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Tate Smith & Company is licensed in VA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

For more than 30 years, I have worked in Accounting and Finance with one core belief: no one should have to navigate the financial world alone. Early in my career, I saw how the gap between everyday financial transactions and institutional interpretation created stress, penalties, and unnecessary obstacles for business owners and individuals. I founded Tate Smith & Company to close that gap.

My formal education—dual undergraduate degrees in Finance & Investment and Accounting, an MBA, and my CPA license—formed the foundation of the firm. Over the years, I have shared that knowledge with clients, students, and community partners because I believe education builds confidence, clarity, and long term success.

Tate Smith & Company is built on four pillars that define my work:

• Education - Offering clarity and empowering clients through knowledge.
• Experience - Bringing more than three decades of financial leadership.
• Volunteerism - Giving back to strengthen our profession and our communities.
• Commitment - Showing up with integrity, reliability, and genuine care.

We’re accountants and we enjoy crunching numbers, but chances are good that as a small business owner, you don’t. In fact, you probably started your business because you had a great product or service to offer and not because you were excited about cash flow analysis, profit and loss statements, budget forecasting, and strategic tax planning.

That’s why we’re here.

Whether we meet with you monthly, quarterly, or once a year, we help you take financial control of your business, enabling you to focus on your core business tasks and make informed decisions about your financial future.

What we do for you:

• Generate reports and analyze financial data
• Evaluate cash flow and improve profitability
• Prepare budgets
• Strategic tax planning and financial forecasting
• Accounting systems set-up, Chart of Accounts and General Ledger
• Internal controls for fraud prevention
• Quarterly, monthly, and annual financial statements
• Use and sales tax processing
• Profit statements and balance sheets
• Custom financial reports
• Business tax returns
• Outsourced CFO services

As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

It's also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns -- so you don’t miss out on any tax credits and deductions that you are entitled to take.

Here's what else we do for you:

• Prepare accurate tax returns that are filed on time
• Calculate estimated taxes for self-employed small business owners
• Develop tax planning strategies that reflect individual financial goals
• Electronic filing and direct deposit for a faster tax refund
• File extensions and calculate estimated tax to avoid interest and penalties

As a business owner, you’re busy developing new products or services and making sure your business runs smoothly. You probably don’t have time to reconcile your bank account or generate balance sheets to manage your cash flow, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of.

When you first started out, and money was tight, the do-it-yourself method of accounting might have worked just fine. But now that you have employees, pay estimated taxes, and need to manage your cash flow better, it’s time to find a trusted advisor to partner with all year long--not just at tax time.

Here is what we do for you:

• State and federal income tax preparation and filing
• Local and state sales tax compliance
• State and federal payroll tax
• Minimize tax liability through the use of proven tax planning strategies
• Profit and loss statements
• Mergers and Acquisitions
• Entity selection and structure (S-Corp, C-Corp, LLC)

TESTMONIALS

We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

4196 Merchant Plaza Suite 531 | Woodbridge, VA 22192 | Call 571-290-2438

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