We have over 15 years of experience providing the highest level of service for tax and accounting services in Rhode Island and Massachusetts. Jason Smith specializes in the preparation of financial statements and tax returns for non-profit organizations. He is licensed in the States of RI and MA. He prides himself on his ability to explain his client's tax returns in a manner in which they can understand it.
The IRS conducts tax audits to minimize the "tax gap, " or the difference between what the IRS is owed and what the IRS actually receives. We offer personalized advice to help investors build wealth, financial planning, identify well-suited investments, and guide insurance decisions. As your representative, we can Interact with the IRS and provide information and explanations on your behalf.
The IRS conducts tax audits to minimize the "tax gap, " or the difference between what the IRS is owed and what the IRS actually receives. We offer personalized advice to help investors build wealth, financial planning, identify well-suited investments, and guide insurance decisions. As your representative, we can Interact with the IRS and provide information and explanations on your behalf.
Services
He was previously employed for over eight years in a local accounting firm in Franklin, Massachusetts as the Tax and Audit Manager. Jason was responsible for the final review of various clients' tax returns in industries ranging from construction to non-profit organizations. In addition, he was responsible for all financial statement audits, including the issuance of the final financial statements.
Reviews (7)
Liz Fayram
Aug 07, 2020
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Michael Riley
Sep 21, 2018
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K. M. T.
Aug 06, 2018
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Jason has been my personal CPA for years now. I'm a fellow financial professional with a complicated return. Jason has not only completes my return with care, but he takes time to answer my questions. He's also great with technology, so I don't have to go into his office with paper forms if I don't want. Finally, he's an LGBT-friendly business owner, which I think is important in allowing me to refer him to my own clients.
Marisa P.
Jun 16, 2018
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Anne D.
Apr 24, 2017
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Jason is very good, very organized and someone you should hire. He has helped us with our taxes for many years (including a small business). I highly recommend him as he has terrific follow through and will take the time needed to answer any questions you have. I have no negatives to report on him or his work!
Dr. Jeff Robitaille
Jan 03, 2017
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Brian O.
Feb 11, 2015
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Jason has been doing my personal taxes and the taxes for my business for 6 years now. He has great customer service over the entire year. He always keep me informed as to what I need to for my business for the current year and anytime I have a question he gets back to m e in less than a day. He has great follow up and follow through. I highly recommend him for your accounting needs.
