Customized For Every Client.

Startups and small businesses often have a hard time with taxes and accounting. They are unsure of the norms, rules, and regulations, and in many cases, they don’t have the necessary help. Welcome to Thomas Smith CPA, PLLC, where we aim to offer the best services related to accounting and tax preparation in the Triangle area.
Founded by Tom Smith, who is a Certified Public Accountant, we are committed to small businesses and individuals and their accounting needs. Besides assistance with taxes and bookkeeping, Thomas Smith CPA, PLLC also specializes in business consulting. Since 1998, Mr. Smith has been known for his efforts as an entrepreneur. He has been a CPA since 1992. In the two decades, he has realized the need for business services in the Triangle area. He has gathered a team that specializes in tax, accounting, business consulting, and much more.
Thomas Smith CPA, PLLC also works with individuals for their tax preparation needs. We work with people planning and preparing their tax returns.
With a team of seasoned and experienced employees, including some of the best consultants in business, we have managed to work with clients with a professional approach. We work with clients in a personal way, focusing on their financial goals, before offering solutions that would work in their favor. We can help you in reducing the errors and mistakes in bookkeeping, which eventually lead to tax problems. At the same time, we are also focused on pricing. There’s no point of pricing services at a level that small businesses cannot afford. We will understand your needs and financial objectives, before deciding on how to approach your issues.
Our business consultants are known for their experience and expertise, and we will be happy to answer your queries. We are also capable of offering solutions for tax savings, and our team will help in planning your long-term strategy.

Tax-related Questions

What should I bring to my initial tax visit?

  • A copy of your most recent tax return
  • Completed New client form

What can we expect from our initial tax visit?

  • 30 Minute consultation with a licensed CPA
  • Review of your current tax return
  • Review of our fees and invitation to client portal (if you do not have one)
  • A customized organizer will be sent for you to gather your tax documents for the new year.

What can you expect from us?

  • Your return will be processed within 2-3 weeks of us receiving your documents
  • Flexibility to drop off physical documents or upload through your client portal
  • Professional preparation and multiple reviews of your return to ensure accuracy and maximum tax deductions.
  • Computer software review for any potential issues IRS tax compliance
  • All Federal and state returns will be electronically filed – Nothing for you to mail!
  • Our staff will be in touch with you throughout the tax filing process
  • Tax saving strategies to help you plan for the future including adjusting your payroll withholdings and estimated taxes

What if I need an extension?

What happens if I get a notice?

  • Reach out to us and upload a copy of the notice through your client portal.
  • We’ll review and contact you within 24 hours on options on how to resolve
  • If you need to sign a power of attorney, that will be prepared and sent back to you to LIVE sign
  • We will reach out to you once we’ve contacted the tax authorities about any resolutions.

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What It Means to Be RamseyTrusted

Earning the right to be called RamseyTrusted is a big deal. It means financial expert Dave Ramsey and the Ramsey team trust these local and national pros to not only serve you with excellence, but to have your back and teach you along the way.