Proactive Tax Planning and Advisory designed for Small Business Owners

SmartBooks Tax and Advisory provides strategic, proactive tax planning, business advisory, and compliance services to small business owners and entrepreneurs. Our goal is to help you build a strong financial foundation that will lead to future success both personally and professionally.

Meet Greg Reed

Greg is passionate about helping small businesses and their owners successfully plan and manage their tax obligations. He is an equity partner and the Head of Tax at SmartBooks. A graduate of Bryant University with a bachelor of business administration with a concentration in accounting, he then earned a master’s degree in accounting and his CPA license. Greg’s focus revolves around small closely held businesses and their individual owners.

Who We Serve

We proudly serve small businesses with $200K – $10M in annual revenue.

Small Business Owners

  • Tax Compliance done right and timely filed so you can focus on your business
  • Proactive tax planning helping to keep more money in your pocket
  • Business Advisory to help you understand your numbers and make sound business decisions
  • Goal setting and accountability so that we can help your business continue to grow into the future


  • Whether its your first business or your 5th we help you get setup the right way from the start.
  • Proactive tax planning to make sure your ready for your next entrepreneurial endeavor.
  • Tax compliance completed timely and accurately to ensure K-1’s are provided to your investors when they are expected.

What our clients say about us

Affordable, high quality accounting and tax service. The name of the game is leveraging SmartBooks and their amazing staff so you can focus on your business.

Tyler Bohannon, CEO of The Fitness Factory of Charlotte

Frequently Asked Question

Unlike many tax preparers, we pride ourselves on staying engaged with our clients throughout the year. We offer several options for you and your business to make sure we are involved as much or as little as you want. You can choose to meet with us on a monthly, quarterly, semi-annual, or annual basis. Alternatively, you can always schedule a one-time consultation with us directly here.

Our prices are based on the complexity of the tax returns as well as the number of tax jurisdictions that you are filing in. Our tax preparation fees are billed on a fixed fee basis and any tax planning or consulting is billed on an hourly basis.

  • Business Tax Returns: Starting at $1,000
  • Individual Tax Returns: Starting at $350

Yes! We are a completely virtual tax practice and can work with clients all over the country.

Yes, all tax related information is stored in a third party portal that you can access whenever you need your information. To learn more about this security please follow this link. Our tax preparation software provider must also adhere to strict SOC2 audits to protect your personal information.

We do our best not to put any client on extension unless it benefits them. That being said, we cannot guarantee that you will not be put on extension if we do not receive your information in a timely manner. We ask that for returns due March 15th, we receive information by January 31st and that for tax returns due April 15th, we receive information by March 18th. 

There are several ways to send us your information. For security reasons we ask that you do not email us documents containing personal information. You can upload documents directly to your portal here or you can use the mobile app and take pictures of your documents directly from your smartphone. Learn more about the mobile app here.

Yes, if you would like us to work directly with your bookkeeper, we can do that. We also work directly with financial advisors, tax credit specialists, and outsourced CFO’s. We are also happy to introduce you to these people should  you need assistance in those areas.