TD SMITH TAX LLC
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.
Nicholas Pease
January 28, 2025
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
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
Disclaimer
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