Delbert J. Smith, CPA, PC
Certified Public Accountant & Business Advisor
2680 Ridge Road West Suite 201-B, Rochester, NY 14626 · Phone: (585)720-9449 Fax: (585)720-9450

Individual Services

At Delbert J. Smith, CPA, P.C., we take great pride in working with our individual clients to make sure that they are not paying more than necessary in state and federal taxes.

We take a proactive approach to individual income tax planning and preparation. That means we keep current on new tax laws and legislation, so we are in a position to identify key planning opportunities that minimize both your current and future tax liabilities.

Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are that you will benefit from at least occasional help from a tax professional. It is easy to overlook deductions and credits to which you are entitled if you prepare one tax return per year. Even the use of computer software is no substitute for the eyes of a seasoned professional.

We prepare hundreds of tax returns every year. We know what to look for when your return is prepared. More importantly, you have someone to ask questions of during the year.

The following are some of the individual services offered by our firm:

  • Preparation of federal and state individual income tax returns.
  • Strategic income tax planning.
  • IRS and state tax authority representation.
  • Estate, trust, and gift tax return preparation and planning.
  • Retirement and financial planning.

If you would like to discuss our individual services further, we offer a free initial consultation. Please call us at 585-720-9449 to schedule yours now.

Our Accounting and Tax clients are located in the Monroe County, Greater Rochester, and New York Areas of: Greece, Spencerport, Hilton, Brockport, Irondequoit, Penfield, Pittsford, Fairport, Webster, Gates, and Chili.