TD SMITH TAX LLC

Great 4.9(57)
  • 76 hires
  • Based in Henrietta, NY
  • 9 years in business
  • 1 employee
  • Background checked

About TD SMITH TAX LLC

I am a seasoned CPA specializing in retirement income and tax optimization. I am committed to helping you secure your financial future. My mission is to create tailored retirement income plans while minimizing your tax liabilities, ensuring you keep more of what you've earned. I provide personalized solutions, uphold the highest professional standards, and empower you with financial knowledge. Let's start your journey towards financial freedom and a worry-free retirement.

Reviews

Jenna P.Jan 2024

Very knowledgeable! Thanks for the quick help

Yash P.Dec 2023

Top-notch CPA and Financial Advisor - Trevor's Meticulous Expertise Trevor, as a CPA and financial planning advisor, provided meticulous service during our financial planning. He took the time to review not just standard financial aspects but also our new house purchase agreement, showcasing his attention to detail. Trevor's valuable guidance in tax savings planning demonstrated his commitment to optimizing our financial situation. His thorough approach and dedication make him an exceptional choice for anyone in need of a knowledgeable and attentive CPA and financial advisor. Highly recommended.

Tom D.Oct 2023

Trevor was a fantastic tax preparer. He was the most responsive tax preparer I’ve ever worked with. He was super timely in completing my return and he was very accommodating of my busy schedule. 10/10 highly recommend.

Carmela C.Oct 2023

Trevor answered all of my questions and he was very professional, gave me great advice of how I can manage my finances and taxes for the future. Thanks a lot!!

James L.Aug 2023

Trevor assisted me navigate my tax situation and explained some tips and tricks to be on the lookout for. Will be utilizing his services again in the future.

Varun M.Apr 2023

Trevor was really helpful in filing my taxes. He has great knowledge of taxes, and is really punctual.

Greg U.Apr 2023

Trevor was easy to work with and finished my taxes On Time.

Yeonsoo K.Apr 2023

Trevor is amazing to work with. So glad I found him on Thumbtack.

Anne B.Mar 2023

Trevor responded within minutes of submitting an inquiry for a tax advisor. He brought to my attention actions I could take for a better tax outcome, which my prior CPA did not do. I’ll be sticking with TD Smith.

Jennifer s.Feb 2023

Trevor was fantastic to work with! He responded immediately and got the job done quickly. He will be my go to tax professional. Highly recommend!

Services

TD SMITH TAX LLC★ 4.9
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