TD SMITH TAX LLC

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Introduction

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

8 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

Projects and media

4 photos

Projects and media

4 photos

Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Excellent 4.9

57 reviews

5

96%

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4%

Read reviews that mention:

Rohit S.

Apr 4, 2022

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Hired on Thumbtack

Trevor is an amazing accountant. Super diligent, very responsive and excellent value. Really enjoyed working with him and will be referring my friends to him. Highly recommended !!!

Individual Tax Preparation

Anthony N.

Feb 1, 2022

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Hired on Thumbtack

TD Smith Tax LLC is unquestionably the best tax service with outstanding and unmatched value. Working with Trevor is truly fun, which is saying a lot for someone who does not love accounting (me).

Business Tax Preparation

Yash P.

Nov 30, 2023

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Hired on Thumbtack

Top-notch CPA and Financial Advisor - Trevor's Meticulous Expertise Trevor, as a CPA and financial planning advisor, provided meticulous service during our financial planning. He took the time to review not just standard financial aspects but also our new house purchase agreement, showcasing his attention to detail. Trevor's valuable guidance in tax savings planning demonstrated his commitment to optimizing our financial situation. His thorough approach and dedication make him an exceptional choice for anyone in need of a knowledgeable and attentive CPA and financial advisor. Highly recommended.

Personal Financial Planning

Tom D.

Oct 14, 2023

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Hired on Thumbtack

Individual Tax Preparation

Carmela C.

Oct 4, 2023

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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

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.