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SM Accounting

  • Your Business Deserves More Than a Once-a-Year Accountant

    Your Business Deserves More Than a Once-a-Year Accountant

    Bookkeeping, tax filing, and financial reporting for small business owners who want clean books, stress-free tax seasons, and a real picture of how their business is performing.
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    Book a Call

You Didn't Open a Business to Deal With This.

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"My books are always behind and tax season turns into a fire drill every year"


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"I can't tell if I'm actually growing or just getting busier"


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"My accountant files my return in April and I don't hear from them again until the following March"

Who This Is For

We work with small business owners across a range of industries who are tired of feeling like an afterthought to their accountant. Whether you're just getting started or you've been running your business for years, if you want clean books, accurate tax filings, and actual visibility into your numbers on a regular basis, you're in the right place.

Book a Call

Small business owners across all industries

Owner-operators running lean teams

Businesses that have outgrown doing their own books

Business owners who want to actually understand their numbers

Anyone who has ever dreaded tax season

What's Included

Bookkeeping

  • ​Transactions categorized and reconciled every month
  • Business and personal finances cleanly separated
  • QuickBooks Online managed on your behalf
  • Clean books delivered without you lifting a finger

Tax Filing

  • ​
    Federal and state business tax return
  • Personal tax return
  • Estimated tax calculations so you're never caught off guard
  • Proactive tax planning

Business Insights

  • Financial reports covering revenue, expenses, and net profit
  • Key metrics tracked and tailored to your business
  • Know how your business is performing on a regular basis
  • Quarterly business review call on mid and high tier plans
See Pricing

Why Us?

Most small business owners we talk to have the same story. Their accountant files their return once a year, sends a bill, and disappears until the following spring. No check-ins, no proactive planning, no visibility into how the business is actually doing between tax seasons.

I built S.M. CPA & Accounting to work differently. I'm a CPA with over 10 years of experience across Big 4 accounting and as the first finance hire at a venture-backed startup. I have worked with small businesses across a range of industries and I know that what most owners need is not just someone to file their taxes. They need someone who understands their business, watches their numbers, and is available when questions come up.

I understand what's behind those numbers. That's the difference.


FAQs

Absolutely. We assess the cleanup scope on your discovery call and give you a clear quote covering both the cleanup work and bookkeeping for the months we are catching up on. Once everything is clean you move onto your flat monthly plan.

For most businesses, yes. Your business tax return depends on accurate income, expenses, assets, liabilities, owner contributions, distributions, and other financial activity. Clean bookkeeping makes tax filing easier and helps avoid missing important information.

Yes. Tax-only services are available for individuals and businesses with complete and organized records. If your books need cleanup, catch-up, or correction before the tax return can be prepared, we can help with that work at an additional rate.

Yes. This is one of the most common situations we see. We'll assess the scope on your discovery call and give you a clear quote covering both the cleanup work and bookkeeping for the months we're catching up on. Once everything is clean you move onto your flat monthly plan.

You'll receive regular financial reports covering profit and loss, cash flow, and the key metrics that matter to your business, so you always know where you stand, not just at year end. See Pricing for more details. 

We prepare key US personal and business tax forms, including Form 1040 for individuals, Form 1120-S for S corporations, Form 1120 for C corporations, and Form 1065 for partnerships and multi-member LLCs.


We can also assist with additional forms when required, including Schedule C, Schedule E, Schedule D, K-1 reporting, 1099 filings, FBAR, Form 8938, Form 5471, Form 1116, and more.


Book a call to confirm which forms are needed for your situation.

Book a call and tell us about your business, entity type, transaction volume, number of accounts, and tax filing needs. We will recommend the right bookkeeping, tax, or bundled package. Book a Call with us today. 

Let's Take the Books Off Your Plate

Book a free 30-minute discovery call. We will look at where your finances stand today and put together a plan so you can stop worrying about your books and get back to running your business.

Book a Call