Key Takeaways: Start early with tax planning to avoid mistakes and maximize savings. Keep accurate records for smooth filing and to reduce audit risks. Work
Key Takeaways: Identifying your business’s specific tax needs is the foundation of effective tax planning. Define short- and long-term tax goals that align with your
Key Takeaways: Business tax planning helps entrepreneurs minimize liabilities and maximize profits. Different tax types (income, payroll, sales) impact financial obligations based on location and
Key Takeaways: In today’s fast-paced business landscape, small businesses are turning to local CPAs for financial guidance. The shift towards local expertise is driven by
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.
