Joel S. Smith & Associates, MST, CPA, CMA
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Walnut Creek, CA
About
Joel S. Smith & Associates, MST, CPA, CMA, founded in 2012, is a well-established accounting firm based in Walnut Creek, CA, and services the surrounding areas. They specialize in tax planning and compliance issues, catering to various industries including real estate, construction, automotive sales, and more. The firm also offers outsourced accounting and controllership services, as well as audit and review services for different business entities. They hold a notable track record in the field, showcasing their dedication to professional service.
Highlights
14 years in business
Serves Walnut Creek, CA
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Individual Tax Preparation
Business Tax Preparation