About Us
SmartBooks & Tax provides professional tax and financial support for individuals and businesses who value precision, confidentiality, and high service standards. We help clients confidently navigate U.S. tax laws and make sound financial decisions.
Our team offers comprehensive services including:
  • Tax planning and filing
  • Accounting and bookkeeping
  • Payroll services
  • ITIN assistance
  • Company registration
  • Strategic financial consulting
Every client receives a customized solution based on their goals, income structure, and growth plans. SmartBooks & Tax is not just a service provider — we are a long-term financial partner focused on your success.

Tax Return Preparation & Filing Services

Stress-free and risk-free tax filing. We handle full preparation and submission of tax returns for individuals and businesses, helping to legally minimize your tax burden and take advantage of every available benefit.
Individual Taxes $200
350 $
  • Residents (1040)
  • Nonresidents (1040NR)
  • Immigrants (F1, J1, O1, H1B, EAD)
  • Salary Income
  • Contractor Income and Expenses
  • Stocks and Capital Gains
  • Crypto Calculations
  • Dividends and Interest
  • Amendments
  • Childcare Expenses
  • Tuition Expenses
  • First Time Home Buyer and Mortgage
  • Sale of Primary Residence
  • Rental Property Income
  • Individual Retirement Accounts (IRAs)
Get a Personalized Estimate
Business Taxes $499
789 $
  • Partnership (1065)
  • Limited Liability Company (LLC)
  • C-Corporation (1120)
  • S-Corporation (1120S)
  • Sole Proprietorship (Sch C)
  • Rental Business (Sch E)
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International Taxes $499
  • Foreign Tax Credits (1116)
  • Foreign Owned US Entities (1120, 5472)
  • Foreign Corporations (1120-F, 5471)
  • Foreign Partnerships (8865)
  • Foreign Branches (8858)
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Business Services (Accounting & Bookkeeping)

We provide comprehensive bookkeeping, payroll processing, and virtual CFO services. Our team ensures accurate financial records, timely payments, precise tax calculations and reporting, as well as strategic financial analysis to support sustainable business growth.
Bookkeeping $399
550 $
  • Categorize Transactions in QuickBooks
  • Prepare Profit and Loss Statement and Balance Sheet
  • Prepare Financial Statements
  • Bank Reconciliations
  • Estimated Quarterly Advance Tax Calculations
  • Accounts Payable Services
  • Accounts Receivable Services
  • Year End Adjusting Entries
  • Review and Categorize Old Transactions
  • Bring Books Up To Date – Clean up
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Payroll from $299
499 $
  • Payroll Setup
  • Automate Direct Deposit
  • Withholding IRS and State Taxes
  • Filing Payroll Reports
  • Apply for SUI ID
  • Apply for Payroll and State Tax IDs
  • Set up Worker Compensation
  • Respond to Payroll Notice
  • Annual 940/941 Filing and Reporting
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Virtual CFO $699
989 $
  • All Bookkeeping Services
  • All Payroll Services
  • Tax Advisory and Planning
  • Expense Planning and Budgeting
  • Retirement Account Planning And Setup
  • Secretary of State Renewals
  • All Federal and State Compliances
  • Technology Integration
  • Corporate Deadline Tracking
  • Industry Benchmarking
  • Sales Tax Filings
  • Budgeting and Analysis
  • Email and Phone Support
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Company Registration in the U.S.

We help you start a business in the United States by selecting the optimal legal structure, registering your company, and obtaining the required licenses and permits. You focus on growing your business — we take care of all the formalities.
LLC, C-Corp, S-Corp Formation from $599
850 $
  • For US Residents and Foreigners (US Nonresidents)
  • SS4 and Federal Tax EIN Application
  • Business Structure Analysis - LLC v/s C-Corp v/s S-Corp
  • Name Availability Search
  • Secretary of State Filings and Fees Submissions
  • Articles of Incorporation & Organization Filings
  • Operating Agreement & Bylaws
  • Stock Issuance Certificates
  • Entity Renewals and Deadline Tracking
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Registered Agent and Virtual Business Address from $299
499 $
  • Registered Agent Services in almost all states
  • Discounted Wyoming & Delaware services
  • Dedicate Business Address with Suite Numbers
  • No PO Box. Real Physical Addresses
  • Dedicated Online Account & Dashboard
  • Free Mail Scanning & Forwarding
  • Commercial Mail Receiving Agency (CMRA) Approved
  • State compliance notifications
  • Some services provided by our service partners & third party providers
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US Bank & Payment Solutions from $399
589 $
  • For US Residents and Foreigners (US Nonresidents)
  • Powerful business banking for your firm
  • Dedicated account manager
  • White-glove onboarding
  • KYC & paperwork guidance
  • Virtual banking partners: Relay & Mercury
  • In-person US bank visit documentation guidance
  • Physical bank opening with Chase, BoA & Wells Fargo
  • Some services provided by our service partners & third party providers
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CTA BOI and BE 12/13 Filling from $199
389 $
  • Compliance under Corporate Transparency Act
  • Customized Beneficial Ownership Information (BOI) Report
  • Submission Confirmation from FinCen
  • Ongoing BOI Report Update Filings
  • U.S. Bureau of Economic Analysis (BEA) Reporting
  • BE-12 and BE-13 Filings
  • Benchmark Survey Filing
  • Claim for Exemption Filings
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Tax Consulting

Personalized consultations on tax strategy, business growth, and investments. Expert support — including certified accountants — whenever you need it.
Personal Tax Planning $599
850 $
  • Personal Financial Goals Identification
  • Tax Return Review
  • Identify Missed Deductions and Credits
  • Cost Benefit Analysis for Amendments
  • Employer Stock Option Advice
  • Wealth-building & Tax Discussion
  • Crypto and Stock Sell Off Scenarios
  • Investment Property Evaluation
  • Tax Plan Creation
  • 3-month Follow Up Meeting
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Business Tax Planning $999
1299 $
  • Business Financial Goals Identification
  • Tax Return Review & Projections
  • Retirement Account Planning (401k, SEP, SIMPLE IRA)
  • Payroll Planning for Owners and Family
  • Entity Restructuring (LLC v/s C-Corp v/s S-Corp)
  • Cash Flow Analysis
  • Industry Benchmarking
  • Tax Plan Creation
  • 3-month Follow Up Meeting
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General Advisory $499
689 $
  • 15 Min Free Introductory Call (No Tax Advice Given Here)
  • 30 Min EA/CPA Tax Consultation
  • 60 Min EA/CPA Tax Consultation
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ITIN Services

We help non-residents, family members, and spouses obtain or renew an ITIN and claim eligible tax benefits even without a Social Security Number. We provide full support and guidance through all ITIN-related requirements.
W7 & ITIN Application $399
550 $
  • W7 ITIN Application Filing
  • ITIN for Nonresident Spouse and Dependents
  • ITIN for Nonresident US Business Owners (LLC/C-Corps)
  • ITIN Renewal Application
  • 1040 and 1040NR Tax Filing
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Certified Acceptance Agent $199
  • CAA Authorized by Internal Revenue Service (IRS)
  • Passport verification
  • Documentation certification
  • Issue Certificate of Accuracy to IRS
  • Coordinate with IRS ITIN Operations office
  • International shipping & mailing
  • No notary required
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Contact Us
Schedule a free consultation by phone or through our contact form!
Phone: +1 (888) 511-5560
Email: smartbookstaxusa@gmail.com
260 Kenbrook way apt 301 Davenport FL 33896