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: 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: Strategic Tax Planning: Enhances cash flow, reduces tax liabilities, and improves profitability. Sustainable Business Growth: Reinvest tax savings to fuel expansion and financial
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.
