Tax Planning & Compliance

Take a comprehensive view.

Always on your behalf, we insist on a proactive approach to managing your tax affairs. Getting “a leg up” means staying current on new tax laws and legislation. In this way, we position ourselves to identify key tax planning opportunities that minimize both your current and future liabilities. Without question, tax issues demand competent, comprehensive tax expertise – all year long.


Smith Leonard prepares annual federal and state income tax returns. Where appropriate, we file amended returns, claims for refund, and accounting method or period change requests. We can tell you without reservation – tax laws are complex and they change constantly. Therefore, we’re confident in our capacity to deliver exceptional service related to:

  • Preparation of federal and state income tax returns
  • Assistance with responses to tax notices


Leaning on our compliance services as a foundation, we have the ideal opportunity to learn about the challenges your company faces. We systematically apply this knowledge to help identify and deliver value-added services, such as:

  • Accounting method review
  • Cost segregation studies for acceleration of deductions
  • Entity structure selection
  • ERISA compliance
  • Executive compensation and benefit planning
  • International tax planning and consulting
  • Multi-state tax planning and nexus issues
  • Sales and use tax planning
  • Tax credit maximization


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