Accounting, Bookkeeping,
Taxes & Payroll

$15,894

annually

Avg Net Tax Savings

21

monthly

Avg Hours Saved

What We Do

Serving You
at Every Step.

We tailor workflows to meet each client’s needs, leveraging top accounting technology for seamless and efficient financial results. We serve individuals and small businesses in various industries, including real estate, legal, medical, manufacturing, service and much more.

Accounting

Payroll

Personal Tax

Business Tax

Thomas Smith Advisors

Expert Advice.
Personalized Service.

Expert
Strategies

Our team delivers expert strategies that go beyond compliance to create real value for clients. From tax planning and accounting to broader financial guidance, we provide proactive, customized solutions designed to minimize risk, maximize savings, and position you for long-term success with clarity and confidence.

Streamlined
Solutions

We make financial management simple with streamlined solutions built for efficiency and accuracy. By combining smart processes, modern tools, and expert oversight, we remove complexity from accounting, payroll, and tax services—saving you time, reducing errors, and giving you clear financial insights when you need them most.

Data-Driven
Insights

We turn your financial data into meaningful insights that drive smarter decisions. By analyzing trends, identifying opportunities, and highlighting risks, we provide clear guidance that helps you plan ahead with confidence. Our data-driven approach ensures every decision is backed by accurate information and strategic perspective.

Our Business Impact
30%

Avg cost savings reported by clients using us for annual tax filings

84%

84% of client report saving over 15 hours of work a month

98%

98% of clients benefit from our Audit Protection Plans

Personal and Business Accounting Team

Meet Our Leaders

Our success stems from a seasoned professional team bringing extensive experience and expertise to every client engagement.

Let us show you what our team can do for you!
Joe Swanson
Joe Swanson, CEO
Our Services

We Simplify Tax & Accounting for Our Clients

Time Savings

Our Bookkeeping and Payroll clients report saving up to 21 hours a month.  Time better spent growing your business.

Increased Profitability

Businesses working with Thomas Smith Advisors save up to 30% on taxes annually.

Our Top Clients Continue to Grow Year over Year
65%
2023
75%
2024
88%
2025

Audit Protection

Our Audit Protection services helps protect you and your business in the event of an IRS audit.

Testimonials

Why Our Clients Love to Work with Us!

Advisor Insights

Insights & Strategies. Your Guide to Smarter Accounting.

Thomas Smith white logo transparent
2026
Dave Ramsey
Trusted
Provider
About Thomas Smith Advisors

Who We Are

Our founder, Tom Smith, believed great accounting is about more than filing returns—it’s about giving you the clarity and confidence to make smarter decisions all year long. We carry on that belief in our work everyday.  We’re a full-service tax and advisory firm built for ambitious small businesses and individuals who want a partner, not just a preparer. Our team handles the day-to-day that keeps you compliant—bookkeeping, tax planning, and preparation—while keeping an eye on the bigger picture: how to lower your tax bill, strengthen your cash flow, and grow with intention.
We pair experienced advisors with modern technology, so you get proactive guidance and real answers, not a once-a-year scramble. Whether you’re launching your first venture, scaling a growing company, or simply want your personal finances handled with care, we tailor our approach to where you are and where you’re headed. We’re proud to be the kind of firm that picks up the phone, explains the “why” behind every recommendation, and treats your goals as our own. Thomas Smith Advisors—accounting that moves you forward.