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.
Planning Attorneys. Interested in
revising or updating your estate plan? Select this
link for a list of our recommended Estate Planning
Advisors Looking for a personal financial adviser?
Depending upon your needs we can introduce you to the right
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.
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
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.
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.
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.
Brokers & Agents -- For your business
or personal insurance needs - it's our pleasure to
introduce you to a handful of professionals who can meet
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
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