Services

TAX

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INCOME TAX PLANNING & COMPLIANCE

Whether you’re an individual, sole proprietor, partnership, limited liability company, corporation, or nonprofit organization, our tax professionals are ready to assist with your unique tax needs.  Our team of tax professionals brings industry-specific knowledge and experience to the tax planning and return preparation process.  We have a wide range of experience, from manufacturers, construction contractors, and medical practices to professional service firms and retail establishments.  We are able to partner with our clients to help manage and grow their businesses by providing informed advice that goes beyond preparing timely and accurate tax returns.

Some of the tax services that we provide for individuals and businesses include:

  • Charitable giving strategies
  • Interpretation of tax law and related tax planning
  • IRS audit support services
  • Multi-state taxation planning
  • Preparation of federal and state tax returns
  • State taxing authority representation
  • Transaction structuring and counseling

In addition to the tax services provided by our professionals with Smoak, Davis & Nixon, LLP, our affiliate, River Capital Advisors, LC (“RCA”), is a vital resource for business and individual planning.  RCA was founded in 1998, and acts as a financial fiduciary for its clients.  RCA is led by Edward Schmitzer, CPA/PFS, CFP®, its President and Founder.  Ed is also one of the partners at Smoak, Davis & Nixon LLP.  Our affiliation with River Capital Advisors, LC places us in a unique position to handle all aspects of your financial life.

ESTATE, GIFTS, & TRUST

Planning is key to a successful estate strategy.  Estate planning can be complex.  While everyone’s goals are unique, one thing is sure: Hope is not a strategy.  Our team of tax professionals can help determine the most appropriate steps for your estate plan to protect your assets for your family and heirs.

Services we provide for estate, gifts and trusts include:

  • Preparation of estate, gift, and trust tax returns
  • Estate planning
  • Gifting advice
  • Wealth transfer strategies
  • Generational planning

In addition to the estates, gifts and trust services provided by our professionals with Smoak, Davis & Nixon, LLP, our affiliate, River Capital Advisors, LC  (“RCA”), is a vital resource for business and individual planning.  RCA was founded in 1998, and acts as a financial fiduciary for its clients.  RCA is led by Edward Schmitzer, CPA/PFS, CFP®, its President and Founder.  Ed is also one of the partners at Smoak, Davis & Nixon, LLP.  Our affiliation with River Capital Advisors, LC places us in a unique position to work towards your financial goals together.

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CONTACT US

We welcome the opportunity to discuss how we can assist with your tax needs, please contact us to set up a time to meet.
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