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TD SMITH TAX LLC
Our firm combines tax expertise with financial planning to offer a unique, all-in-one approach—helping you grow wealth, cut taxes, and make every financial move count.
TD SMITH TAX LLC | Advisory Services, Tax Preparation
5.0
Average rating
5
Client Reviews
$700 to $10,000
Annual Fixed Fee
What Our Clients Say
5.0
5 Client Reviews
Profile picture of Andrew Starkey
Andrew Starkey
January 16, 2025
Experience working with TD SMITH TAX LLC
Trevor has been great to work with. The first year I filled taxes with him he identified issues in my previous filing I did through software and was able to recover a decent sum from that year. It's been smooth sailing ever since and I look forward to working with him again this year.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Profile picture of Shira S
Shira S
January 16, 2025
Experience working with TD SMITH TAX LLC
Trevor has been doing our taxes for many years.  This includes personal and our small business.  He has also helped me with my mom's estate taxes.  Whatever the need, he guides me like a pro.  Trevor helps me long distance and answers my myriad of questions.  I appreciate the attention year after year.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
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.
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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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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