Solberger & Smith LLP

Solberger & Smith LLP combines tax preparation with hands-on accounting support for individuals and small businesses. Its CPAs prepare returns, advise on tax decisions throughout the year, and help clients address IRS or state tax matters. Business owners can choose different levels of bookkeeping assistance, from occasional help reconciling accounts to outsourced transaction recording and periodic financial statements. Payroll options range from training owners to process payments themselves to full-service payroll administration. The firm also specializes in QuickBooks setup, data conversion, cleanup, customized reporting, and training, helping businesses make better use of their accounting software.

Founding partners Jack Solberger and Donna Bain Smith both hold CPA and MBA credentials. Smith has taught QuickBooks courses and works with clients on software reporting and customization. Consulting engagements can address business startups, financing, forecasts, valuations, and expansion decisions. Individual planning services include college funding, retirement, and estate considerations. A partner participates in each engagement, and the firm's private online portal gives clients secure access to financial information and documents.