Smith and Howard

Smith and Howard is a professional services firm specializing in accounting, assurance, advisory, cyber risk management, tax, and transaction advisory services. The firm offers a wide array of specific services including audits, employee benefit plans, SOC reporting, internal audit, litigation support, process automation/improvement, and cyber risk assessment. Additionally, Smith and Howard provides ISO 27001 certification services and a comprehensive suite of business tax services such as accounting for income taxes, entity selection, international tax services, multistate tax services, planning and compliance, private equity and portfolio companies, succession planning, and tax credits and incentives. For private clients, the firm offers personal financial planning, estate and gift tax planning, charitable giving, and tax planning and compliance services. Their transaction advisory services include financial due diligence and transaction advisory tax services. The firm serves a diverse range of industries including construction, distribution, franchising, healthcare, hospitality, insurance, manufacturing, nonprofit, professional services, and real estate from its offices in Atlanta, GA (HQ), Chattanooga, TN, and Dallas, TX. Recognized by Forbes as one of America’s Best Tax Firms and Best Accounting Firms for 2022, Smith and Howard has also expanded its capabilities through the acquisition of VIP Search and VIP Solutions businesses. The firm provides services to privately held businesses, nonprofits, national businesses, and global businesses, with specialized offerings for middle-market businesses, nonprofits, and affluent individuals and families. Their international business consulting services cover tax planning and compliance, accounting regulatory compliance, foreign reporting packages, entity structuring, cross-border operations, expansion opportunities, asset transfers between U.S. and foreign countries, and repatriation of earnings and use of foreign tax credits. Smith and Howard also offers tailored services for various industries, addressing specific needs such as tax minimization, process and control improvement, KPIs, incentive compensation plans, succession planning, and cyber risk management + compliance for construction companies; tax credits and incentives, compliance with U.S. and international tax laws, financial reporting, and cyber risk management + compliance for distribution and logistics companies; audit and tax expertise, equity structure, governance, and transaction advice for franchising; tax planning and compliance, buy/sell agreements, compensation matters, billing and collections, internal controls, coding, billing and documentation audits, and cyber risk management + compliance for healthcare organizations; income tax preparation and planning, fixed asset review, tax projections, employee retention tax credits, state and local tax, sales and use tax, exit planning, and audit defense for hospitality businesses; tax compliance and strategies, cyber risk management + compliance, internal control reviews, process automation, exit strategies, mergers and acquisitions, and other advisory services for insurance companies; tax planning, federal and state tax credits and incentives, audits, buy or sell side transactions, due diligence, international tax consulting, and cyber risk management + compliance for manufacturing companies; accounting, tax Form 990 expertise, board governance, strategic planning, benefit plan audit requirements, and cyber risk management + compliance for nonprofits; tax, accounting, audit, and cyber risk management + compliance for professional service organizations; and tax strategies, accelerated depreciation, qualified opportunity zone investments, Section 1031 deferred exchanges, repairs and maintenance accelerated expensing, estate and succession planning, and benefit and retirement plans for real estate businesses.