Expert CPA Tax Advisory
Get Back on Track With Your Taxes
Unfiled Tax Returns? Back Taxes? IRS Notices?
If you're behind on your taxes, you're not alone.
Whether you have one unfiled return or several years of missing tax filings, we help you organize, catch up, and move forward with confidence.
100+
Clients Helped
10+
Years Experience
100%
Confidential
we can help
Common Situations We Help With
No matter how complex your situation, we've got you covered.
How we work
Our Tax Cleanup Process
Every situation is different, but our goal is always the same: help you get organized, become compliant, and create a clear path forward.
01
Review Your Situation
We start by understanding your tax history, identifying missing returns, reviewing IRS notices, and assessing what records are available.
02
Organize & Reconstruct Records
If records are incomplete, we help organize financial information, review income sources, identify deductible expenses, and prepare tax-ready financials.
03
Prepare Missing Tax Returns
Once the necessary information is gathered, we prepare the outstanding returns that need to be filed.
04
Create a Resolution Strategy
If taxes are owed, we discuss available options and help you understand the next steps so you can make informed decisions.
who we serve
Who We Help
From individuals to business owners, we're here for you.
meet your strategist
Bri Smith
CPA | Tax Expert | Wealth Strategist
Making taxes simple and stress-free.
Catching errors that other tax preparers overlook.
Helping busy trades owners stay organized and profitable.
Providing proactive advice instead of last-minute filing.
why us
Why Choose B.D. Smith Wealth?
CPA-Led Guidance
Expertise you can trust from a licensed CPA.
Complex Tax Experience
We've handled intricate situations just like yours.
Personalized Support
Tailored strategies, not cookie-cutter solutions.
Virtual Appointments
Work with us from anywhere, on your schedule.
Full-Service Expertise
Tax prep, planning, and bookkeeping under one roof.
Faith-Driven Approach
Helping you build a stronger financial future.
You're not just filing a tax return — you're building a stronger financial foundation for your life's work.
our promise
The S.T.A.R. Guarantee
Our promise of exceptional care for every client.
Serve Like Jesus
We lead with compassion, humility, and love, putting people first in everything we do.
Take Accountability
We take ownership of our work, our communication, and the outcomes we deliver.
Act with Integrity & Excellence
We do what is right, pursue accuracy, and uphold high standards at every step.
Rejoice in the Journey
We celebrate progress, value family, and create an environment where clients feel supported, encouraged, and uplifted.
don't wait
Why Taking Action Matters
The longer tax issues remain unresolved, the more difficult they can become.
Taking action now can help prevent future complications and provide peace of mind.
Schedule Your Consultation
If you have unfiled tax returns, back taxes, or years of tax filings that need attention, let's discuss your situation.
real results
What Our Clients Say
Our promise of exceptional care for every client.
Ready to Get Back on Track?
Schedule a confidential consultation today and take the first step toward getting back on track.
No obligation · 100% confidential · Virtual or in-person
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