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ACCOUNTING SERVICES
ADVISORY BUSINESS SERVICES
AUDIT AND ATTEST THROUGH SMART AND ASSOCIATES, LLP
BUSINESS CONSULTING
COMPENSATION AND BENEFITS
TAX SERVICES
• Federal Tax Services
• State and Local Tax Services
• International Tax Services
• Insurance Tax Services
• Middle Market and
  Private Company Services
• Tax Accounting and Risk
  Advisory Services - FIN 48
• Tax Provision and
  Sarbanes-Oxley Related Services
• Transaction Advisory Services
• Tax Outsourcing and
  Co-Sourcing Services
• Sales and Use Tax Services
• Property Tax Services
• Tax Technology Services
• Family Office Business Services
• Executive Tax Services
• Tax Return Preparation
• Stock Option Analysis
• Deferred Compensation
  Analysis
• College Funding and Private
  Schooling
• Estate Planning
• Income Tax Consulting
  Services
• Insurance Planning
• Individual Tax
• Trusts and Estates
• Managing Directors
TRANSACTION ADVISORY SERVICES

Corporate executives are rewarded for their hard work and enormous responsibilities with compensation packages that extend beyond their salaries. In response to their special needs, SMART has designed a comprehensive Executive Tax Service program for companies, executives and high net worth individuals. Building on our strong reputation in the industry, especially our significant compliance capabilities, our tax services are structured for efficiency and accuracy. The hallmarks of our tax practice are client-focused service and strong client relationships.

From the disposition of family heirlooms, to sheltering your assets, to planning for elimination of all or a major portion of your estate tax liability, SMART consultants will design a plan to provide for nearly every eventuality you can contemplate.

Our Services Include:
Tax Return Preparation
Stock Option Analysis
Deferred Compensation Analysis
College Funding and Private Schooling
Estate Planning
Income tax Consulting Services
Insurance Planning
• Risk Management
Investment Management Review and Consulting
Individual Tax
Trusts and Estates

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