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Joel Smith's picture
Member Name: Joel Smith
Profession: Accounting
Business Specialty: Tax Consulting Outsourced Controller
Business Name: Joel S. Smith, CPA
City: Walnut Creek
State: CA

Business Overview:

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 
Management Accountants.

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
      their owners.
      Accounting consultation and set up.

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