Services Overview

At SMITH MANDEL & ASSOCIATES, LLP., we are committed to your needs and objectives which will determine the services you need the most. We strive to provide you with business, accounting and tax advice that will minimize your work and increase your profits. We offer a wide range of services including the following:

Accounting

Our professional accounting staff is dedicated in helping our clients improves the quality of their financial reporting. At Smith Mandel & Associates, LLP, we take pride in providing our widely diverse clientele with our guidance and high quality accounting services which we tailor to each individual client to meet their specific needs. We offer:

  • Financial Statement Preparation
  • Business Planning
  • Cash Flow Analysis
  • Consulting
  • Training

Tax Service

Our tax preparation work is one of our specialties and an area where we take great pride in. We provide our clientele with our personal attention, as well as a prompt response to all our clients tax needs. Our expertise includes the following:

  • Tax Return Preparation
  • Tax Planning
  • Property Tax Returns
  • Payroll Tax Return
  • Sales and Use Tax Services
  • Representation before the IRS, the State and Local Jurisdictions

Financial Planning

Smith Mandel & Associates, LLP can create financial plans that will protect your future. We can develop various strategies that will fit your specific financial situation, and can be adapted as your needs change. We provide consultation in:

  • Cash Flow Planning
  • Education Planning
  • Insurance/Risk Management
  • Investment Analysis
  • Personal Financial Planning
  • Retirement Plan Services
  • Inventory Planning
  • Portfolio Monitoring
  • Wealth Management & Preservation

Estate Planning

Smith Mandel & Associates, LLP understands that no one likes to think about their passing or the passing of a loved one. Yet, it is a necessary to have your affairs in order, to protect the ones you love. That is why; SMA is here to insure that all our clients’ assets are taken care of in an orderly and efficient manner upon his or her death. SMA Estate Planning will coordinate:

  • Writing Wills
  • Setting up Trusts
  • Estate Planning through use of the Family
  • Partnership & Trusts
  • Estate & Gift Tax Return
  • Preparation
  • Real Estate Transactions

Business Development
Smith Mandel & Associates, LLP Business Development is here to help our clients create their dreams into a reality. We will help with:

  • Suitable Structure for your business -- corporation, partnership or limited company
  • Prepare business plan, cash flow projections, and budgets
  • Incorporate your company with the state
  • Deal with your company's secretarial filings
  • Apply for your company's business license and federal ID
  • Prepare company corporate book (Minutes & By-Laws)
  • Strategic Planning
  • Special Projects

Bookkeeping Service

Smith Mandel & Associates, LLP takes great pride in its Bookkeeping Services. Our services are like no other, not only do we provide short-term assistance to ongoing support but we offer software training in: Peachtree, Quickbooks, Quicken, MAS 90 & 2000, AccPAC, and Caseware.

If you have any questions or would like further information, please send us email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it , or call 818-556-4000.