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Carlson & Smith LLP.


Carlson & Smith LLP helps clients with tax planning and preparation, bookkeeping, and payroll reporting. They are a QuickBooks Professional Advisor and are proud to offer Business Consulting, Investment Counseling and Asset Management as expanded practice areas. Carlson & Smith LLP has been providing clients with the exclusive combination of expertise and service that has become Carlson & Smith LLP trademark. Carlson & Smith LLP holds a quantity in accounting and is enrolled to practice before the Internal Revenue Service.  Carlson & Smith LLP also holds a Series license and has years of practice in the investment field in addition to experience in tax planning and preparation.
 
Carlson & Smith LLP’s primary focus has remained the same since their establishment. They use their knowledge of the latest tax regulations and the most current technology to reduce client’s year-end tax liability as much as possible. Tax preparation, however, is only part of what they do for Carlson & Smith LLP clients. In order to make sure you take advantage of all the tax benefits you are entitled to, they provide tax-planning services tailored for your own personal or business situation.
 
There are many places where you can have your tax forms filled out at the end of the year, but they consider that Carlson & Smith LLP year-round service and on-going tax assistance is what keeps their clients returning to Financial Specialists, Inc. By designing a tax plan for you and evaluating how changes in tax rules or your own situation during the year may affect your tax liability they make actionable recommendations that keep your taxes at the lowest level possible.
 
Carlson & Smith LLP office completes all of the annual continuing education requirements in their specialty to stay informed of the most current systems available to address your Specialists, Inc concerns.  Though they have added staff and kept abreast of technological advances in order to offer additional services, the operating philosophy of Carlson & Smith LLP has always remained the same.
 
They believe that their customer focus, which is stranded in active listening, thorough analysis, individual planning and accurate work done in a timely fashion results in the most profitable outcome for you and your business.
 

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