TD SMITH TAX LLC
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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.
Supported client types
Personal
Business
Specialties
High Net Worth Individual
SMB Owner
Solopreneur
Ultra High Net Worth Individual
Franchise Owner
Services
About TD SMITH TAX LLC
Employees
Founding year
2020
Rate range
One time fee: $400 - $10,000
Monthly: $1,000 - $10,000
Location
New York
Support
Dedicated staff for each client
Software
Proprietary software/platform, Zoom
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Clients who would be a good fit
Annual income
$100,000 - $500,000 $500,000 - $1,000,000
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
Annual revenue
Less than $100,000 $100,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
$500,000 - $1,000,000
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
Industry
Technology & Software Advertising & Marketing
Energy & Sustainability
Consulting & Professional Services
Healthcare & Wellness
Hospitality & Travel
Manufacturing & Hardware
Media & Entertainment
Energy & Sustainability
Consulting & Professional Services
Healthcare & Wellness
Hospitality & Travel
Manufacturing & Hardware
Media & Entertainment
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 would NOT be a good fit
Annual income
-
Annual revenue
-
Industry
-
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.
Endorsements
No endorsement
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