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Tax Planning

It’s not just what you make, it’s what you keep. As a holistic financial firm, tax implications and mitigation strategies are a critical consideration for all of our investment advice. From 401(k) rollovers and Roth conversions to charitable gifting strategies and tax-efficient portfolio offerings, our advisors are educated on the latest tax laws to help your bottom line.

Tax Preparation for Individuals & Small to Medium Sized Nonpublic Entities The JL Smith Group provides tax return advice and preparation for individuals as well as businesses. Our clients save time and money as we offer assistance regarding compliance with sales and use taxes, property taxes as well as state, local and federal taxes. We can also assist with the latest tax-saving strategies.


Fee Structure

$99 (Age 50+) / $169 (Age 49 and below)

  • Federal,
  • State and
  • City personal income preparation
  • *Additional $25 for each city return needed

Sole Proprietor Business or Rental Properties (Schedule C or Schedule E)

We will honor the price structure of $99 & $169 if all accounting work is complete and totals are provided to the tax preparer. A bookkeeping fee of $50 per hour will be charged for all accounting work requested.

Businesses that File an Independent Return (1065 Partnership, 1120 C-Corporation, or 1120-S Subchapter S Corporation)

These fees will vary depending on the complexity of the return. Business owners often experience a savings of a few hundred dollars on average over prior preparation fees.

Call (440) 934-9181 or contact us at [email protected] to schedule your tax planning or preparation today!