At TaxSmart LLC, we provide trusted, professional financial services designed to help individuals, families, and business owners protect their income, grow their wealth, and plan with confidence. With over 40 years of combined experience and a commitment to integrity, education, and personalized care, we proudly serve as a one-stop resource for both tax services and financial protection solutions.
Tax & Accounting Services
We offer comprehensive tax and accounting solutions for individuals and businesses, including:
• Personal Income Tax Preparation
• Business Tax Preparation (LLCs, Corporations, Self-Employed)
• Tax Planning & Strategy
• Bookkeeping & Accounting Support
• IRS Correspondence & Audit Assistance
• Back Taxes & Tax Resolution
• Year-Round Tax Support
• Prior-Year Tax Filings
Our goal is to ensure accuracy, maximize refunds, minimize tax liabilities, and keep our clients compliant while building long-term financial strength.
Life Insurance, Annuities & Financial Protection
Offered through Chosen Agency – Stephanie McDaniel
We are proud to now offer life insurance and financial protection solutions through Stephanie McDaniel, Licensed Life Insurance Agent with Chosen Agency, and daughter of Melvin McDaniel, “The PhD of Taxes.”
These services are designed to help protect families, secure legacies, and create guaranteed income strategies through:
• Term Life Insurance
• Whole & Universal Life Insurance
• Mortgage Protection
• Final Expense Insurance
• Living Benefits
• Annuities (Fixed, Indexed & Retirement Income Solutions)
• Retirement & Income Protection Strategies
• Wealth Transfer & Legacy Planning
Life insurance and annuities play a critical role in a complete financial plan. We are excited to now serve our clients in both tax preparation and long-term financial protection, all under one trusted network.
Why Choose TaxSmart?
• Experienced, trustworthy professionals
• Personalized, one-on-one service
• Education-based approach
• Affordable and transparent pricing
• Community-focused and family-driven
• Tax, insurance, and annuity solutions in one place
Ready to Get Started?
Whether you need expert tax preparation, accounting support, life insurance, or annuity planning, TaxSmart LLC is here to serve you—year-round.