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Who We Are
At Smallwood & Associates, our mission is to deliver personalized, comprehensive tax, accounting, and advisory services that empower individuals and businesses to navigate financial complexities with confidence.
Since 1976, we have combined the capabilities of a large firm with the personalized attention of a small firm, ensuring each client receives tailored solutions to meet their unique needs. With a dedicated team of Certified Public Accountants and accounting professionals, we are committed to integrity, excellence, and building lasting relationships that support our clients' financial success.
Our Clients
Individuals
We serve individuals, families, and high-net-worth clients with diverse financial situations.
Businesses
We serve businesses across industries with personalized solutions for their unique structure and needs.
Estates & Trusts
We serve estates, trusts, and fiduciaries with varying levels of complexity and planning needs.
Nonprofits
We serve nonprofit organizations of all sizes with distinct missions and reporting requirements.
Solutions Tailored to Your Goals
We offer strategic insight to help you make informed financial decisions. Leveraging our expertise in federal, state, and estate tax planning, we work closely with you to develop clear and practical strategies tailored to your personal or business needs.
Where Strategy Meets Peace of Mind
We tailor our approach to each client’s unique goals, offering dependable guidance for both routine matters and complex financial decisions.