Back to top

Our Services

Mary Flanigen Smith, CPA P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Mary Flanigen Smith, CPA P.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Individual, Fiduciary and Business Tax Preparation and Planning

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

At Mary Flanigen Smith, CPA, we offer full service financial support and year-round consultations for your individual needs. We can provide the insight you need to plan for tax preparation, and assure you benefit from all the deductions you deserve.

Accounting Services

Our firm is dedicated to helping you grow your business and realize financial gain through a complex system tailored to your company needs. In today's competitive markets, businesses must be able to respond to the companies changing needs. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, Quarterly or Annually)
  • Accounting system setup for new businesses
  • Quickbooks consulting

Estate, Retirement and Education Planning

We all strive for financial freedom and the security it can give our future. Are you planning your retirement, are you building real security with your stock options, have you invested wisely to avoid extra taxation, is your 401(k) working for you or should you have a Roth IRA investment? For the financial answers you need now, we offer consultations. With the ever-changing tax laws, it may be time to review your investment options and realize the true peace of mind you have earned.

Abigail Morgan Smith is planning for her future. She probably won't get to play ball for the Rockies but she may be an Accountant!! Her Colorado 529 plan and her Education IRA are growing tax deferred while she dreams of her future!

Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Mary Flanigen Smith, CPA provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis. We do not sell investment products to assure our independence in the review process. However, we have several advisors that we work with on a regular basis.

Our financial planning services include:

  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Required Minimum Distributions
  • Estate and Business Succession Planning
  • Insurance Consulting

Litigation Support Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.

We are unique in having provided expert witness services to the U.S. Attorney's Office and Internal Revenues Service in past years. We now provide those services in defense against IRS. We also provide litigation support involving various financial disputes.

Information Request for Services Listed Above