About SMAART Tax

Working hard and SMAART — for you

A SMAART Company brand built on a simple idea: the proactive tax planning the wealthy take for granted should be within reach of every business and individual. We plan all year, pursue every legal dollar, and stand between you and the IRS.

The SMAART Tax team of CPAs, Enrolled Agents and tax attorneys

The people behind every return

Licensed CPAs, EAs and tax attorneys — accountable for the outcome.

Why we exist

Why does SMAART Tax exist?

Most people overpay the IRS — not through any fault of their own, but because real tax strategy felt reserved for those who could afford a big-firm relationship. So taxes get handled reactively, once a year, instead of strategically all year long.

SMAART Tax exists to change that. We built a firm around proactive planning instead of once-a-year filing. Behind every return is a licensed CPA, Enrolled Agent, or tax attorney who owns the outcome — pursuing every legal deduction and credit, and standing between you and the IRS when it matters.

As a SMAART Company brand, we bring that discipline to individuals and businesses in all 50 states and abroad — with fixed fees quoted up front, and no surprises at filing time.

CPAs · EAs · Tax attorneysFixed fees, up frontYear-round strategy

Core principles

What we stand for

The fundamental values that guide our work and define our commitment to every client return.

Integrity first

We only claim the deductions and credits we can defend — and we're licensed to defend them before the IRS if it ever comes to that.

Precision & accuracy

Every figure is reviewed and every return is signed by a credentialed professional. No seasonal preparers, no guesswork.

Proactive partnership

We plan all year and flag opportunities and risks before deadlines — not once the filing window has already closed.

Differentiators

Why choose SMAART Tax

SMAART Tax proactive planning and IRS representation

Every tax discipline under one roof

Preparation, proactive planning, IRS representation, debt resolution, and entity strategy — handled by one credentialed team.

Deep IRS & multi-state expertise

Federal, state, multi-state, and international filings handled with the authority to represent you, not just file for you.

Proactive, year-round planning

We surface opportunities and risks before deadlines hit — real guidance all year, not just a scramble at tax season.

A proven track record

21,700+ returns filed for 9,245+ clients across all 50 states and abroad, saving planning clients $25K+ a year on average.

Credentialed representation

CPAs, Enrolled Agents, and tax attorneys licensed to stand between you and the IRS when it matters most.

Fixed fees, full transparency

Your price is quoted up front, before any work begins — with no surprises at filing time.

Returns filed

Individual & business since 2018

Clients served

Across all 50 states & abroad

$0K+

Avg. tax saved

Per planning client, every year

Years of expertise

CPAs, EAs & tax attorneys

Our team

The people behind every return

A credentialed team spanning every tax discipline — licensed to prepare, plan, and represent you before the IRS.

Certified Public Accountants

Certified experts in tax and financial reporting.

IRS Enrolled Agents

Federally licensed to represent you before the IRS.

U.S. Tax Court Practitioners

Authorized to litigate on your behalf in U.S. Tax Court.

Tax Attorneys

Legal counsel for complex and contested matters.

Year-round Tax Strategists

Planning your position all year, not just at filing.

Bilingual Client Team

Full service in English & Español.

Our mission

You are our mission

Our mission is to make proactive, year-round tax strategy accessible to every business and individual — so you pay the IRS less, stay compliant, and keep more of what you earn. We uncover every exclusion, exemption, and deduction you legally qualify for, and we plan ahead so nothing is left on the table at filing.

Behind every return is a licensed CPA, Enrolled Agent, or tax attorney who owns the outcome and can represent you before the IRS. As a SMAART Company brand, we bring that discipline to clients in all 50 states and abroad — with fixed fees quoted up front and no surprises at filing time.

Plan all year. Pursue every legal dollar. Keep more of what's yours.

Learn more

Explore SMAART Tax

The full story behind the firm — our mission, values, results, and the answers to what clients ask most.

Mission Statement

Why we exist and what drives every return.

Our Values

The principles behind every filing.

Our Purpose

The deeper reason we do this work.

Case Studies

Real, anonymized client outcomes.

FAQs

Straight answers to common tax questions.

Media Center

Press, brand assets, and tax insights.

Tax Services

Every service we offer, end to end.

Book a free consultation with our team.

FAQ

Questions we hear most often

Can't find what you're looking for? Our team is ready to help with any question about your taxes.

Ask us directly

What services does SMAART Tax offer?

Individual and business tax preparation, proactive year-round tax planning, IRS audit defense and tax-debt resolution, business tax credits, international tax (FBAR/FATCA), and state & local tax. One team handles everything from a simple 1040 to complex corporate and multi-state filings.

How much do your services cost?

We quote a fixed engagement fee up front, based on the complexity of your return or plan — no hourly meter and no surprise invoice at filing time. The initial consultation is free, and you'll have a transparent quote before any work begins.

I just started a business. When should I hire a tax professional?

As early as possible. The entity you choose and the elections you make in year one shape your tax bill for years. Engaging us at the start lets us set up your structure, payroll and bookkeeping correctly and start planning before the first deadline.

Do you work with clients outside of Florida?

Yes. We're headquartered in Fort Lauderdale, FL, but serve individuals and businesses in all 50 states and abroad — fully remote through our encrypted client portal, or in person by appointment.

Can you help if I'm being audited by the IRS?

Yes. We provide full IRS representation: we become your single point of contact, handle every communication with the examiner, confine the audit's scope, and fight to reverse penalties. You never have to speak with the IRS directly.

How do I get started?

Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently — no pressure and no obligation.

Ready to stop overpaying the IRS?

Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently — no pressure.

+1 (305) 819-3675