About Me
Jeffrey Smith, CPA
As a CPA, Jeff Smith has been in the financial world for over 40 years, serving in corporate roles early in his career, but in 1989 he shifted to being a business owner/entrepreneur in financial planning. Owning a fast-growing financial planning firm in Ft. Myers, Florida, Smith became keenly aware that his industry was more about selling products than doing the heavy lifting of global planning (estate, tax, and investment) for clients. He says that is more so now than ever.
While the industry focuses on asset management, Smith realized that the way to truly make a difference for clients is to help them save taxes over long durations, both income and estate taxes. The tax burden people of means face is daunting, and it is the biggest headwind to the accumulation, maintenance, and transference of wealth.
Today, Smith’s practice is exclusively focused on helping smart people keep, grow, and transfer more of what they earn by employing multiple tried and true (completely legal) tax strategies. He works with clients around the nation who want to be assured that they are not leaving money on the table. Further, his work includes developing completely tax-free cash flow streams for his clients. With the certainty of higher income and estate taxes, this service is invaluable.
Jeffrey Smith, CPA
Core Beliefs
- Always maintain a healthy disregard for the impossible.
- There is no place in business for raised voices unless it’s a shout of joy or victory.
- Remain in a constant state of beta.
- Be default aggressive.
- Know when and what you don’t know and seek competent help.
- Failure of imagination is the worst kind of failure.
- Always be respectful and nice to everyone, especially the janitor.
- Only work with nice people.
Let Me Help:
Dear Friend,
I hope you’ll forgive me for being blunt.
I am Jeffrey Smith, I’m a CPA and realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m actually being very careful with my words–I am a tax professional, after all).
But I think you’ll agree that the times we’re currently facing require a little straight talk.
Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.
You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)
Click the button above to take your first step, and I’ll be in touch soon to follow up about your specific needs.
And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted CPA in the St. Louis Area”.
Talk again soon,
Jeffrey Smith, CPA
PS — When you fill out the form, I’ll also add you to my weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their books and financials on their own. Our schedule is very full … but if you call us at 314-255-4940 or Email Us, I’ll give you two options for coming in right away. I will NOT make dealing with a business advisor as painful as dealing with your books has already been!