About

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What started as a hobby has now turned into a business.

I started out helping family and friends prepare their tax returns because I had the knowledge and people wanted to share their most intimate data with someone they trusted. From there, I started getting requests to help friends of friends who needed help and wanted to pay a fair price.

Over the last 15 years, the business has grown from 17 clients to over 300 (in 2021). We now prepare individual tax returns, business tax returns, provide tax planning, accounting and bookkeeping services. We also help you incorporate your small business.

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Clients Served

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Taxes Returns Filed

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Businesses Incorporated

SMS TAX SERVICES HIGHLIGHTS

Single point of contact from - intake to delivery and invoicing

When you bring your business to SMS Tax Services, you are always talking to a single point of contact who will work with you thru the entire process, from intake to delivery and invoicing. The same person will work with you for all tax resolution issues if you are contacted by the IRS or state taxation agencies. We prepare:

personal tax returns

business tax returns

help with business entity setup

tax planning

bookkeeping

accounting services including payroll, invoicing and employee benefit programs.

TEAM PLAYERS

We’re a bright family commited in helping family and friends

DO YOU KNOW?

Tax facts and myths

Important Tax Return Update

Many taxpayers are still waiting to receive their 2020 Tax Refund due to unprecedented processing delays at the IRS and not as a result of something the tax preparers did or did not do. All of these sobering facts are no consolation if you, as an individual taxpayer, have not yet received your 2020 Tax Return Refund in 2021.

Tax Refund Myths

Myth: A tax refund is always free IRS money a taxpayer gets with a tax return. Myth: A tax refund is the result of sophisticated tax software or a tax professional's planning. Myth: A tax refund amount can never be controlled or avoided by a taxpayer.

Tax Refund Facts

Fact: A tax refund, in most cases - with some exceptions - is the result of insufficient tax withholding planning via form W-4 by individual taxpayers. Fact: A tax refund is generally not the result of automated tax software or professional tax service. In most cases, it is the result of paycheck tax withholding or the number of qualified dependents. Fact: For Tax Year 2018, over 113 million taxpayers1 received refunds totaling over 331 billion dollars. In other words, most - not all - of these 113 million taxpayers could have kept most of that refund money with each of their paychecks had they planned their tax withholding.

Tax Return Refund Balance

Plan, manage, or adjust your Tax Withholding, thus your Tax Return results! Select from Four W-4 Form tools and keep more of your money in your paychecks during the year so that you don't have to wait until next year for your refund from the IRS. It's your money, you only need to manage it. You can be certain that we are doing our best not only to assist you in receiving your 2020 Tax Return Refund as soon as possible, but also to help you with adjusting your W-4(s) now so you can manage your next refund!