Serving Palm Beach County
West Palm Beach tax preparation, planning & IRS defense
From Clematis Street entrepreneurs to Palm Beach retirees managing trusts and multi-state income, SMAART Tax serves Palm Beach County with CPAs, Enrolled Agents and tax attorneys — preparation, proactive planning, estate and trust returns, and IRS representation.
We serve West Palm Beach clients 100% remotely — secure portal, e-signature, video consultations — with in-person meetings by appointment at our Fort Lauderdale headquarters, under an hour down I-95. SMAART Tax is the tax division of SMAART Company.
West Palm Beach & beyond
Areas we serve across Palm Beach County
Who we help in West Palm Beach
Retirees, trusts & estates
Estate and trust income tax returns, RMD and Roth-conversion planning, and multi-state residency strategy for snowbirds establishing Florida domicile.
Wealth & investment income
Capital-gains harvesting, K-1 heavy returns, real estate professional status and charitable strategies for Palm Beach County's investors.
Healthcare & professional practices
S-corp compensation planning, practice acquisitions and retirement plan design for physicians, advisors and attorneys.
Small business & seasonal operators
Entity selection, quarterly estimates and payroll compliance for the shops, restaurants and services that run on Palm Beach seasons.
Most requested
Tax services West Palm Beach clients ask for most
FAQ
West Palm Beach tax questions, answered
Straight answers for West Palm Beach individuals and business owners — and a free consultation when you're ready to go deeper.
Do you have an office in West Palm Beach?
Our headquarters is in Fort Lauderdale — under an hour south — and we serve Palm Beach County clients fully remotely: secure document upload, e-signature and video consultations. Most West Palm Beach clients never need to visit; in-person meetings are available by appointment.
I just moved to Florida — can you help establish tax residency?
Yes. Florida domicile planning is one of our most-requested services in Palm Beach County: declaration of domicile, day-count strategy, and defending your position against your former state's residency audit.
Do you prepare trust and estate tax returns?
Yes — Form 1041 trust and estate income tax returns, estate planning coordination with your attorney, and beneficiary K-1 planning are core services for our Palm Beach clientele.
How much does tax preparation cost in West Palm Beach?
Fixed fee, quoted up front after a free consultation — whether it's a straightforward individual return or a trust-heavy, multi-state situation. No hourly billing.
Can you represent me if the IRS or my old state audits me?
Yes. Our Enrolled Agents and tax attorneys handle IRS audits and state residency audits — correspondence, documentation and negotiation — so you never face the examiner alone.
Ready to stop overpaying the IRS in West Palm Beach?
Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently.