Wm Smith Group, LLC provides a wide range of services to individuals and businesses in a variety of industries. At Wm Smith Group, LLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
- Tax Management Services
- IRS Representation
- Estate and Trust Planning and Tax Preparation
- International Taxation
Tax Management Services
At Wm Smith Group, LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Forensic Accounting and Litigation Support
Wm Smith Group, LLC litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.
Professional representation can be vital during an audit and collections activities, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit or have received notices regarding IRS collections action, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Wm Smith Group, LLC has the expertise and ability to conduct all types of financial investigations. As a licensed professional investigation firm we have the knowledge and experience to sort out issues involving embezzlement, all types of financial frauds, thefts, tracing of hidden assets, civil and criminal financial violations of law. We can proactively work with you to develop preventive internal controls to reduce your company's risk of exposure to fraud, or we can provide investigative expertise to expose violations that are in progress or have already occurred.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Wm Smith Group, LLC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Wm Smith Group, LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Our experience with the taxation of U.S companies doing business abroad and residents working abroad, as well as foreign corporations doing business in the U.S. or foreign citizens working in the U.S., has provided us with an extensive base of knowledge in the area of international taxation.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Wm Smith Group, LLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.