Valaise Smith
Senior Tax Accountant @Tried And True Financial Services, Llc
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WORK HISTORY
Senior Tax Accountant @Tried And True Financial Services, Llc
Detroit, MI, US
Provide comprehensive tax preparation, planning, and advisory services for individuals and small business clients, ensuring compliance with federal and state regulations while identifying opportunities for tax savings.Founder and leader of a virtual financial services firm, providing strategic tax and financial guidance to individuals and small business owners across multiple industries.Serve as a trusted Enrolled Agent (EA), representing clients before the IRS and advising on complex tax matters, including audits, offers in compromise, and compliance resolution.Educate clients on financial literacy, tax compliance, and long-term planning, empowering them to make confident decisions through personalized coaching and clear, jargon-free communication.Oversee all aspects of firm operations, including client engagement, financial systems implementation, and staff development, fostering a client-centered, results-driven culture.
EDUCATION
Davenport University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Oakland University
Certificate of Completion, Certified Financial Planner
SKILLS
ABOUT VALAISE SMITH
I architect financial clarity for business owners who are ready to get a better handle on…
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