We help business owners stay compliant, reduce tax exposure, and make smarter financial decisions without chaos, guesswork, or last-minute stress.
What We Offer
Gain financial clarity and structured insight with our Accounting & Bookkeeping services.
We don’t just record transactions, we provide a clear, accurate financial foundation that helps you understand where your business stands, what’s changing, and what decisions to make next. From tracking income and expenses to maintaining compliant, tax-ready records, our work is designed to support confident financial leadership.
Our detailed financial reports highlight trends, risks, and opportunities so you can make informed, strategic decisions, not guesses. With a strong focus on accuracy, compliance, and structure, we help reduce financial blind spots and create systems you can rely on.
Whether you’re a startup or an established business, our services are tailored to your complexity, goals, and growth stage, so your financial data becomes a decision-making tool, not just a record.
Approach tax season with clarity and confidence through our Tax Preparation services for businesses and individuals.
We don’t just file returns; we help you understand your tax position, identify potential exposure, and make informed decisions before issues arise. Our work is built around accuracy, compliance, and strategic insight, ensuring your filings are completed correctly, on time, and aligned with your broader financial goals.
By staying current with tax laws and regulatory changes, we help you avoid costly mistakes and uncover opportunities for optimization. For businesses, we analyze industry-specific considerations to ensure your structure and deductions are correctly applied. For individuals, we tailor each filing to reflect your unique financial situation.
As IRS Certified Acceptance Agents (CAA), we are also authorized to assist with the ITIN application process. This allows us to verify identification documents, prepare and submit applications, and guide non–U.S. taxpayers through the process with clarity and compliance, without the need to mail original documents to the IRS.
Our goal is not just to prepare your return, it’s to provide clarity, reduce uncertainty, and give you a structured understanding of what comes next.
Manage payroll with clarity, structure, and compliance through our Payroll Services.
We don’t just process payroll, we help you understand your obligations, reduce compliance risk, and maintain accurate, well-documented payroll systems. From calculating wages and managing withholdings to handling deductions, filings, and year-end reporting, our approach is designed to keep your payroll aligned with regulatory requirements and your business operations.
We stay current with changing payroll laws and filing requirements to help prevent costly mistakes and ensure your records remain audit-ready. Whether you pay employees by direct deposit or check, issue W-2s or 1099s, or manage benefits and garnishments, our services are built around accuracy, consistency, and transparency.
Our payroll solutions are structured to scale with your business, providing reliable systems that support informed decision-making, not just transactions.
Our Business Consulting services are designed to provide clarity, structure, and strategic direction, not generic advice.
We help business owners understand where they stand, identify financial and operational risks, and make informed decisions that support long-term stability and growth. Rather than offering one-size-fits-all solutions, we analyze your current systems, priorities, and challenges to develop a clear roadmap forward.
From cash flow analysis and profitability planning to risk management and compliance alignment, our guidance is focused on helping you operate with confidence and control. Every recommendation is grounded in your financial reality, not theory.
Whether you are building a new business or managing a complex operation, our consulting services are built to support thoughtful decision-making, stronger systems, and sustainable progress.
Build your business on a structured, compliant foundation with our Entity Formation services.
We don’t just file paperwork; we help you understand the implications of each business structure and how it affects your taxes, liability, and long-term strategy. Whether you are considering an LLC, corporation, partnership, or sole proprietorship, our guidance is focused on aligning your entity choice with your financial goals and risk profile.
From formation filings and EIN registration to operating agreements, bylaws, and required documentation, our work is designed to ensure your business is properly structured from the start. We emphasize accuracy, compliance, and long-term planning, so your entity supports your growth rather than limiting it.
Whether you are launching a new venture or restructuring an existing business, our approach provides clarity, stability, and a clear path forward.
If your California business has been suspended or forfeited by the Franchise Tax Board (FTB), it’s critical to address the issue correctly, not just quickly.
We help corporations, LLCs, and partnerships restore their entity status through a structured, compliant process that minimizes future risk and supports long-term stability. Our work is designed to clarify your obligations, correct past issues, and ensure your business is properly reinstated.
Our services may include:
• Filing past-due tax returns and required statements
• Evaluating penalty exposure and available relief options
• Assisting with payment plan arrangements when applicable
• Secretary of State reinstatement filings
• Ongoing bookkeeping and compliance support
Our goal is not just reinstatement, it’s to help you regain good standing with a clear understanding of what comes next.
Why Choose Us
How It Works
A short qualification call to confirm alignment.
A focused session delivering clarity, risk identification, and next steps.
We recommend the service level that best meets your goals.
Monthly financial leadership and compliance support.
Industries We Serve
Optimize cash flow, track expenses, and maintain compliance for complex projects and transactions
Stay compliant with industry regulations, manage grants, and track funding with precision and transparency
Structured billing, payroll, and tax compliance systems that support clarity and reliable reporting
Build a strong financial foundation, manage expenses, and position your business for long-term growth.
Track production costs, manage supply chain expenses, and ensure compliance with industry regulations
Financial systems and payroll reporting designed for compliance confidence and decision-ready visibility
Inventory, sales tax, and reporting structured for clarity, accuracy, and compliance
Special Offers
Why Businesses Love Smartbookkeeper dot com
Designed for Long-Term Stability
Our services evolve with your needs, complexity, and regulatory requirements.
Let’s Work Together