Member Name: Joel Smith
Business Specialty: Tax Consulting Outsourced Controller
Business Name: Joel S. Smith, CPA
City: Walnut Creek
I have 20 years’ experience in the accounting profession, the last 16 years having been spent in public accounting.
In addition to being a CPA, I have earned a credential as a Certified Management Accountant through the Institute of
I am a graduate of UC Berkeley and hold a bachelor’s of Business Administration in Accounting and Finance. I also have
a Masters in Taxation through Golden Gate University.
I have helped my clients with their tax planning and compliance issues throughout my career, for all forms of business
entities and many industries, including; Real Estate, Construction, Automotive Sales, Professional Services, Restaurants,
Tax Exempt Entities, and many others.
I am an active member of the Institute of Management Accountants, having served as past president of the San Francisco
Chapter, and I am currently a member of the Board of the Amador Valley Chapter.
My services include:
Outsourced accounting and taxation department (controllership)
Tax preparation for individuals and entities, including; C & S
Corporations; Limited Liability Companies; Limited and General
Partnerships; and Tax Exempt Entities.
Tax planning for individuals and closely held businesses and
Accounting consultation and set up.