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Joel S. Smith

Phone 925-289-1160

Mr. Joel S. Smith
Joel S. Smith, CPA
1261 Locust Street, #79
Walnut Creek, CA 94596

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Joel S. Smith

Joel S. Smith, CPA
Chapter: Contra Costa Business Referral Network

Accounting, Certified Public Accountant

My BusinessTax Preparation & Consulting Services for Closely Held Businesses & Business Owners, Individuals and Non-Profit Entities. "As a CPA, my role is to be a tax advisor, not simply a tax preparer. I am available to my clients to consult with 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."

Ideal ReferralClosely held business with 5 or fewer partners/shareholders. Non-Profit entity with $50,000 to $1,000,000 in revenues.

Top ProductTax preparation and planning. Outsourced Tax & Accounting Department

Top Problem SolvedDetermined a recently acquired client had previously overpaid taxes by about $40,000. The prior CPA did not seem to understand the issues involved with this entity. My basic understanding of taxation made me realize something was not right, and my research skills allowed me to figure out how to fix it and get a refund.

My Favorite BNI StoryI like the story about the photographer in New York that got an engagement with Microsoft through BNI Connect contacts.

My Ideal Referral PartnerBusiness Attorney or a professional that regularly interacts with non-profit entities