive, strategic financial guidance. They often need integrated tax and retirement planning to help manage complex financial situations, optimize tax efficiency, and build a strong foundation for future wealth. These individuals look for a trusted advisor who understands both the immediate and long-term impact of their financial decisions, from tax strategies to retirement income planning.
Clients who wouldNOTbe a good fit
I may not be the best fit for individuals just starting their financial journey, such as those in the early stages of their career, with limited assets or minimal tax complexity.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Client Type
Services Offered
Service Pricing
Annual Fixed Fee
$700 to $10,000
TD SMITH TAX LLC's Tech Stack
About TD SMITH TAX LLC
At our firm, we bring together the expertise of seasoned CPAs with extensive tax knowledge to help you minimize taxes and create forward-looking financial strategies. Our goal is to ensure you pay the lowest taxes possible over the course of your lifetime.
What sets us apart is our ability to go beyond the surface—delving into complex tax areas where many advisors and accountants lack the expertise to provide truly impactful advice. We uncover opportunities for significant tax savings and improved financial returns, delivering the kind of personalized service that drives real, long-term value for our clients.
What sets us apart is our ability to go beyond the surface—delving into complex tax areas where many advisors and accountants lack the expertise to provide truly impactful advice. We uncover opportunities for significant tax savings and improved financial returns, delivering the kind of personalized service that drives real, long-term value for our clients.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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