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Smart Tax Financial, LLC

Reduce your taxes. Keep more of what you earn. Save on your California taxes.

With over a decade of experience, Smart Tax Financial, LLC works to maximize your tax savings with professional tax preparation services

Reduce Your Tax. Keep more of what you earn.

Grow Your Business. Stay Informed.
Solar & Clean Energy Credits
Are you a trailblazer in the solar and clean energy industry? Do you need help understanding how your commitment to environmental change can have a positive impact on your bottom line? Look no further. At Smart Tax Financial, LLC, we look forward to becoming your trusted partner in navigating the complex landscape of solar and clean energy tax credits.
Remote Accounting and Bookkeeping Services
Every hour you spend on accounting is an hour you could have used growing your business. Maximize the return on your time investment by contacting Smart Tax Financial, LLC today.
Take Two Review®
With our Take Two Review®, we can look at your return and go over every last detail in an effort to find missing deductions, credits, incorrect information, and more. Don't leave your hard-earned money on the table.
Business Solutions
Smart Tax Financial, LLC through Our esteemed partners provide an extensive range of solutions aimed at fostering the expansion of your business, curtailing expenses, and mitigating risks. These offerings encompass Business Lending, Revolving Lines of Credit, Web Design and Hosting, Merchant Processing, Managed Technology, Business and Personal Insurance, Payroll & Benefits, and Ecommerce. To delve deeper, simply click here...

Michael is so professional and is very timely with my tax returns every year. I have recommended many people to him and they are all greatly satisfied...

Gabe Sanchez, Small Business Owner

★★★★★

Our Partners

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Let solar tax credits cover your install!

Ready to put up to $26k in Tax Credits in your pocket while adding up to $50K to the value of your home just by going solar? One of the federal government’s most popular solar tax credits is known as the Solar Investment Tax Credit (ITC). For qualifying applicants, the ITC offers substantial savings. It will begin to phase out in 2033, so taxpayers still have ten years to take advantage of this generous tax credit. The Residential Clean Energy Credit is another popular option, equaling 30% of the costs of new, qualified clean energy property for your home installed anytime from 2022 through 2032. The Smart Tax Financial, LLC team will ensure that the products you purchase are eligible.









See why our clients love us!

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Why work with a tax professional?

For individuals, it’s a great way to ensure you get every last tax credit to which you are entitled — and that you don’t make a mistake that could lead to a fine or penalty. If you’re a small business owner and you want to remain (or become) successful, you need to hire a tax professional sooner rather than later.

Frequently Asked Questions

This firm prepares tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Our firm’s seasoned professionals are experts in all areas of taxation including:

  • Individual Returns

  • Payroll Tax Issues

  • Business Returns

  • Sales Tax Returns

  • Rental Income Returns

  • Business Consultation

  • Expatriate Returns

  • Fiduciary & Estate Returns

  • Corporation Returns

  • Bookkeeping

  • Partnership Returns

  • LLC Returns

Our firm offers a full range of planning services including, but not limited to:

  • Individual Tax Planning

  • Business Tax Planning

  • Business Organization

  • Rental Properties

  • Foreclosures and Repossessions

  • Retirement

  • Investments

  • Sales and Exchanges

  • Pension Plans

  • Education Planning

  • Finance & Refinance Planning

  • Home Purchase and Sale Planning

We are here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call.
We maintain a policy of the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even relatives, associates or friends who might have referred you to us.

Tax and Accounting Blog

Follow our blog for breaking tax law changes, business growth strategies and much more. Updated weekly.

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2025 Year-End Prep: Essential Tools and Updates in QuickBooks Online

As 2024 winds down, tax professionals are gearing up to prepare and reconcile client accounts (...)

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Essential Year End Tax Moves You Can't Afford to Miss

As the year draws to a close, it's crucial to take stock of your financial situation and make strate

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Video Tips: Unlock Year End Tax Savings from Your Stock Portfolio

As year-end approaches, it's time to review your stock portfolio for tax-saving opportunities. (...)

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Tax-Savvy Retirement: Strategies Boomers Can Use to Lower Their Tax Bill and Maximize Savings

Retirement is your reward for a lifetime of hard work, but keeping more of your savings in ret (...)

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Top Year End Tax Strategies to Boost Your Business Bottom Line

As the year draws to a close, small business owners have a unique opportunity to implement strategie

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The Dark Side of Wealth: Lessons from a CEO's Tax Fine

Kristo Käärmann, CEO of Wise Plc, recently found himself in hot water after being fined £365,6 (...)

Taxes Made Simple – For You.
Give us a call at (951) 595-4474 to start a conversation.
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Get in Touch with Smart Tax Financial, LLC

You can count on us for professional, timely and reliable tax and accounting services in California. If you’re ready to get started, just fill out this form and we’ll be in touch.

11801 Pierce Street, Ste. 200, Riverside, California
(951) 595-4474
info@smarttaxfin.com
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Our Offices

Our expertise is widespread and we have multiple office locations to make it convenient for you to get help. You can find us at:

Smart Tax Financial, LLC - Riverside, CA (Corporate)

11801 Pierce Street, Ste. 200
Riverside, CA 92505
Hours: M-F 8:30 AM - 5:00 PM By Appointment Only
Phone: (951) 595-4474
Phone: (909) 376-8770
FAX: (951) 479-9199
info@smarttaxfin.com

Smart Tax Financial, LLC - Ontario, CA

3200 Guasti Road, Suite 100
Ontario, CA 91761
Hours: M-F 8:30 AM - 5:00 PM By Appointment Only
Phone: (951) 595-4474
Phone: (909) 376-8770
FAX: (951) 479-9199
info@smarttaxfin.com

Smart Tax Financial, LLC - San Bernardino, CA

473 E. Carnegie Drive, Suite 200
San Bernardino, CA 92408
Hours: M-F 8:30 AM - 5:00 PM By Appointment Only
Phone: (951) 595-4474
Phone: (909) 376-8770
Fax: (951) 479-9199
info@smarttaxfin.com

Smart Tax Financial, LLC - Riverside, CA (Retail)

4270 Riverwalk Parkway #102
Riverside, CA 92505
Hours: M-F 8:30 AM - 5:00 PM By Appointment Only
Phone: (951) 595-4474
Phone: (909) 376-8770
Fax: (951) 479-9199
info@smarttaxfin.com
Questions? We have answers.
FAQ
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