Your Return Deserves a Human, Not a Chatbot.
Individual tax preparation and planning for business owners, high earners, and complex filers in Florida and across the US.
Most filing software treats your return like the national average. But if you own a business, have equity comp, live in multiple states, own real estate, or file internationally, the average answer is the expensive one. A senior EA reviews every return. We typically find $5K–$40K a year most filers quietly overpay.
Based in Fort Lauderdale. Serving individuals and families across the US and internationally.
- $50M+ identified in client savings
- 21,700+ returns filed
- 500+ five-star reviews
- 98% client retention
Software Doesn’t Know What It’s Missing.
Do-it-yourself tax software is fast, cheap, and wrong for anyone whose return isn’t a W-2 and a standard deduction. It asks the questions it knows to ask. It doesn’t ask the question where your money actually is. Every year, filers leave four- and five-figure deductions on the table because nobody raised their hand.
You don’t need a faster filing tool. You need a preparer who looks at your life before they open the software. How many Aprils have you said “next year I’ll plan earlier”?
Book a Tax ReviewWhen the same person owns both sides of the return, integrated planning (comp, distributions, retirement, home-office, auto) usually finds $10K–$40K of savings per year that split providers miss.
Exercise timing, AMT exposure, 83(b) elections, and ISO/NSO splits can swing your liability by six figures. Most software misses every single one of those levers.
Part-year residency, telecommuter credits, and reciprocity rules are where most software returns quietly break. The IRS won’t catch it. The state revenue department will.
Schedule E, passive activity rules, material participation, and cost segregation can turn a paper loss into a real deduction. Only if the return is prepared by someone who understands them.
Gain/loss calculations, staking income, NFTs, and DeFi swaps each have their own IRS treatment. Getting them wrong now means an amended return and penalties later.
Every late day costs money. EAs licensed in front of the IRS can respond, negotiate installment agreements, and — where appropriate — abate penalties most filers don’t know are negotiable.
Built in South Florida, by real tax pros.
SMAART Company was founded by Ray Dominguez, an IRS Enrolled Agent, to give individuals and families a tax partner who actually picks up the phone — not just in April.
We started filing individual returns for business owners and grew into a full-service practice: personal tax, corporate tax, bookkeeping, IRS defense, financial planning, and fractional CFO work.
Today, SMAART has filed over 21,700 returns and maintains a 98% client retention rate. Every individual return is reviewed by a senior EA or USTCP before it’s transmitted.
A few faces from the team.
Credentialed preparers, IRS Enrolled Agents, and US Tax Court Practitioners who sign your return and stand behind it if the IRS ever asks. You get the same preparer year after year.
- Credentials
- EA · USTCP · RIA
- Languages (6)
- EN · ES · FR · HT · PT · IT
- Combined experience
- 20+ years
- Home office
- Fort Lauderdale, FL
Every deduction we miss is money you paid for no reason. My job is to keep that number at zero.
When the IRS is in your inbox, you don’t need optimism. You need someone who’s done this a thousand times and knows the next move.
A clean return starts weeks before the deadline. If we’re scrambling in April, we already lost.
Plus specialists for equity comp, international filings, and state residency, across our Fort Lauderdale office.
Florida-based. Nationwide filers.
Florida has no state income tax, but most of our clients still touch two or three other states every year. We handle part-year residency, non-resident returns, multi-state W-2s, and expat filings — all from one portal, one team.
Personal Tax Wins for Real Filers.
Across our client base we’ve identified over $50M in savings and maintain a 98% retention rate. Here’s what our broader tax work looks like in practice.
“My previous preparer filed a clean return but missed the NY PTET election entirely. SMAART amended the year, captured the deduction, and sent a $62K refund check to my inbox six weeks later.”
“RSU vesting, ISO exercises, and a mega-backdoor Roth I didn’t know existed. SMAART ran the scenarios before year-end and saved me $48K in federal tax the same calendar year.”
“Living abroad, my old preparer double-taxed my foreign earned income and missed the FEIE. SMAART redid three years of 1040s + FBAR + Form 8938 and recovered $27K we thought was gone.”
“I inherited a large IRA and was about to liquidate it in a single year. SMAART mapped a 10-year distribution schedule, coordinated with my tax bracket, and kept $71K that would have gone straight to the IRS.”
Trusted by Business Owners and Families Across the US.
507 five-star Google reviews. Real filers, real savings, real preparers who answer the phone.
“Ray and his staff are worth every penny I spent. Thank you Ray for saving me so much money on my taxes.”
“Lisa’s professional and efficient approach has been invaluable in helping us clarify doubts, find solutions, and make strategic decisions. Her dedication and expertise make a real difference.”
