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Smith, Watson & Company, LLP
Established 1973

Services

Tax Preparation:
We specialize in preparing taxes for individuals, small businesses, corporations, and not-for-profit organizations. Smith, Watson & Company, LLP brings years of experience to tax preparation and planning. The knowledge of our tax professionals and our extra attention to accurate and quality preparation are second to none. It is our philosophy that a little extra effort spent preparing a return will save our clients from the aggravation that notices and audits can bring. Our staff is well versed in all aspects of the tax laws of Massachusetts, Connecticut, and New York. In addition we have ready reference to the laws of all fifty states and Canada so we can meet your unique needs.

 

Audit, Assurance Services & Financial Reporting:
Smith, Watson & Company, LLP provides the highest level of professional audit, review and compilation services. As part of the audit process, our objective is to provide "value added" business advisory services, whether not-for-profit or for-profit entities. We recognize that the majority of financial reporting that is requested by our clients is a requirement of lending organizations and not always by their own choice. While fulfilling these needs, we strive to provide beneficial feedback and analysis to our clients above and beyond the requirements set forth by the lending organizations. Because of our attention to detail and constant extra effort we hold an outstanding reputation with local and national lending organizations. Our work is consistently held to be of the highest quality by these organizations.

Business Consulting / Human Resource Consulting / Information Systems Consulting:
We provide a broad range of consulting services for both start-up and mature businesses. We draw on experience with hundreds of business organizations developing solutions specifically matched to the client's needs. Because our professionals have varied backgrounds we are able to utilize all of their unique talents to ensure that solutions will be all encompassing.

Business Plans / Business Projects
We have the expertise to work with you to develop a business plan that will provide you with a management tool to guide your business in the direction you want it go. In addition, we can integrate the plan with financial projections so you and interested parties will have a good understanding as to the financial impact of your plan.

Business Valuations:
Our Business Valuation Specialist brings years of experience to the development of an accurate assessment of your business. When preparing business valuations, we take a conservative approach. We look at each situation in depth and prepare an evaluation that is as realistic as possible. Feedback from banking and financial institutions has been extremely positive.

Personal Financial Planning:
Smith, Watson & Company, LLP assists individuals to plan for their financial future. We can help you develop personal financial goals and investment strategies. Our professionals draw on their wealth of knowledge as well as consultation with our attorney alliances. The end result is a well thought out, all-inclusive strategy, completely tailored to the client's goals.

Securities offered through 1st Global Capital Corp.  Member NASD/SIPC.  Investment Advisory Services offered through 1st Global Advisors, Inc.  We currently have an individual licensed in CT, MA and NY.  This is not an offer to sell securities in any other state or jurisdiction.

Estate Planning and Trusts:
Our in house estate planning staff is able to look at your unique needs and provide advice for your situation. This is important in order to facilitate the smooth transfer of family assets while minimizing the burden of estate and succession taxes. Estate Settlement and Trust Administration Services are also available.