Tax Preparation

We simplify the tax preparation process for leaving you time to focus on what matters: the day-to-day of your business operations.

Business Meeting

What Is It About?

For Sole Proprietors Filing

We help with filing personal returns and Schedule C returns.

For Business Filing

We help with filing partnership, S-Corp returns and C-Corp returns.

For Business/Personal Filing

We help with Schedule C returns, Personal returns, and Business returns.

We find that we work best for most clients, but, of course, we always tailor everything to suit the specific needs of individual clients. 



"Smart Money CFO was our missing piece . A reliable virtual CFO with a simple, elegant system, at a consistent monthly price."


"Smart Money CFO gives me the peace of mind that my business finances are being done right, so that I can focus on growing my business operations."

Professional Tax Services for Small Businesses

  • Cost-effective

    Our virtual CFO service, is at a fraction of what a full-time CFO would have cost you.

  • Outsourcing

    Your opportunity to outsource your finance needs.

  • Expert Help

    Having a financial expert to speak and guide your business growth and planning.

Choose Your Service

  • YouTube
  • Instagram

©2020 SMART MONEY CFO / Email: