At JOEL S. SMITH & ASSOCIATES we help make running your business easier by being your full-service outsourced Accounting Department:
We prepare your taxes
We help you with tax planning throughout the year.
We do your books
WE DO THE BOOKS.
YOU GET THE BENEFIT.
Do you have a bookkeeper who just can’t seem to keep up with your fast-growing business? We have the training and experience to solve your tax and accounting problems when it counts most - before they happen!.
ABOUT CONCORD CPA JOEL S. SMITH, MST, CMA
YOUR TOTAL
OUTSOURCED TAX AND ACCOUNTING DEPARTMENT
In the world of accounting, it's a common sight to see CPA's, EA's, and Tax Preparers solely focused on preparing tax returns based on financial reports from bookkeepers. However, at Joel S. Smith & Associates, we believe that this approach is not only inefficient but also ends up being more expensive in the long run.
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By separating accounting and tax preparation, valuable tax planning opportunities are missed, as your tax preparer may not know all the details until it is too late.
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Additionally, the cost of the tax preparer's services is often driven by the need to clean up the books. By ensuring that your books are in order from the start, you'll have access to accurate information and be able to make informed decisions for your business.
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All too often, separating these functions leads to the business owner thinking that accounting is only necessary for filing tax returns when in reality, it plays a crucial role in building and managing a successful business.
That's why Joel S. Smith & Associates offers a flat rate service that includes weekly check runs, monthly reconciliation of accounts, monthly reports, quarterly tax estimates, and more. Whether your accounting needs are weekly, or monthly, we can custom design an accounting and tax program to suit your business’s needs.
When your accountant and tax advisor are one and the same, you reap numerous strategic benefits. Your tax preparer will have a deep understanding of your business, making the tax return process smoother, more accurate, and cost-effective.
Furthermore, you'll have the opportunity to learn how to use your financial data to guide your business decisions and grow a thriving enterprise, not just a self-administered job. If you'd like to learn more about this, click here.
Do you have a bookkeeper who just can’t seem to keep up with your fast-growing business? We have the training and experience to solve your tax and accounting problems when it counts most - before they happen!.
WHY CHOOSE WALNUT CREEK CPA JOEL S. SMITH & ASSOCIATES
YOUR BOOKKEEPER CAN'T KEEP UP
Have a bookkeeper who just can’t seem to keep up with your fast-growing business? Joel S. Smith & Associates CPA in Concord can help. We have the training and experience to solve your tax and accounting problems when it counts most - before they happen!
Thinking about hiring a controller to expand your company’s accounting department? Hold on! Our Walnut Creek CPA Solution gives you the opportunity to take advantage of forward thinking tax planning while managing your accounting and saving you tons of CASH!!
YOUR COMPANY IS CONSIDERING TAKING ON A CONTROLLER
CHECK OUT Mike'S STORY AND HOW HE SOLVED THE PROBLEM OF HIS COMPANY OUTGROWING HIS IN-HOUSE bookkeeper
EXPERIENCE, KNOWLEDGE & PROFESSIONALISM
With 23 years of experience—19 years in public accounting and 4 years in private industry – Joel has shown multiple proficiencies and become an exceptionally well-rounded CPA. His credentials include:
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BS in Accounting and Finance, UC Berkeley,
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Masters in Taxation, Golden Gate University,
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Certified Public Accountant (CPA), and
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Certified Management Accountant (CMA).
Joel has helped clients with their tax planning and compliance issues throughout his career for all forms of business entities and many industries, including; Real Estate, Construction, Automotive Sales, Professional Services, Restaurants, Tax Exempt Entities, and many others.
Joel is an active member of the Institute of Management Accountants having served as past president of the San Francisco Chapter and is currently a member of the Board of the Amador Valley Chapter. He is also a member of Business Networking International.
“As a CPA, my role is to be a tax advisor, not simply a tax preparer. I am available to my clients to consult throughout the year, when the activities that lead to taxation occur. Together we can manage your tax situation rather than deal with its consequences at tax time."
~ Joel S. Smith, CPA
TESTIMONIALS
"Joel is an exceptional engagement manager that knows his accounting. He helped sort out our accounting for our non-profit organization. He has been instrumental in making sure our organization has the necessary information to build tax and financial reporting process. Joel is well qualified in real estate tax issues, small business and corporate tax issues. He’s no joke when it comes to being the nerdy tax guy that knows everything."
Darren Chan
Entrepreneur
"As President, trying to personally implement growth and changes within the company, I knew I had to team up with a dedicated and readily available CPA. One that would understand and is comfortable with the in’s and out’s of the new and constant changing tides within growing businesses, as well as adapt, work and grow with us. Joel serves the role of our outsourced tax and accounting department and has been highly responsive and knowledgeable in navigating us through the waters of financial and tax implications."
Harry Fegan
President of Zimmer Biomet Fegan, Inc.
"I am a CFO of a small technology firm in San Francisco and have known Joel Smith for well over a decade in both a professional and personal capacity. He has done my small company taxes on numerous occasions and we are very happy with his service. His honesty, deep technical knowledge and savvy small business insights have helped us tremendously."
Jason Giaimo
Owner, Net Gain Business Consultants
"Joel is attentive, responsive, extremely sharp, and an expert in the tax field. Joel and I worked in close contact during an extensive corporate financial review. He was as detailed as an IRS auditor – maybe more so! I would highly recommend Joel to anyone requiring tax support – on a professional or personal level – and will continue to urge my own clients to work with him. Thank you for the quality work, Joel!"
Angie Monette
Administration & Org. Dev.
SCHEDULE YOUR CONSULTATION
Are you looking for an accountant, tax preparer, or cpa in walnut creek, concord or the San Francisco East Bay area? We specialize in HOA Accounting, Small Business Accounting and tax preparation and planning services. We are your outsourced tax and accounting department!
For any inquiries, please call or email us
(925) 289-9175 | jsmith@jsscpa.com
our address
1990 N. California Blvd., #879, Walnut Creek, CA 94596
2045 Mt Diablo Street, Suite 202 Concord, CA 94520