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About
I am a seasoned CPA specializing in retirement income and tax optimization. I am committed to helping you secure your financial future. My mission is to create tailored retirement income plans while minimizing your tax liabilities, ensuring you keep more of what you've earned. I provide personalized solutions, uphold the highest professional standards, and empower you with financial knowledge. Let's start your journey towards financial freedom and a worry-free retirement.
Overview
Hired 76 times
Background checked
1 employee
9 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, Credit card, PayPal, Venmo, and Zelle.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2023
2022
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, professionalism, and work quality.
Excellent 4.9
57 reviews
5
96%
4
0%
3
0%
2
0%
1
4%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Carmela C.
Oct 4, 2023
•
Hired on Thumbtack
Trevor answered all of my questions and he was very professional, gave me great advice of how I can manage my finances and taxes for the future. Thanks a lot!!
Personal Financial Planning
Annette S.
Mar 3, 2022
•
Hired on Thumbtack
Trevor is very knowledgeable and an absolute pleasure to work with. He immediately reached out and we had a call where he answered my tax inquiries and provided a price quote. He prepared my tax return quickly and asked the right questions to ensure I provided him with the necessary documents. I had a few follow up questions as well as revisions and he was very accommodating. I appreciate how easy it was to work with him - he made the process so seamless. I highly recommend his services!
Business Tax Preparation
James R.
May 7, 2022
•
Hired on Thumbtack
Trevor helped me figure out my tax situation when a lot of other professionals wouldn’t even call me back. He handled them quickly and professionally. I will definitely use his services again.
Individual Tax Preparation
James L.
Aug 24, 2023
•
Hired on Thumbtack
Trevor assisted me navigate my tax situation and explained some tips and tricks to be on the lookout for. Will be utilizing his services again in the future.
Personal Financial Planning
Pakorn P.
Apr 8, 2022
•
Hired on Thumbtack
Great experience “I was very satisfied with my experience working with TD SMITH TAX LLC, Trevor Smith helped me to prepare Tax Return very efficiently. He made the process simple, answered all my questions about my Tax Situation. I would recommend working with Trevor to anyone looking for help with Tax Preparation.”
Individual Tax Preparation
Credentials
Background Check
Trevor Smith
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
I offer top of the line service for reasonable fees. I also offer $50 referral fees for new clients that are referred to me.
What is your typical process for working with a new customer?
We will get a picture of what the past year taxes has looked like for you and go from there.
What education and/or training do you have that relates to your work?
I am a licensed CPA which requires years of schooling/experience.
