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Firm management

Oversee both strategic planning and manage day-to-day tasks easily and efficiently.

Workflow automation

Team collaboration

AI-powered reporting

Firm dashboards

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Client management

Maintain all client data, documents, communication, and tasks in a secure, centralized location.

Document management

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Team of 20+ built enterprise-level client experience for 250+ businesses

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Revenue operations

Get paid on time with streamlined invoicing and client billing integrated into your workflow.

Time and billing

Proposals and engagement letters

Packages in proposals

TaxDome Payments

Client experience

Deliver a top-tier experience with a white-labeled client portal and mobile app that your clients will love.

Client mobile app

Website and branding

Global communications

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White‑labeled client app

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What your clients want you to know: insights from 1,000 taxpayers

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Company size

Small firms (2-4 staff)

Mid-sized firms (5+ staff)

Multi-office and large firms (50+ staff)

Franchise networks

Integrations

IRS Transcripts

QuickBooks Online

Companies House

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Resources

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Online and in-person events.

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Industry insights, best practices.

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Savings calculator

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Library of financial terms.

Our client's success stories.

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Paid onboarding services

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Company

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Real-time support status

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Pricing Pricing

Tax SMART LLC

Do you feel like you’re paying more than your fair share in taxes but saving enough to pay your wealth forward and ensure all your hard work pays off? We are part of a new wave accountants who value tax planning. We exist to advise individuals and businesses on the most advantageous ways to become tax efficient!

4.6 Google Maps

State:

Omaha, Nebraska

Served languages:

English

Category:

Accountant

Services:

Business Tax Prep, Business Valuations, Individual Tax Prep, Tax Planning & Strategy, Tax Resolution & IRS Representation, Valuation

Specialty:

Cryptocurrency Investors, HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, K1 Partnership Income, Multi-state Returns, Professional Service Firms, Real Estate Investors, SMB Owners, Solopreneurs

Industry:

Advertising & Marketing, Agriculture & Farming, Architecture & Engineering, Automotive, Biotech & Pharma, Construction, Consulting, Consumer Goods, Dental, E-commerce, Education, Electrical, Energy & Utilities, Financial Services, Food & Beverage, Gaming, Government, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Nonprofits, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel

1,500/month

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