A little clarity before we begin.
Answers to common questions about working with Smart Tax.
Explore our services
Can I work with Smart Tax online?
Yes. Smart Tax offers online and in-person services. Contact us to arrange the appointment format that works for you.
Do you help self-employed people and businesses?
Yes. Services include individual and business tax returns, bookkeeping, business setup, tax planning, financial analysis, and budgeting.
What should I prepare for my appointment?
Start with identification, income records, relevant expense documents, and your previous return. Use the checklist above and ask your preparer which additional records are needed.
Can you help with an IRS notice or a previous return?
Smart Tax lists tax resolution and prior-year return amendments among its services. Contact the team to discuss the notice or return and the scope of assistance needed.
How do I book an appointment?
Open Zoom Scheduler from our Appointment page to select an available time and complete your booking. A callback request is not a confirmed appointment.
Let’s talk about your next step.
A free 20-minute conversation to understand your needs.