The first step in working with Smallwood & Associates is scheduling an introductory call. This conversation allows us to learn more about your needs, answer any questions you may have, and determine how we can best support you. Whether you're seeking individual tax planning or ongoing accounting services for your business, the introductory call helps us ensure the right fit and outline next steps.

Of course! We regularly collaborate with clients’ trusted professionals. Depending on your preferences, this may include coordinating planning strategies and/or participating in joint discussions when appropriate. Our goal is to provide seamless support by aligning efforts behind the scenes to help manage your financial and tax matters efficiently. With your approval, we can also securely share files and documents with your trusted advisors.

Yes! We work with clients throughout the United States and are happy to meet by phone, via Microsoft Teams, or in person to better understand your financial situation and goals.

If you haven’t set up your client portal yet, please contact us. Before logging in through the link on our website, you need to activate your portal first. We will email you an activation link via TaxDome. To activate your account, simply click the Activate Account button in that email, which will take you to a page where you can create your password and complete the setup.

The client portal is a secure platform designed to streamline our interactions making it easier for you to securely share documents, sign electronically, and make payments. • Invoices: Make payments directly from your portal and view previous invoices and payments. • Secure Document Exchange: Safely upload and download sensitive files with bank-level security. • Mobile App Access: Manage your tax needs on the go with the TaxDome mobile app for iOS (https://us-west-2.protection.sophos.com/?d=apple.com&u=aHR0cHM6Ly9hcHBzLmFwcGxlLmNvbS91cy9hcHAvdGF4ZG9tZS1jbGllbnQtcG9ydGFsL2lkMTQ3MjIwMjM1Nw==&i=NjY0NjE4NTNjNTcwODg1MzFhZWM3NTA2&t=KzllKy9HazFlUC9XVk1zUklwVFNpSDZVMUc4RjgyOHFPcEFaU1BEd25ZQT0=&h=f8331fc74bc7434bac959b16118db536&s=AVNPUEhUT0NFTkNSWVBUSVZ1QtWbfi780Udrdw81nQWhaxmTqJW6TZFdzVZJsD6GWw)and Android.(https://us-west-2.protection.sophos.com/?d=google.com&u=aHR0cHM6Ly9wbGF5Lmdvb2dsZS5jb20vc3RvcmUvYXBwcy9kZXRhaWxzP2lkPWNvbS50YXhkb21l&i=NjY0NjE4NTNjNTcwODg1MzFhZWM3NTA2&t=ejArSGZBVlF3aDlaK0Z2Ylg2Wnd6bmtWOW9pME54MlhKeXc1MVJmMW1Oaz0=&h=f8331fc74bc7434bac959b16118db536&s=AVNPUEhUT0NFTkNSWVBUSVZ1QtWbfi780Udrdw81nQWhaxmTqJW6TZFdzVZJsD6GWw) • Centralized Communication: All messages, requests, and documents are organized in one place.