Tax Preparation & Planning

Accurate returns. Fewer surprises. A strategy that works year-round.

Tax season shouldn’t feel like a fire drill. At Smith & Company Accounting, we prepare your return with the full picture in mind – not just what happened last year, but what you can do differently next year. As a licensed CPA serving Buford and the Greater Gwinnett County area, we bring the kind of depth that goes well beyond data entry.

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RETURNS WE PREPARE

Individual returns

Federal and state returns for individuals and families, including complex situations – investment income, multiple W-2s, life changes like marriage or home purchase.

Self-employed

Sole proprietors, freelancers, and independent contractors. We maximize deductions, handle quarterly estimates, and make sure self-employment tax isn't a surprise.

Small business returns

S-Corp, Partnership, and multi-member LLC returns prepared accurately, with coordination between the business return and your personal return.

Real estate & rental income

Rental property owners and investors. Depreciation, passive activity rules, cost segregation opportunities – we know the real estate tax picture.

TAX PLANNING – NOT JUST TAX PREPARATION

The difference a CPA makes

Plenty of services can file your return. A licensed CPA looks at your return and asks: could we have done this better? Tax planning means having those conversations in March, June, Or September – not after the year is already closed.

Smith & Company works with clients year-round to identify strategies before they expire: entity structure reviews (is an S-Corp election right for you?), estimated quarterly payment planning so you’re not blindsided in April, retirement contribution strategies, and timing decisions on income and deductions that can meaningfully reduce what you owe.

If your tax bill felt too high last year, that’s a conversation worth having before this year ends.

WHO WE WORK WITH

Families & individuals

Simple to complex – W-2 income, investments, life events, multi-state returns.

Small business owners

Business and personal returns prepared together for the full picture.

Contractors & trades

Self-employed income, vehicle deductions, home office, quarterly estimates.

Real estate investors

Rental income, depreciation, 1031 exchanges, and short-term rental reporting.

Serving Buford, Sugar Hill, Lawrenceville, Suwanee, Duluth, Gainesville, and the broader Gwinnett and Hall County areas. We work remotely – no in-person visit required.

HOW IT WORKS

01 Free consultation

We talk through your situation, what you’re filing, and what questions you have. No commitment.

02 Document collection

We send you a simple form to collect the required information and documents. You upload securely – no email, no driving across town.

03 Preparation & review

We prepare your return and flag anything worth discussing before you sign – deductions we found, questions about next year, anything unusual.

04 Review call & e-file

We walk through the return with you, answer any questions, collect your e-signature, and file. Done.

COMMON QUESTIONS

Pricing depends on return complexity. Individual returns typically start around $350. Business returns typically start around $750. We give you a firm quote after our initial conversation – no hourly billing, no add-on fees for complexity we knew about upfront.

No. We work with clients entirely remotely through secure document upload and phone calls.

It happens more than you’d think. We help clients get caught up on prior-year returns, understand what they owe, and get back into good standing – no judgement. Get in touch and we’ll talk through the situation.

Yes – and it makes tax season considerably smoother. If we’re managing your books in QuickBooks Online all year, we have a huge head start on organizing your tax return when the time comes.

Any time of the year is fine, but the most valuable conversations happen as early as possible, when there’s still time to act on what we find before the year end closes the door on your options.

Let’s talk about your taxes.

Whether you need a return filed or a strategy for the year ahead, we’d love to help. Schedule a free consultation – no obligation, no pressure.

Schedule your free consultation