Tax Smart Advisors Inc

Resources

Tax Smart Advisors Inc., specializes in helping individuals and businesses resolve their complex tax matters. Many of our clients are referred to us from existing clients or other professionals.  Due to complexity and nature of the tax and financial issues our clients experience we continue to develop a preferred network of service providers to who may be able to assist our clients.  If you need a professional referral please contact us.  We will take the time to assess your situation and provide introductions to professionals who we believe can best serve your needs.  Since we do not accept referrals or commissions you can be assured that our recommendations are fairly objective.

• Public Accountants - If you need an independent audit, compilation or other attest service we can assist you in finding the right firm for your organization. 
• Estate Planning Attorneys.  Interested in revising or updating your estate plan?  Select this link for a list of our recommended Estate Planning Attorneys.
• Financial Advisors Looking for a personal financial adviser? Depending upon your needs we can introduce you to the right adviser.
• Payroll Service Companies  -- Tax Smart Advisors offers client's a fixed fee payroll solutions through our affiliate RunPayroll.  We also work closely with account executives at ADP, PayChex, and Ovation Payroll.
• Interim Staffing - Looking to hire a temporary or full-time financial resource? Our network of financial project consultants and quickbooks certified bookkeeper may be able to help you find the talent your organization needs.
• Business Attorneys If you require legal advice for your company or in a business matter, we may be able to help introduce you to the right attorney to help you.
• Family Law Attorneys. We have had the pleasure of working with a number of excellent family law attorneys.  From mediation-focused attorneys to experienced trial litigators we can refer you to the right attorney for your case.
• Bankruptcy Attorneys -- We've developed a short list of 'go-to' Bankruptcy Attorneys for individuals and businesses.  Depending on the complexity of your case and the type of bankruptcy you are filing we can you pointed in the right direction quickly.
• Insurance Brokers & Agents -- For your business or personal insurance needs - it's our pleasure to introduce you to a handful of professionals who can meet your needs.
• Mortgage Brokers-- Looking for sound mortgage advice? An experienced and professional mortgage broker can make all the difference between whether or not your loan gets approved and you get the right loan.  Whether you are looking for traditional financing, investment financing, or hard-money we've got a short list of independent professionals.
• Private Banking -- Business and Personal Accounts? Our network of dedicated private bankers and most of the major firms will take the time to listen to your needs and provide excellent services

Qualified professionals who make our list have an incentive to provide our client's with the highest level of service and satisfaction.  For an introduction to a specific specialist please send an email to Krystal@cnbllp.com or schedule a 20 Minute call with Jeff to discuss your specifics needs.