About SMAART Tax
Elite tax strategy, made accessible
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.
Our story
Most people overpay the IRS by default
SMAART Tax exists because we kept seeing the same thing: capable business owners and high earners overpaying — not through any fault of their own, but because real tax strategy felt reserved for those who could afford a big-firm relationship.
So 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.
The people behind every return
Licensed CPAs, EAs and tax attorneys — accountable for the outcome.
Our mission
To make world-class, proactive tax strategy accessible to every business and individual — not just the wealthy who can afford a big-firm relationship.
Our vision
A world where no one overpays the IRS simply because good, proactive tax advice felt out of reach.
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Returns filed
Individual & business since 2018
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Clients served
Across all 50 states & abroad
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Avg. tax saved
Per planning client, every year
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Years of expertise
CPAs, EAs & tax attorneys
Who we are
Credentialed experts, nationwide reach
Licensed professionals
Every return is prepared and signed by a CPA, Enrolled Agent, or tax attorney — credentialed to represent you before the IRS, not a seasonal preparer.
SMAART Company · Fort Lauderdale
Headquartered in South Florida and serving clients in all 50 states and abroad — in-person by appointment, or fully remote through our encrypted portal.
What sets us apart
The principles behind every return
Proactive, not reactive
We don't just file what already happened. We plan year-round so next April's bill is smaller by design — not by luck.
We stand between you and the IRS
Audit, notice or levy — we handle every communication so you never face the IRS alone, and never say the wrong thing.
Every legal deduction, captured
We pursue the credits, phase-outs and elections that generic software and seasonal preparers routinely leave on the table.
CPAs, EAs & tax attorneys
Your return is prepared and signed by a licensed professional who owns the outcome — not a temp behind a screen.
Fixed fees, no surprises
Transparent engagement pricing, quoted before any work begins. No hourly meter, no surprise invoice at filing time.
Individuals & businesses, any state
From a single 1040 to multi-state, international and corporate filings — one team, every situation, under one roof.
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.
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.