Expert Tax and Accouting Services, Tailored to You

Explore our four personalized packages—from strategic tax planning and preparation to high-level CFO services

Tax Advisory & Strategy

THIS IS FOR YOU IF:

You want to stay ahead of tax season with proactive planning and personalized guidance. Whether you're a small business owner, high-earning individual, or growing family, this service is designed for those who want to take control of their tax picture with clarity and confidence.

    • Comprehensive tax preparation for individuals and businesses

    • Quarterly tax strategy sessions to review goals and plan proactively

    • Retirement plan optimization and income forecasting

    • Multi-state tax planning and opportunity discovery

  • This signature service is designed to help you move through tax season with confidence and strategy. From thoughtful preparation to year-round planning, we tailor every aspect to your specific goals—minimizing tax burdens while maximizing what’s possible. It’s all about helping you stay ahead, not just caught up.

  • Starts at $250 / month

Tax Preparation

THIS IS FOR YOU IF:

You want your federal and state tax returns filed accurately and on time—with zero guesswork, stress, or last-minute scrambling. Whether your situation is simple or more complex, you’re looking for a smooth, reliable process handled by someone you trust.

    • Individual and business federal and state tax return filing

    • Support for straightforward to complex filings

    • Document review and organization for maximum accuracy

    • E-filing and compliance with current tax regulations

  • Our Tax Preparation service takes the pressure off tax season by handling every detail with precision and care. Whether your return is simple or complex, we focus on accuracy, clarity, and a smooth experience from start to finish. Many clients start here and later explore our advisory services for a more strategic, long-term approach.

  • Individual Tax Returns Start at $250

    Business Tax Returns Start at $600

Bookkeeping

THIS IS FOR YOU IF:

You want to streamline your business finances and ensure everything runs smoothly—so you can focus on growth without the distractions of financial details.

    • Bank reconciliations and financial report preparation

    • Payroll processing and tax compliance

    • Sales tax filing and remittance

    • Regular maintenance or comprehensive financial clean-ups

  • Our Bookkeeping service takes the complexity out of managing your finances. From routine updates to more in-depth clean-ups, we ensure your financial records are accurate, organized, and compliant. With our attention to detail and commitment to excellence, we provide the clarity and confidence needed to keep your business running efficiently in the background.

  • Starts at $250 / month

Fractional / Part-Time CFO

THIS IS FOR YOU IF:

You need high-level financial strategy and expertise, but don’t need a full-time CFO on staff. Whether you’re scaling, refining operations, or optimizing finances, this service is designed to provide strategic support without the added overhead.

    • Financial analysis and strategic tax planning

    • Budgeting, forecasting, and efficiency improvements

    • Full-service accounting and month-end/year-end closings

    • Education and training for your internal accounting team

  • Our Fractional CFO service brings executive-level financial expertise to your business on a part-time basis. We handle everything from strategic planning to month-end closings, providing hands-on support that empowers your team for long-term success. With limited availability each month, we deliver unparalleled attention, ensuring your business is positioned for growth and financial stability.

  • Starts at $3,000 / month

“He’s incredibly knowledgeable, professional, and makes the entire process smooth and stress-free.”

I’ve used Jared Smith for my taxes in the past and will absolutely continue to do so! He’s incredibly knowledgeable, professional, and makes the entire process smooth and stress-free. This year, he helped me get a great return, and I couldn’t be more pleased. Jared is detail-oriented, responsive, and genuinely cares about getting the best outcome for his clients. Highly recommend him to anyone looking for a trustworthy and skilled tax accountant!

- Brianna D.

“I would highly recommend J. Smith & Co.”

Working with Jared and his team was an absolute breeze. He helped me file my taxes efficiently and made the entire process stress-free from start to finish. What really stood out to me was the extra time he took to go over my documents in detail. He walked me through the numbers and gave me practical advice on what I could change to avoid owing as much in taxes next year. I would highly recommend J. Smith & Co to anyone looking for a knowledgeable, helpful, and personable accounting firm. You won’t be disappointed!

- Amanda M.

“I have peace of mind knowing my finances are in trusted hands.”

J. Smith & Co is truly a financial lifesaver! Despite my disorganized books, accounting errors, and missed tax payments, Jared and his team efficiently resolved everything. For the first time in my 6 years of business, I have peace of mind knowing that my finances are in trusted hands. Would recommend J. Smith & Co to anyone who's been burned by their last accountant.

- Chelsea S.

Our Story

J Smith & Company was founded in 2022 by Jared Smith with a vision for a new standard in tax and accounting services—one with clients at the center. Built on a foundation of expertise, trust, and excellence, the team delivers personalized tax strategies, proactive planning, and expert insights designed to empower clients and drive their lasting success. At J Smith & Company, we are more than your accountants—we are your dedicated partners in the journey toward achieving your goals with clarity and confidence.

Frequently Asked Questions

  • We mainly serve businesses and their owners, helping them strategize and maximize their opportunities.

  • Yes, we're a fully remote capable firm and can work with clients across the country.

  • Yes, our team is experienced in handling intricate tax situations, including multi-state filings, high-income earners, and unique deductions or credits.

  • We generally keep all our bookkeeping clients up to date on a monthly basis.

  • A fractional CFO provides high-level financial expertise on a part-time or project basis, helping you make strategic financial decisions without the cost of a full-time CFO.

  • Small to medium-sized businesses that need financial leadership but aren’t ready for a full-time CFO find this service extremely valuable.

  • We use encrypted software, secure file-sharing platforms, and follow strict confidentiality protocols to safeguard your information.

  • We work exclusively with QuickBooks Online.

  • Our fees are tailored to your specific needs and the scope of work. After an initial consultation, we’ll provide a clear pricing structure.

  • We offer both! We can work on a one-time project or provide ongoing support, depending on what works best for you.

  • Yes, absolutely! Our team has expertise in helping clients get back on track and setting up systems for future success.

Get Started.

Discover how we can support your financial goals.