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Bookkeeping Services

Smith Office Solutions provides a wide range of services to individuals and businesses in a variety of industries. At Smith Office Solutions, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Tax Management Services

At Smith Office Solutions, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Smith Office Solutions's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.


  • Knowledge of many accounting software programs
  • Can log into your system via remote access
  • Payroll services and returns
  • Sales Tax returns
  • Bank reconciliations
  • Complete service possibilities from raw data entry to month-end General Ledger review and financial statement preparation
  • Help your employees to manage their workload

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Smith Office Solutions offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.


We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.


We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.


Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.


Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

QuickBooks ProAdvisor:

  • Provide QuickBooks training and implementation
  • Remote access available
  • Secure access on our website for download and upload of data

Payroll Services

Smith Office Solutions's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Tax Preparation and Planning:

  • Over 20 years experience
  • Enrolled Agent ( since 1989
  • Individuals
  • Corporations
  • Partnerships & LLCs
  • Estates & Trusts
  • Exempt Organizations
  • Year-round service with a personal touch to suit your needs
  • Planning
  • Tax Agency Representation: audit, collections, payroll and sales tax

Construction Industry Specialists

  • Certified Trainer for The American Contractor
  • Authorized Associate for Sage Master Builder
  • QuickBooks ProAdvisor with Construction experience
  • Training and implementation
  • Vast knowledge of job schedules and job-costing methods
  • Willing to work with your CPA and/or Surety Company to provide periodic financial statements - clean and ready for CPA-prepared Review or Audit
  • Have fully-supported software onsite for The American Contractor, Master Builder and QuickBooks

Information Request for Services Listed Above