
Tax Prep · Planning · IRS Defense
Pay the IRS less.
Legally.
Proactive, year-round tax strategy, preparation, and IRS representation for individuals and businesses — engineered to minimize what you owe and defend every dollar you keep.
What we do
Tax Preparation
Individual & business returns, prepared and signed by a licensed CPA.
Tax Planning
Year-round strategy that cuts next year's bill before it's due.
IRS Representation
Audits, notices and debt — we deal with the IRS, not you.
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Returns filed
Individual & business since 2018
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Clients served
Across all 50 states & abroad
$0K+
Avg. tax saved
Per planning client, every year
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Years of expertise
CPAs, EAs & tax attorneys
Credentialed, accredited, and trusted to file with the IRS
Working hard and SMAART. For you.
Stop drowning in the work.
Start leading the business.
Business owners and individuals already wear enough hats. SMAART Tax handles the busywork across every discipline — here's what we stand for.
SSolutions
Integrated solutions
One team for tax, accounting, payroll, planning and advisory — no more juggling vendors or chasing answers across firms.
Learn moreWhy choose SMAART?
An A+ team in your corner
Peace of Mind
Thousands of individuals and businesses trust SMAART to deliver clarity at tax time and confidence year-round — streamlined filings and proactive savings.
Combined Intelligence
CPAs, financial planners, enrolled agents and IRS practitioners — each bringing distinct expertise you can tap into to solve your most complex challenges.
Competitive Advantage
Add professional accountants, certified financial planners, investment advisors, IRS-law practitioners and US Tax Court counsel to your corner.
Google rating · Since 2018 · Serving nationwide
CPAs, Enrolled Agents, Financial Planners, IRS Practitioners and US Tax Court counsel — all in your corner.

The SMAART Tax team
Solutions that run your taxes the SMAART way
What our solutions do for you — as an individual and as a business.
For individuals
Maximize your refund and protect your wealth. From a simple 1040 to RSUs, crypto, multi-state and IRS notices — handled by a licensed pro.
- Individual & family returns
- Equity, crypto & investment income
- IRS notice & audit support
For businesses
Cut your corporate tax legally and stay compliant year-round. Entity strategy, credits, multi-state filings and CPA-signed returns.
- Corporate & pass-through returns
- Proactive tax planning & credits
- Payroll, sales-tax & multi-state
Our vision
With SMAART, opportunity is (in)sight
Our ability to see both the big picture and the granular details — and to read a business from every angle — lets us develop insights with game-changing impact. A future full of potential starts here.
In your corner
- CPA
- IRS Enrolled Agent
- US Tax Court Practitioner
- Certified Financial Planner
- Remote Notary Public
- Licensed Insurance Agents
- Investment Advisor Reps
- Loan & Credit Brokers
Our leadership
The professionals behind SMAART
CPAs, Enrolled Agents, Financial Planners & IRS Practitioners dedicated to your success.
Our services
The tax clarity you deserve
From a single return to multi-state, international and corporate filings — one team handles all of it.
Trending News
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An audit notice is alarming, but most audits are routine, document-driven, and resolvable. A calm, organized, well-documented response is the single biggest factor in a good outcome.
Business Tax CreditsThe R&D Tax Credit for Small Businesses: How It Works and Who Qualifies
The R&D credit rewards businesses that develop or improve products, processes, and software — and it's far more accessible to small businesses than most owners realize. A manufacturer, a software firm, even a food company reformulating a recipe may qualify.
Tax Planning & StrategyThe QBI Deduction: How Pass-Through Businesses Get a 20% Tax Break
The Qualified Business Income deduction lets pass-through owners deduct up to 20% of business income from federal taxable income. It's one of the most valuable — and most misunderstood — provisions in small business tax.
FAQ
Questions we hear most often
Can't find what you're looking for? Our team is ready to help with any question about your taxes.
What services does SMAART Tax offer?
Individual and business tax preparation, proactive year-round tax planning, IRS audit defense and tax-debt resolution, business tax credits, international tax (FBAR/FATCA), and state & local tax. One team handles everything from a simple 1040 to complex corporate and multi-state filings.
How much do your services cost?
We quote a fixed engagement fee up front, based on the complexity of your return or plan — no hourly meter and no surprise invoice at filing time. The initial consultation is free, and you'll have a transparent quote before any work begins.
I just started a business. When should I hire a tax professional?
As early as possible. The entity you choose and the elections you make in year one shape your tax bill for years. Engaging us at the start lets us set up your structure, payroll and bookkeeping correctly and start planning before the first deadline.
Do you work with clients outside of Florida?
Yes. We're headquartered in Fort Lauderdale, FL, but serve individuals and businesses in all 50 states and abroad — fully remote through our encrypted client portal, or in person by appointment.
Can you help if I'm being audited by the IRS?
Yes. We provide full IRS representation: we become your single point of contact, handle every communication with the examiner, confine the audit's scope, and fight to reverse penalties. You never have to speak with the IRS directly.
How do I get started?
Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently — no pressure and no obligation.
Ready to stop overpaying the IRS?
Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently — no pressure.











