Our Services

We place a priority on helping clients.

At Jason A. Smith, CPA, our Firm provides accurate and timely accounting, tax, and business advisory services to clients in many different industries and all over the United States.  We place a priority on helping clients find broad-scale solutions to problems, rather than simply reacting to their specific inquiries.  Our commitment is to treat all clients fairly and with the personal and professional respect they should expect from a high-quality professional services firm.

Our clients are typically small to midsize businesses, nonprofit organizations and individuals with year-round accounting needs.   Services to these industries include corporate and individual taxation, accounting, compilation and review services, payroll, sales taxes and management consulting.

Jason has assisted me with five acquisitions and one large, complicated sale to a publicly traded company.  For over 10 years, I have relied on Jason’s advice and accounting skills.  His firm’s ability to prepare my financial statements and tax returns accurately and on-time helps me focus on growing my businesses while reducing administrative burden.


Robert Alan Wilson
Mint Car Wash


  • Rental and properties management
  • Real estate construction and development
  • Distribution and manufacturing
  • Health care providers
  • Retail and restaurants
  • Governmental and non-profit organizations
  • Legal and professional service firms
  • Consulting



  • Accounting services including bookkeeping and cash management
  • Compilation and Review of financial statements
  • Financial forecasting and projections
  • Benchmarking and financial analysis
  • Outsourced Controller services
  • Compliance services including payroll, sales tax, personal property and local tax filing
  • Accounting systems design and implementation utilizing industry-leading technology
  • Staff training and internal controls design and implementation



  • Year-round Tax planning, projections, and compliance
  • Business entity structure planning and analysis
  • Tax Reform analysis and planning services
  • Estate and Trust advisory services
  • Non-profit formation and compliance
  • Business transaction and combination advisory services
  • Divorce and family advisory services
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