S M I T H A N D C O I N V E S T M E N T A D V I S O R S G R O U P

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Integrated Advice. Collaborative Solutions.

At Smith And Co Investment Advisor Group, we believe everyone deserves finances built to last, with unmistakable evidence delivered by advisors who truly care.

By putting your interests first, we achieve more together. We bring transparent, evidence-based advice to help our clients safeguard their financial futures and realize their dreams.

Our day-to-day work focuses on addressing and solving our clients’ most pressing tax, estate and financial concerns. We help our clients take deliberate actions to accomplish what’s most important. In general those actions focus on five key planning areas.

Whether you are a start-up business, a growing business or a mature corporation, our firm has the accounting and bookkeeping expertise to help manage your business finances. Through prompt and timely service, along with an intimate knowledge of tax rules and regulations, we can keep you ahead of government deadlines, maintain order in your internal financial systems, and reduce the headaches that come with owning a business.

Located in Pleasanton, CA, our bookkeepers can handle it all, from your payroll needs to banking and check writing.  If you are having issues preparing your financial statements, we can tackle them for you. You name it…we can do it!

Why hire staff? At Smith And Co Investment Advisor Group, we provide monthly bookkeeping at a fraction of the cost of a full-time employee.

Our talented team of accountants is experienced with all the major accounting software programs. We perform vital accounting functions, such as accounts payable/receivable, payroll, general ledger accounting, bank reconciliations, financial statement preparation and financial analysis.

When you retain our services, we make it a priority to learn your goals and operations quickly so we can hit the ground running.  Based on experience, we can easily identify opportunities for more effective tax planning, improved internal controls, and other areas that will make your business more profitable.

Enhancing wealth by helping you make smarter financial decisions.

Helping you minimize income and estate taxes over the course of your lifetime.

Ensuring your assets are protected from unwelcome third parties.

Reinforcing your legacy and values through a well thought out wealth transfer plan.

Ensuring charitable giving is done in a meaningful and impactful way for those interested.

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