
5 Signs It’s Time To Hire A Professional For Your Business Tax Planning
Key Takeaways: More than 60% of businesses face tax penalties each year. Tax professionals help navigate complex tax rules and avoid mistakes. Hiring an expert

Key Takeaways: More than 60% of businesses face tax penalties each year. Tax professionals help navigate complex tax rules and avoid mistakes. Hiring an expert

Key Takeaways Proactive tax planning is essential for minimizing liabilities, ensuring legal compliance, and supporting your business’s financial health and growth. Make the most of

Key Takeaways: Importance of Tax Planning: Establish a year-round recordkeeping routine and utilize digital tools for accuracy. Maximizing Deductions: Identify all eligible deductions and maintain
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.


