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

Book Meeting

Reduce Your Tax. Keep more of what you earn.

Grow Your Business. Stay Informed.

Solar & Clean Energy Credits

Are you a trailblazer in the solar and clean energy industry? Do you need help understanding how your commitment to environmental change can have a positive impact on your bottom line? Look no further. At Smart Tax Financial, LLC, we look forward to becoming your trusted partner in navigating the complex landscape of solar and clean energy tax credits.

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

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? One of the federal government’s most popular solar tax credits is known as the Solar Investment Tax Credit (ITC). For qualifying applicants, the ITC offers substantial savings. It will begin to phase out in 2033, so taxpayers still have ten years to take advantage of this generous tax credit. The Residential Clean Energy Credit is another popular option, equaling 30% of the costs of new, qualified clean energy property for your home installed anytime from 2022 through 2032. The Smart Tax Financial, LLC team will ensure that the products you purchase are eligible.

Learn More

See why our clients love us!

Jaqueline M.

1 year ago

Daniel M.

4 years ago

Maria D.

Smart Tax Financial, LLC is the Best! It is delightful to work with such a knowledgeable team. They are fast t...

3 years ago

Heather M.

We are so impressed with this company. We have had our taxes done with them for several years now and are cons...

4 years ago

Theresa G.

Mike Asta and his team at Smart Tax are professional and knowledgeable when it comes to your tax and financial...

1 year ago

Oscar J.

I did my taxes here today actually, great service. Micheal was very informative and he explains every detail. ...

4 years ago

Gabe S.

Michael is so Professional and is very Timely with My tax Returns every year. I have recommended many people ...

1 year ago

ISELA P.

Thank you so so much always willing to help and provide important information that keeps us updated and inform...

4 years ago

Benjamin V.

Nothing but the best customer service and very detailed when it comes to my yearly income tax return. Mike is ...

4 years ago

MAHER A.

Strong and straight company, helpful and understanding management, I recommend it to my family and my co worke...

4 years ago

Luciano S.

He is the Best Tax Guy Benn tax Happy for 10 Years he is the King!!!

4 years ago

Carolina M.

4 years ago

Tomas M.

4 years ago

Gabriel F.

We appreciate your exceptional service. You're always ready to help and keep us informed. Highly recommend Sma...

3 years ago

Liliana R.

3 years ago

Gizmo's E.

Excellent service an he is very intelligent an up to date on tax laws. I was very impressed. Lana

3 years ago

Janet F.

We appreciate your professional service and care for your clients. As always we look forward for our next tax ...

4 years ago

MAHER A.

Strong and straight company, helpful and understanding management, I recommend it to my family and my co worke...

4 years ago

Crystal B.

3 years ago

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.

Maximize Your Business Vehicle's Potential: Essential Tips for Smart Tax Savings and Efficiency

The tax treatment of business vehicles is a complex area that offers various methods and consi (...)

04/03/2025

How Installment Sales Can Benefit Both Property Sellers and Buyers

When selling a property, one of the options available to sellers is the installment sale. This (...)

04/01/2025

Video Tips: The Tax Due Date April 15 Is Just Around the Corner

The due date for filing individual tax returns is typically April 15 if you're a calendar year (...)

03/31/2025

Looking to Move to One of America’s Most Tax-Friendly Cities? Here’s Where to Go

Taxes can be one of the biggest financial burdens for individuals and businesses alike. Whethe (...)

03/27/2025

The Mid-Year Review: Your Secret Weapon (Now That Everything Is Uncertain)

Let's face it: Waiting until December to check your business's financial pulse is like waiting (...)

03/26/2025

Video Tips: Struggling to Pay Your Taxes? Here Are Your Options

When individuals are unable to meet their tax obligations by the April deadline, they have sev (...)

03/25/2025

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

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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 (Corporate)

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

Smart Tax Financial, LLC - Riverside, CA (Retail)

4270 Riverwalk Parkway #102
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