OUR MAIN SERVICES
At Smrecek & Co., S.C., we help business owners and families stay organized, compliant, and proactive—especially when there are multiple entities, multiple states, or major decisions on the horizon. You can expect clear communication, an organized process, and accurate work that holds up to lenders, advisors, and future review.
We stay current on tax and accounting developments and use technology to keep work efficient and secure. Explore our primary service areas below.
- Clear communication and responsive follow-through
- Accurate work with clean documentation
- Practical guidance grounded in your numbers
- A defined process and clear timelines
ACCOUNTING & BOOKKEEPING SERVICES
Accurate books lead to better decisions. We help clients stay organized, close cleanly, and use reporting that actually supports how you run the business…
ADVISORY & BUSINESS CONSULTING
When you’re making a major decision, you want more than a tax answer. We help evaluate options, model outcomes, and choose a path with clear tradeoffs.
ASSURANCE SERVICES
We provide compilations and financial statement reviews for businesses that need credible reporting—without the scope and cost of an audit.
TAX PLANNING & COMPLIANCE
We prepare returns accurately and plan year-round—especially for pass-through owners and multi-entity situations—so there are fewer surprises and better outcomes…
ESTATE, TRUST & GIFT TAX
Trust, estate, and gift work requires precision and coordination. We support fiduciaries and families with filings, planning considerations, and clear next steps…
CFO SERVICES & FINANCIAL OPERATIONS
Small businesses need systems that hold up as you grow. We help build the accounting, payroll, and tax foundation that keeps things running smoothly…
OUR SPECALITIES
A detailed listing of the services we provide is set out below. Take a look at what we have to offer and how we can help you or your business.
PASS-THROUGH TAX PLANNING
Owner-level planning for S corps and partnerships—income, distributions, compensation, and strategy…
MULTI-STATE & SALT PLANNING
Planning and compliance when owners, operations, or income cross state lines and filings multiply…
ESTATE, TRUST & GIFT PLANNING + FILINGS
Fiduciary and gift tax work with coordinated planning around distributions, reporting, and deadlines…
OWNERSHIP CHANGES & LIQUIDITY EVENTS
Tax and reporting support for buy-sells, redemptions, acquisitions, and major transitions…
OWNER STRATEGY & DECISION SUPPORT
Clear reporting and analysis for cash flow, large purchases, hiring, and growth decisions…
LENDER-READY FINANCIALS
Compilations and financial statement reviews that meet lender needs without audit-level scope…