Companies have a variety of accounting needs, from transaction processing, to tax planning, to budgeting. The challenge is to meet those needs in an efficient and cost effective manner. In short, does a company maintain an in-house accounting staff or does it outsource its accounting needs?
AUDITS AND REVIEWS
Timely and accurate financial reporting provides you with the critical information needed to make key business decisions and meet today’s demanding requirements by regulators and financial institutions. Whether it’s private equity investors, venture capitalists, bankers, Department of Labor, state or local governments, or major donors, we deliver for you, our client.
ESSENTIAL TAX SERVICES
Companies have a variety of accounting needs, from transaction processing, to tax planning, to budgeting. Their challenge is to meet those needs in an efficient and cost effective manner. In most cases, local outsourcing of your accounting needs is a better solution.
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
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
YOUR IN-HOUSE BOOKKEEPER IS OVERWHELMED
Has your business out-grown the abilities of your in-house bookkeeper, but you’re not quite ready to hire a controller? We help businesses drastically save on their accounting and tax preparation costs. We are Walnut Creek's Top CPA and Accounting Firm!
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:
BS in Accounting and Finance, UC Berkeley,
Masters in Taxation, Golden Gate University,
Certified Public Accountant (CPA), and
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
"I recently found myself needing a new CPA after 15 years of satisfaction with my former one. I had a few to choose from, and ultimately decided on Joel, after much deliberation. He was very caring, extremely knowledgeable and patient with me, as I made this difficult transition. He gave me so much more personal attention than I expected. That, as well as his very strong command of the tax laws and codes, made it very easy for me to decide to work with him."
Business Owner and Real Estate Investor
"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."
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."
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!"
Administration & Org. Dev.
"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."
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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
925-289-1160 | email@example.com
1261 Locust Street #79, Walnut Creek, CA 94596
2045 Mt Diablo Street, Suite 202 Concord, CA 94520
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