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SMAART Company

Working HARD and
SMAART. For You.

We help small business owners succeed by taking the paper-pushing and mundane tasks off your hands, freeing you up to focus on what you do best – growing your business.

SMAART Team
SMAART Company growth and vision
Why We Exist

Why does SMAART Exist?

Small Business Owners have a lot on their plate. Too much actually. Often working too many days, working too many long hours, and wearing nearly all the "hats" of the organization. Small Business Owners more often than not are the Chief Executive Officer, the Chief Financial Officer, the Chief Operations Officer, the clerk, the accountant, and the human resource specialist... Something has to give.

As the leader in your organization, your main job is to create leads and close sales. That's it – making money is your primary objective.

At SMAART Company, we want to help you succeed by giving you more time to focus on that primary objective. We will take the paper-pushing and mundane tasks off your hands, freeing you up to do what you do best – and what you got into business for. We are specialists at Small Business Bookkeeping, Payroll Processing, Sales Tax Payables, Income Tax Filings for both individuals and corporations, as well as Document Preparations that aim at making your business run more smoothly.

Core Principles

What We Stand For

The fundamental values that guide our work and define our commitment to clients

Integrity First

We uphold the highest standards of professional ethics and transparency in all our financial services.

Precision & Accuracy

Every number matters. We deliver meticulous attention to detail in every report and analysis.

Growth Partnership

Your success is our mission. We provide insights that fuel business growth and profitability.

Differentiators

Why Choose SMAART Company

SMAART Company differentiators and professional services

Integrated full-service firm

Our multidisciplinary capabilities provide the breadth and depth of experience, skills, and technologies needed to help your organization thrive.

Deep sector knowledge

Specialized expertise across automotive, healthcare, technology, and financial services industries ensures we understand your unique challenges.

Innovation that works

We leverage cutting-edge accounting software, AI-powered analytics, and cloud-based solutions to deliver real-time insights.

Proven track record

Over 20 years of combined experience with 9,245+ satisfied clients. Rated 100% for client satisfaction on Google and managing over $2.5B in assets.

Trust and transparency

We operate with the highest standards of professional ethics, providing clear communication and complete transparency.

Proactive partnership

We don't just file what's due, we flag opportunities, surface risks, and help you act before problems hit. Year-round guidance, not just tax season.

Our Team

The People Behind SMAART

Our diverse team of certified professionals brings expertise across all areas of financial services

Professional Accountants

Certified experts in financial management

IRS Enrolled Agents

Authorized tax practitioners and representatives

US Tax Court Practitioners

Licensed to represent clients in tax court

Investment Advisor Representative

Licensed investment and financial advisors

Insurance Brokers

Certified insurance and risk management professionals

Certified Financial Planners

CFP® professionals for comprehensive planning

Our Mission

You are our Mission

Our mission is to aid small businesses achieve higher profitability and higher tax efficiencies by providing small business owners like you with the freedom to pursue more leads, close more deals, and ultimately increase sales. In addition to giving you the time to focus on these areas, you will also have the knowledge to make better decisions based on actionable monthly financial reports; with a team of accounting and tax professionals that will uncover every tax exclusion, exemption, and/or deduction for which you qualify.

SMAART stands for Solutions for small businesses, Management/Marketing, Accounting, Advising, Retirement Planning, and Tax Preparations.

SMAART, at its core, aims to give FREEDOM back to Small Business Owners over-burdened by the many roles they play inside of the business they created. Freedom from small business accounting and bookkeeping; freedom from the timely production of monthly financial reports; freedom from payroll processing; freedom from all of the administrative and mundane tasks that are associated with keeping a business active and compliant with all of the governing bodies.

SMAART provides small business owners with the peace of mind that comes with a job well done – all of our services are paid for directly by the tax savings that our services produce.

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