Harmonizing Wealth and Taxes

To ensure success, the components of your finances must harmonize.  Combining the knowledge and experience of two of the Triad’s premier firms can help cover your bases and prepare for a satisfying retirement.

That’s why Maestro Wealth Advisors and Smith Leonard Accountants & Consultants have partnered to deliver a holistic approach to your financial health.

Smith Leonard Logo

Smith Leonard is a team of experienced accounting professionals who are empowered to be problem solvers. This means we are committed to proactive, exceptional customer service and to providing value-add solutions that help make life easier, bringing dollars back to the bottom line, and propel the business forward.

Each business has its own unique strengths and challenges, which often change throughout different phases. Smith-Leonard is equipped with the knowledge and ability to deliver a broad cross-section of services to meet your changing needs, from the hands-on approach with payroll, bookkeeping, and in-house controller services, to planning for succession with family wealth planning and mergers and acquisition guidance.

Mark D. Bulmer

We Can Help

  • Tax credit maximization
  • Sales and use tax planning
  • Multi-state tax planning and nexus issues
  • International tax planning and consulting
  • ERISA compliance
  • Entity structure selection
  • Cost segregation studies for acceleration of deductions
  • Accounting method review

Let’s Discuss How We Can Help You

Just click the link to the right!

Contact Us