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Smart Tax Financial, LLC

Reduce your taxes. Keep more of what you earn. Save on your California taxes.

With over a decade of experience, Smart Tax Financial, LLC works to maximize your tax savings with professional tax preparation services

Reduce Your Tax. Keep more of what you earn.

Grow Your Business. Stay Informed.
Solar & Clean Energy Credits
Let solar tax credits cover your install! Contact us find out more about your solar options.
Remote Accounting and Bookkeeping Services
Every hour you spend on accounting is an hour you could have used growing your business. Maximize the return on your time investment by contacting Smart Tax Financial, LLC today.
Take Two Review®
With our Take Two Review®, we can look at your return and go over every last detail in an effort to find missing deductions, credits, incorrect information, and more. Don't leave your hard-earned money on the table.
Business Solutions
Smart Tax Financial, LLC through Our esteemed partners provide an extensive range of solutions aimed at fostering the expansion of your business, curtailing expenses, and mitigating risks. These offerings encompass Business Lending, Revolving Lines of Credit, Web Design and Hosting, Merchant Processing, Managed Technology, Business and Personal Insurance, Payroll & Benefits, and Ecommerce. To delve deeper, simply click here...

Michael is so professional and is very timely with my tax returns every year. I have recommended many people to him and they are all greatly satisfied...

Gabe Sanchez, Small Business Owner

★★★★★

Our Partners

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Let solar tax credits cover your install!

Ready to put up to $26k in Tax Credits in your pocket while adding up to $50K to the value of your home just by going solar?









See why our clients love us!

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Gizmo's E.

Heather M.

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MAHER A.

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Why work with a tax professional?

For individuals, it’s a great way to ensure you get every last tax credit to which you are entitled — and that you don’t make a mistake that could lead to a fine or penalty. If you’re a small business owner and you want to remain (or become) successful, you need to hire a tax professional sooner rather than later.

Frequently Asked Questions

This firm prepares tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Our firm’s seasoned professionals are experts in all areas of taxation including:

  • Individual Returns

  • Payroll Tax Issues

  • Business Returns

  • Sales Tax Returns

  • Rental Income Returns

  • Business Consultation

  • Expatriate Returns

  • Fiduciary & Estate Returns

  • Corporation Returns

  • Bookkeeping

  • Partnership Returns

  • LLC Returns

Our firm offers a full range of planning services including, but not limited to:

  • Individual Tax Planning

  • Business Tax Planning

  • Business Organization

  • Rental Properties

  • Foreclosures and Repossessions

  • Retirement

  • Investments

  • Sales and Exchanges

  • Pension Plans

  • Education Planning

  • Finance & Refinance Planning

  • Home Purchase and Sale Planning

We are here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call.
We maintain a policy of the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even relatives, associates or friends who might have referred you to us.

Tax and Accounting Blog

Follow our blog for breaking tax law changes, business growth strategies and much more. Updated weekly.

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Reminder: Claims For Recovery Rebate Credit About to Expire

Background: In response to the economic fallout from the COVID-19 pandemic, the U.S. government

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Chicago's Property Tax Turmoil: Challenges After "Mansion Tax" Rejection

In a move that could significantly shape the direction of Chicago's future housing policies, v (...)

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How Coverdell and 529 Education Savings Plans Differ

The tax code provides two primary advantageous ways of saving for your children’s education.

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5 Steps You Should Take Every Time You Open QuickBooks

When it comes to managing your small business finances, establishing a consistent routine is i (...)

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Drug & Alcohol Addiction Treatments May Be Tax Deductible

A taxpayer is allowed an itemized deduction for medical expenses paid during the taxable year

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Video Tips: Owe Taxes and Can’t Pay?

Individuals have many options when they cannot pay their tax liability by the April due date, (...)

Taxes Made Simple – For You.
Give us a call at (951) 595-4474 to start a conversation.
Let's Get Started

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Get in Touch with Smart Tax Financial, LLC

You can count on us for professional, timely and reliable tax and accounting services in California. If you’re ready to get started, just fill out this form and we’ll be in touch.

11801 Pierce Street, Ste. 200, Riverside, California
(951) 595-4474
info@smarttaxfin.com
I confirm this is a service inquiry and not an advertising message or solicitation. By clicking “Submit”, I acknowledge and agree to the creation of an account and to the and .
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Our Offices

Our expertise is widespread and we have multiple office locations to make it convenient for you to get help. You can find us at:

Smart Tax Financial, LLC - Riverside, CA

11801 Pierce Street, Ste. 200
Riverside, CA 92505
Hours: M-F 8:30 AM - 5:00 PM By Appointment Only
Phone: (951) 595-4474
Phone: (909) 376-8770
FAX: (951) 479-9199
info@smarttaxfin.com

Smart Tax Financial, LLC - Ontario, CA

3200 Guasti Road, Suite 100
Ontario, CA 91761
Hours: M-F 8:30 AM - 5:00 PM By Appointment Only
Phone: (951) 595-4474
Phone: (909) 376-8770
FAX: (951) 479-9199
info@smarttaxfin.com

Smart Tax Financial, LLC - San Bernardino, CA

473 E. Carnegie Drive, Suite 200
San Bernardino, CA 92408
Hours: M-F 8:30 AM - 5:00 PM By Appointment Only
Phone: (951) 595-4474
Phone: (909) 376-8770
Fax: (951) 479-9199
info@smarttaxfin.com

Questions? We have answers.
FAQ
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What are the current tax brackets and rates?
How can I check the status of my tax refund?