Smart Money Tax & Financial Services
About
At Smart Money Tax & Financial Services, we offer comprehensive financial solutions for individuals and businesses. Our services include individual and business tax filing, future tax estimates, bookkeeping, payroll management, budgeting, personal money management coaching, and part-time CFO services. We focus on accuracy, planning, and financial clarity to help you save time, reduce stress, and achieve your financial goals.
Overview
Background checked
1 employee
3 years in business
Business hours
SunClosedMon8:00 am - 5:00 pm
Payment methods
Ask this pro about their preferred payment method.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
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
1 photo
Projects and media
1 photo
Reviews
Customers rated this pro highly for work quality, responsiveness, and value.
5.0
4 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Moriah B.
6 days ago
We had our personal and business taxes reviewed by Smart Money before submitting and we’re so glad we did! They found mistakes in the filing prepared by another accountant and saved us a lot of hassle. Will definitely be going straight to them in the future!
Kristy J.
6 days ago
Smart Money did a great job on my taxes. Quick, efficient, and professional. They knew all the deductions I qualified for and got everything done on time. Great to work with. Highly recommend!
Scott B.
4 days ago
Jeff is extremely organized a clear with his instructions. He helps me understand the bigger picture of my finances so that I can make more educated decisions. He is a master of debt reduction techniques along with the follow up habits I need to keep things that way. He also keeps me out of trouble with my business finances by guiding proper use of debt when necessary as well as providing detailed business analytics to accurately evaluate prices, expenses, marketing and growth. I would be lost in this economy without his guidance
Journey B.
6 days ago
Very good
Credentials
Background Check
Jeffrey Bulloch