Smart Tax Strategy
Proactive tax strategy for clients who want more than a tax return.
Available directly to qualified individuals and business owners, and through professional partners who want a better tax solution for their clients.
One Service, Two Ways
Who We Serve
For Individuals & Business Owners
Business owners and entrepreneurs
Real estate investors
High-income W-2 professionals
Clients with complex or growing tax situations
For Professional Partners
Financial advisors and planners
Insurance professionals
Mortgage/real estate professionals
Attorneys and other professionals who want a tax strategy resource for their clients
What Our Tax Strategy Services Entail
Tax Return Review & Strategy Scan
- Deep review of recent tax returns
- Identify missed tax-saving opportunities
- Provide a written summary and review call
Annual Tax Strategy Plan
- Ongoing planning, projections, and check-ins
- Mid-year and year-end review to avoid surprises
- Coordination with bookkeeping and entity structure
Family & Business Tax Strategy
- For more complex cases: multiple entities, real estate, high-net-worth
- Multi-year planning around income, investments, retirement, and exit strategies
Smart Tax Starter Plan (for growing clients)
- Annual “mini review” and one planning call
- Simple year-end projection
- Limited Q&A support
- Easy upgrade path as complexity and income grow
Why Smart Tax Strategy
We Focus on YOU
Smart Tax Partner Program – A Better Tax Strategy Option for Your Clients
This is for professionals who see tax issues in their clients’ lives but don’t want to build a tax department. As a partner, you can plug into Smart Tax Strategy so your clients get proactive planning, while you stay focused on your core work.
-
We Focus on Tax, You Keep the Relationship
-
We provide tax strategy and preparation. You keep your primary relationship and your role (advisor, agent, attorney, etc.).
-
Collaborative Planning
-
We’re happy to loop you into strategy calls (with client’s permission). We also share summaries you can use in your own planning with the client.
-
Flexible Branding
-
We can be introduced as your “tax strategy team” or as a named partner—whatever fits your client experience.
-
Better Outcomes for Clients
-
Better tax strategy supports better overall plans, and often leads to funding opportunities (retirement, investments, insurance, etc.).
Partner Benefits
Deeper client trust and loyalty (they see you bringing in real tax solutions).
–––
Access to a tax strategist without hiring in-house staff.
–––
Potential for more business (better tax plans often drive more investable assets, insurance need, real estate planning, etc.).
–––
Less risk from “guessing” on tax questions.
The Process
How The Collaboration Works
Identify a client who needs better tax planning
Make an introduction to Smart Tax (email intro, form, or shared meeting)
We collaborate on a plan for the client
You stay in the loop
We handle the tax strategy and filings
This process can start whether the client contacts our office directly or through you, the Partner. With the client's permission, we are happy to keep you in the loop of communication.
We are excited to hear from you!
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 (Corporate)
11801 Pierce Street, Ste. 200
Riverside, CA 92505
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
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
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
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
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
Phone: (909) 376-8770
Fax: (951) 479-9199
info@smarttaxfin.com
Smart Tax Financial, LLC - Riverside, CA (Retail)
4270 Riverwalk Parkway #102
Riverside, CA 92505
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
Phone: (909) 376-8770
Fax: (951) 479-9199
info@smarttaxfin.com
Questions?
We have answers.
FAQ
Please fill out the form and our team will get back to you shortly
The form was sent successfully