TD SMITH TAX LLC

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Introduction: I am a seasoned CPA specializing in retirement income and tax optimization. I am committed to helping you secure your financial future. My mission is to create tailored retirement income plans while minimizing your tax liabilities, ensuring you keep more of what you've earned. I provide personalized solutions, uphold the highest professional standards, and empower you with financial knowledge. Let's start your journey towards financial freedom and a worry-free retirement.

Overview

Hired 76 times

Serves Henrietta, NY

Background checked

1 employee

7 years in business

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, Venmo, and Zelle.

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2023

2022

Featured Projects

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Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Excellent 4.9

57 reviews

5

96%

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Read reviews that mention:

Yash P.

Nov 30, 2023

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Hired on Thumbtack

Top-notch CPA and Financial Advisor - Trevor's Meticulous Expertise Trevor, as a CPA and financial planning advisor, provided meticulous service during our financial planning. He took the time to review not just standard financial aspects but also our new house purchase agreement, showcasing his attention to detail. Trevor's valuable guidance in tax savings planning demonstrated his commitment to optimizing our financial situation. His thorough approach and dedication make him an exceptional choice for anyone in need of a knowledgeable and attentive CPA and financial advisor. Highly recommended.

Personal Financial Planning

Kenneth m.

Feb 6, 2023

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Hired on Thumbtack

Trevor is pretty awesome, very quick turn around for my personal/business taxes and an Estate Tax filing for me. I would definitely recommend him to anyone. I cant express my gratitude for his professionalism, promptness for getting all of this done for me.

Individual Tax Preparation

Tom D.

Oct 14, 2023

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Hired on Thumbtack

Trevor was a fantastic tax preparer. He was the most responsive tax preparer I’ve ever worked with. He was super timely in completing my return and he was very accommodating of my busy schedule. 10/10 highly recommend.

Individual Tax Preparation

Carmela C.

Oct 4, 2023

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Hired on Thumbtack

Trevor answered all of my questions and he was very professional, gave me great advice of how I can manage my finances and taxes for the future. Thanks a lot!!

Personal Financial Planning

James L.

Aug 24, 2023

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Hired on Thumbtack

Trevor assisted me navigate my tax situation and explained some tips and tricks to be on the lookout for. Will be utilizing his services again in the future.

Personal Financial Planning

Credentials

Background Check

Trevor Smith

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I offer top of the line service for reasonable fees. I also offer $50 referral fees for new clients that are referred to me.
What is your typical process for working with a new customer?
We will get a picture of what the past year taxes has looked like for you and go from there.
What education and/or training do you have that relates to your work?
I am a licensed CPA which requires years of schooling/experience.