Serving Olympia and the Greater Olympia area in the South Sound, NR Smith and Associates serves the individuals and businesses that make our region a growing, diverse center in what we consider the best place to work and live.
Individuals & Families There is no typical NR Smith client, as we service all who value high-quality advice, planning, and tax help. As each individual or family is unique, so is every tax situation or financial plan. Our focus is based on your set of circumstances and goals. Our CPAs and Certified Financial Planners will meet with you to learn more about your personal financial situation, identify your dreams and goals, and understand your tolerance for risk.
Small Business A key component of NR Smith and Associates is our business advisory services. Our team possesses over 50 years of experience and expertise necessary to guide and assist small businesses, and their owners, with their financial consulting, tax, audit and accounting needs. We aim to be a trusted partner in creating sound financial strategies to support businesses on their path to success. From start-up to exit strategy, from proactive tax management to an audit or tax controversy, we look forward to helping you grow your business through informed sound advice.
Trusts & Estates For many families, a trust is the best legal structure to preserve and grow assets. After you and your attorney establish a trust, we can help you design the investment plan that best serves the goals and needs of your trust. Our advice centers on providing solutions to minimize tax impact and safeguard assets based on your unique needs and goals.
Non-Profit Organizations NR Smith and Associates has experience working with non-profit boards and understands the commitment and energy needed to serve your members. Our team understands the fiduciary requirements that non-profit board members undertake and is prepared to assist you with your organization’s tax and auditing functions.