Joel S. Smith & Associates, MST, CPA, CMA

About Concord CPA Joel S. Smith, MST, CMA

YOUR TOTAL

Outsourced Tax and Accounting Department In the world of accounting, it's a common sight to see CPA's, EA's, and Tax Preparers solely focused on preparing tax returns based on financial reports from bookkeepers However,  at Joel S Smith & Associates,  we believe that this approach is not only inefficient but also ends up being more expensive in the long run

• By separating accounting and tax preparation, valuable tax planning opportunities are missed, as your tax preparer may not know all the details until it is too late
• Additionally, the cost of the tax preparer's services is often driven by the need to clean up the books
• By ensuring that your books are in order from the start, you'll have access to accurate information and be able to make informed decisions for your business
• All too often, separating these functions leads to the business owner thinking that accounting is only necessary for filing tax returns when in reality, it plays a crucial role in building and managing a successful business

That's why Joel S Smith & Associates offers a flat rate service that includes weekly check runs, monthly reconciliation of accounts, monthly reports, quarterly tax estimates, and more Whether your accounting needs are weekly, or monthly, we can custom design an accounting and tax program to suit your business’s needs

When your accountant and tax advisor are one and the same, you reap numerous strategic benefits Your tax preparer will have a deep understanding of your business, making the tax return process smoother, more accurate, and cost-effective

Why Choose Walnut Creek CPA Joel S. Smith & ASSOCIATES

Your Bookkeeper Can't Keep Up

Have a bookkeeper who just can’t seem to keep up with your fast-growing business? Joel S Smith & Associates CPA in Concord can help We have the training and experience to solve your tax and accounting problems when it counts most - before they happen! Thinking about hiring a controller to expand your company’s accounting department? Hold on! Our Walnut Creek CPA Solution gives you the opportunity to take advantage of forward thinking tax planning while managing your accounting and saving you tons of CASH!!

Your Company Is Considering Taking on a Controller

Your In-house Bookkeeper Is Overwhelmed

Has your business out-grown the abilities of your in-house bookkeeper, but you’re not quite ready to hire a controller? We help businesses drastically save on their accounting and tax preparation costs We are Walnut Creek's Top CPA and Accounting Firm!

CHECK OUT Mike'S Story and How He Solved the Problem of His Company Outgrowing His In-house bookkeeper

Mike’s Accounting Dilemma, Solved!

EXPERIENCE, KNOWLEDGE & PROFESSIONALISM

With 23 years of experience—19 years in public accounting and 4 years in private industry – Joel has shown multiple proficiencies and become an exceptionally well-rounded CPA His credentials include:

• BS in Accounting and Finance, UC Berkeley,
• Masters in Taxation, Golden Gate University,
• Certified Public Accountant (CPA), and
• Certified Management Accountant (CMA)

Joel has helped clients with their tax planning and compliance issues throughout his career for all forms of business entities and many industries, including; Real Estate, Construction, Automotive Sales, Professional Services, Restaurants, Tax Exempt Entities, and many others

Joel is an active member of the Institute of Management Accountants having served as past president of the San Francisco Chapter and is currently a member of the Board of the Amador Valley Chapter He is also a member of Business Networking International

“As a CPA, my role is to be a tax advisor, not simply a tax preparer I am available to my clients to consult throughout the year, when the activities that lead to taxation occur Together we can manage your tax situation rather than deal with its consequences at tax time " ~ Joel S Smith, CPA "Joel is an exceptional engagement manager that knows his accounting He helped sort out our accounting for our non-profit organization He has been instrumental in making sure our organization has the necessary information to build tax and financial reporting process Joel is well qualified in real estate tax issues, small business and corporate tax issues He’s no joke when it comes to being the nerdy tax guy that knows everything " "As President, trying to personally implement growth and changes within the company, I knew I had to team up with a dedicated and readily available CPA One that would understand and is comfortable with the in’s and out’s of the new and constant changing tides within growing businesses, as well as adapt, work and grow with us Joel serves the role of our outsourced tax and accounting department and has been highly responsive and knowledgeable in navigating us through the waters of financial and tax implications "