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<strong>Delivering Financial Independence through Personalized Advising &#38; Accounting Services</strong>

Delivering Financial Independence through Personalized Advising & Accounting Services

Welcome to NR Smith and Associates, an Olympia based traditional public accounting firm which provides holistic, integrated financial solutions. Our experienced staff of Certified Public Accountants (CPAs), fee-only Certified Financial Planners™ (CFPs®) service individuals, small businesses, nonprofit organizations, and entrepreneurs who make the South Sound one of the best places to live and work. From retirement planning to audits our team is fully prepared to assist you for whatever your financial need may be. Every client is unique and we provide personalized one-on-one service to tailor our work to your goals. Through our client-focused process, we are a partner that you can rely on for integrity, intelligent and objective advice. Please call us at 360-754-9475 to discuss your financial situation.

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<strong>Meet Our Team</strong>

Meet Our Team

Meet our team of CPAs and Certified Financial Planners™.

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<strong>Who We Serve</strong>

Who We Serve

We serves the individuals and businesses that make our region a growing, diverse center.

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<strong>Approach</strong>

Approach

As a fee-only fiduciary, our goal is to help you realize yours.

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<strong>Our Services</strong>

Our Services

Our firm provides robust services in Tax, Accounting, Auditing, Business Services and Taxation.

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<strong>Defining Your Legacy</strong>

Defining Your Legacy

From wealth optimization to geriatric care management, your legacy is in your hands. Too often, the lack of knowledge and planning can lead individuals into tough financial and family decisions they are not prepared to make. Our experienced fee-only team coupled with lawyers and geriatric care managers can evaluate the best options available. We are ready to partner with you to create the legacy of your choosing.

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<strong>Proactive Tax Planning</strong>

Proactive Tax Planning

Proactive tax planning is far more than tax filing. With the recent tax codes changes enacted through the Tax Cut and Jobs Act, the SECURE Act and the CARES Act, individuals and businesses have many opportunities to limit their tax liabilities and to preserve their wealth. Taking steps now can have a significant impact on not only your tax bill but also your entire financial strategy.

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