“Lisa is very knowledgeable, easy to work with, and tries her best to find ways to save you money when possible.”
“Especially Lisa and Katie. I’ve known them for so many years. They are very professional and knowledgeable. They know what they’re doing, and I’m very happy to be their client.”
Built for Filers Whose Return Is Not Standard.
Whether you own a business, hold equity comp, live in multiple states, or file internationally — one team, one preparer, one return that actually reflects your life.
Or call (305) 819-3675 to talk with our team today.
Federal & State Tax Returns
Form 1040 with every schedule your situation requires — Schedule A, B, C, D, E, F, K-1 flow, plus state returns for every jurisdiction you touched during the year.
- Form 1040 and all required schedules
- Multi-state and part-year returns
- K-1 income reconciled to business returns
Proactive Tax Planning
Quarterly check-ins so the return you sign in April reflects decisions made in July, September, and December — not a scramble in March.
- Estimated tax calculations
- Withholding and quarterly planning
- Retirement and contribution optimization
Complex Situations Handled
Equity comp, AMT, rental properties, crypto, expat filings, and estate/trust income handled in-house by preparers who see them every day.
- RSU, ISO, NSO, and ESPP planning
- Rental property and Schedule E
- Crypto, DeFi, and digital asset reporting
IRS & State Notice Resolution
Notices, audits, back filings, and penalty abatement handled by IRS Enrolled Agents and US Tax Court Practitioners. Licensed to represent you nationwide.
- IRS and state notice response
- Back filings and amended returns
- Audit representation and Tax Court
Built for Filers Whose Return Deserves Attention.
Our individual clients range from high-W-2 professionals to multi-entity business owners. The common thread: returns where details matter and mistakes are expensive.
Not sure if your return is complex enough? Book a free 30-minute review and find out.
Book a Tax ReviewBusiness owners filing personal + business returns together.
Physicians, attorneys, executives, and high-W-2 professionals.
Tech employees with RSUs, ISOs, or ESPP income.
Real estate investors with rental or short-term-rental income.
Crypto, DeFi, and digital asset traders.
Expats and US citizens living abroad (FBAR, FATCA, Form 8938).
Families with multi-state residency or snowbird situations.
Individuals with IRS notices, back returns, or unresolved audits.
Filers Choose SMAART Company.
Your return is one of the most expensive forms you sign every year. Here’s why filers bring it to us instead of a chain or a filing app.
Most of our individual clients renew every year. Not because they have to, because the savings pay for the work.
An EA reviews every return.
No seasonal hires, no “preparer X”. IRS Enrolled Agents and US Tax Court Practitioners sign your return and stand behind it.
The same preparer, year after year.
Returns compound. The preparer who filed you last year already knows where the savings live this year — carryovers, basis, depreciation schedules, loss limits.
Business and personal handled together.
If you own a company, your corporate return and your personal return are the same math. We run them on one team, one workpaper, with one answer.
21,700+ returns filed. 20+ years of experience.
We’ve seen your situation before. Expat, ESPP, K-1 from a partnership, crypto staking, multi-state residency — it’s all routine here.
Flat-rate pricing. No billable-hour games.
Individual returns typically run $300–$1,200 depending on complexity — a W-2 + Schedule A lands at the low end, while multi-state, self-employment, equity comp, or expat filings move higher. You’ll know the number before we start. No hourly surprises, no “extra schedule” fees tacked on at the end.
Audit support included.
If the IRS ever asks a question about a return we prepared, the same firm handles the response. EAs and USTCPs licensed to represent you.
A Simple Process for Personal Returns.
From intake to signature, a clean path that respects your time and catches the savings that matter.
Free 30-minute tax review.
A senior EA reviews last year’s return and your situation this year. You leave the call with specific items to act on, whether or not you hire us.
Flat-rate engagement.
We scope your return — schedules, states, complexity — and send a clear flat-rate proposal. No hourly surprises, no upsells.
Prepare, review, file.
You upload documents through a secure portal. We prepare, a senior EA reviews, we walk you through the return, then we transmit. Copies and carryovers archived for next year.
Personal Tax Questions, Answered.
Common questions individuals ask on discovery calls. Want something specific to your situation? Book a free review.
Or call (305) 819-3675 to talk with our team today.
Your Return Should Reflect Your Life, Not the National Average.
30 minutes with a senior EA. We’ll review last year’s return, flag specific items costing you money, and tell you whether we’re the right fit. No pressure, no hard sell.
- A senior Enrolled Agent, not a salesperson
- A review of your last personal return
- A written, flat-rate proposal — if we're a fit
- Zero pressure if we're not
Tell us where you stand.
Drop your details and a senior accountant will reply within one business day. You'll get specific answers on your situation, not a pitch. No spam, no hard sell.