Industry Specializations

The firm is currently providing professional services to clients in the following industries:

Firm Capabilities

Our professional services include four major practice areas:

Management and Advisory Services

Individuals and Family Office Services

Personal wealth, its sources and maintenance are of major concern to everyone. Often, however, a unique family situation, other demands, or the increasingly complex nature of the financial services marketplace, leads to the handling of financial affairs in an uncoordinated fashion, producing unsatisfactory results.

As professionals with many years of experience in the supervision of wealth management for individuals and families, we are able to provide a confidential and highly personalized service tailored to meet your individual needs in this area. Our specialized management services for individuals include:

Businesses

In today's dynamic business environment, the long term success of a company often hinges on the development and implementation of a sound operational and financial structure. As professionals with many years of experience in structuring business transactions and managing business entities, we are able to provide highly specialized services to meet your company's changing business needs. Our specialized management services for businesses include:

Trusts and Estates

Individuals place confidence in their accountant or attorney. Often as a result of this confidence, a firm finds it necessary to perform services outside its normal purview. However, this is not the case with J.V. Smith Professional Corporation. As professionals with many years experience in all phases of trusts and estates, we are able to offer several different levels of service. We are able to act as your advisor in many areas, including the following:

Corporate, Partnership, Trusts, and Personal Taxation

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Services

By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. Tax services we offer include, but are not limited to:

Estate Planning

Estate Planning

Effective estate planning facilitates the orderly transfer to your beneficiaries, provides security for one’s surviving spouse and it can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. Our specialized estate planning services include the following:

Accounting

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services, including the following:

Contact Information

J.V. Smith Professional Corporation, CPAS

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