Accounting & Business Solutions: Bookkeeping, Accounting, and Tax Services

Your Trusted Partner for Comprehensive Bookkeeping, Accounting and Tax Services

Take control of your finances with confidence. Our expert team provides comprehensive bookkeeping, accounting, and tax preparation. We know you are busy, and we aim to streamline and turbo-charge your finances and business growth. Let us handle the complexities, so you can focus on what matters most.

ABOUT US

At SMA Accounting & Business Solutions, we pride ourselves on being a one-stop shop for all your accounting and bookkeeping needs. Our comprehensive "done-for-you" packages empower you to take control of your finances while freeing you up to focus on growing your business. No more stress over managing cash flow, keeping up with applicable laws, or handling the books yourself.

We offer tailored solutions for businesses at all levels, ensuring you have the support you need to thrive. With years of experience and a team of certified experts, we provide personalized, reliable, and transparent services that set us apart in the industry. From bookkeeping and accounting to tax preparation and planning, we've got you covered every step of the way.

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our services

Expert Bookkeeping & Accounting

Accurate Financial Management

Struggling with disorganized financial records and cash flow issues? Our expert bookkeeping and accounting services provide the perfect solution. We ensure accurate, real-time financial management with monthly reconciliations and detailed reports. Gain complete visibility over your finances and make informed business decisions effortlessly, keeping your business on track and thriving without the hassle.

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Specialized Tax Services

Comprehensive Tax Compliance

Worried about tax season and staying compliant? Our specialized tax services make taxes easy and stress-free by handling everything for you. We ensure accurate filing, manage extensions, and provide representation during audits. With monthly reviews and overall analysis, your finances stay on track automatically. Our meticulous approach keeps your cash flow intact and minimizes liabilities, giving you peace of mind and financial stability.

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Business Growth Solutions

Strategic Business Planning

Finding it hard to achieve business growth? Our business growth solutions provide the strategic planning and financial insights you need. With personalized coaching and monthly Zoom meetings, we analyze your financial results, track progress, and develop actionable growth strategies. Get the support you need to drive your business forward efficiently.

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Done-for-You Financial Solutions

One-Stop Shop

Overwhelmed with managing your finances? Our done-for-you financial solutions are your answer. We offer a seamless, one-stop shop for all your bookkeeping, accounting, and tax needs. Our tailored packages ensure your finances are in expert hands, freeing you up to focus on running and growing your business. Enjoy peace of mind with our comprehensive, hands-off approach.

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What Our Clients Are Saying

Discover why our clients trust us with their bookkeeping, accounting and tax needs year after year. From individuals to businesses, our personalized and professional approach has made a lasting impact. Read their stories and see how SMA Accounting & Business Services, LLC has helped them navigate the complexities of taxes with ease and confidence. Your success is our success.

Choosing SMA Bookkeeping and Accounting for my tax needs was a game-changer for my small business. The team's expertise in handling complex tax situations made a significant difference in optimizing my deductions and ensuring compliance.

Janet Swenson- Home Services

"I used to struggle with keeping my books in order, but SMA changed everything. Their seamless and affordable bookkeeping services have been a game-changer. The team is incredibly responsive and always ready to help. Now, I can focus on growing my business without worrying about my finances."

Lewis Thompson- Chiropractor

"SMA has been a lifeline for my business. Their comprehensive and affordable services made everything from tax preparation to business coaching a breeze. The customer service is top-notch, and they always go above and beyond to ensure my needs are met. I couldn't have asked for a better partner in my business journey."

Marshall Stepford- Entrepreneur

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OUR TEAM

Sylvie Traub

President, Senior Account Executive

Sylvie founded Traub Tax & Business Services in 2007, which evolved into SMA Accounting & Business Solutions in 2019. As a dual citizen of Canada and the United States, Sylvie brings a wealth of international experience to her role. She is deeply involved in accounting, tax preparation, and business coaching, with a career spanning several decades.

Starting her journey in the early 1990s, Sylvie completed a rigorous six-month International Trade and Marketing program through the Quebec Government. Her expertise has been recognized through participation in Canadian Government missions to Europe and Japan. In 2002, Sylvie was honored as "Fresno Outstanding Entrepreneur of the Year" and received a Certificate of Special Recognition from Congressman Calvin Dooley.

An entrepreneur at heart, Sylvie is passionate about helping small businesses achieve their goals and financial dreams. She is an authorized IRS Tax Professional, dedicated to providing top-notch service and expertise to her clients.

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Melanie Gutierrez

Account Manager

Melanie is a skilled bookkeeper and partner at SMA with extensive experience in the field. She graduated with an Honors Bachelor’s degree in Science from the University of Toronto in 2017, followed by completing her bookkeeping studies at the Certified Bookkeeping American School in 2018.

Currently, Melanie is working towards her IRS tax professional accreditation and aims to become an Enrolled Agent. Her commitment to excellence and continuous professional development ensures that clients receive the highest level of service and support.

FAQS

How can I file my taxes with SMA Accounting & Business Services, LLC?

Filing your taxes with SMA Accounting & Business Services, LLC is easy and convenient. Simply visit our website and create an account if you haven't already. From there, you can access our user-friendly online platform, where you'll be guided through the tax filing process step by step. Our platform is designed to make it as straightforward as possible, and if you ever have questions or need assistance, our expert team is just a message or a phone call away. We're here to support you throughout the entire process.

What documents do I need to provide for tax preparation?

To prepare your taxes accurately, we need various documents, including W-2s, 1099s, receipts for deductible expenses, mortgage interest statements, and records of other income or investments. Please also bring your previous year's tax return for reference.

How can I be sure my tax return is accurate?

Our team of experienced professionals follows meticulous procedures to ensure accuracy. We stay updated with the latest tax laws and double-check every return. Additionally, our services include a review process to catch any potential errors before submission.

What should I do if I receive a tax audit notice?

If you receive a tax audit notice, contact us immediately. Our experts will guide you through the process, help you understand the notice, and represent you during the audit to ensure your interests are protected.

How can tax planning benefit me or my business?

Tax planning helps you make informed financial decisions throughout the year, potentially reducing your tax liability and maximizing savings. Our personalized tax planning services ensure that you take advantage of all available deductions, credits, and strategies tailored to your unique situation.

Can you help me if I need an extension to file my taxes?

Absolutely. We offer hassle-free tax extension services to ensure you meet IRS deadlines. We handle all the necessary paperwork and submit your extension request, giving you extra time to prepare your tax return accurately and avoid penalties.