Get In Touch

Same business day for messages received before 3 p.m. ET, next business day otherwise. We don’t use a third-party answering service — your message lands in the inbox of a real SMAART team member, and the first reply comes from whoever’s best positioned to answer (often the senior partner who owns that service area). Tax-season messages (Jan-Apr) may take an extra day during the busiest weeks; we always acknowledge receipt within four hours.

No. Our office is in Fort Lauderdale and most of our clients are Florida-based, but we serve clients in every state — bookkeeping, tax, and CFO services are portal-and-video by default, with on-site visits when the engagement warrants it. We’re licensed and active in multi-state SALT, federal tax, and US Tax Court matters nationwide. If you have a Florida entity but live elsewhere, that’s a routine engagement for us.

Yes — a 15-30 minute scoping call is always free and always involves a senior staff member, not a sales rep. You’ll walk away knowing whether we’re a fit, roughly what the engagement would cost, and which specific service line maps to your situation. No pressure, no follow-up sequence — if we don’t hear back we assume you went a different direction and move on.

Recurring services (bookkeeping, payroll, fractional CFO, monthly accounting) are flat-fee monthly so you can budget cleanly. One-off projects (tax preparation, IRS defense, M&A work, audit response) are fixed-quote — you see the price in writing before any work starts. Hourly billing is reserved for genuinely unpredictable scope (complex IRS examinations, multi-year cleanup) and we cap and confirm hours weekly. Most engagements are scoped during the free consultation.

Easy and common. We handle the transition from your previous CPA, bookkeeper, or full-service firm end-to-end — including signing IRS Form 8821 (information authorization) so we can pull historical filings, syncing with your QuickBooks / Xero / NetSuite environment, and doing a clean-up pass on any open items the prior firm left behind. There’s no awkward conversation to have on your end; once we’re engaged, the previous firm gets a polite handoff letter from us.