Let's talk about your finances — personal or business. Takes 30 seconds to book.
From tax prep to full financial strategy — we handle the numbers so you can focus on what matters. Real expertise, real results, no one-size-fits-all solutions.
SmartGen Advisory is a boutique firm built on the belief that every client deserves financial clarity — not financial jargon. Our experienced team specializes in accounting, taxation, and strategic financial advisory for individuals and growing businesses.
Whether you're an entrepreneur navigating growth, a professional planning your future, or a business owner ensuring compliance, we bring precision and genuine care to every engagement.
Licensed Professionals
Current with tax laws & regulations
Transparent Approach
No surprises, no jargon — ever
Client-Centric Strategy
Your goals drive every decision
Broad Expertise
Individual & business, local & international
Accessible & Responsive
Real people, real answers — always
Long-Term Relationships
We grow with you, not just at tax time
Numbers matter, but trust matters more. Let's build a strong financial foundation together.
30 min · No commitment · Phone or video
Tailored strategies to grow and protect your wealth — built around your life, not a generic plan.
Build a roadmap for a stress-free retirement with optimized savings and income stream strategies.
Accurate, efficient tax filing designed to maximize your deductions and minimize stress.
Expert guidance on cross-border taxation — foreign income, global assets, and international compliance.
Year-round tax strategies that go beyond filing — proactively minimizing your tax burden every step of the way.
Clean books, accurate financials, and peace of mind — so you can focus on what you do best.
Start strong with guidance on entity structure, registration, and compliance from day one.
Strategic guidance to drive growth and profitability — your trusted partner at every stage.
Proactive strategies to reduce your business tax liability and align your structure for efficiency.
Stay compliant with federal, state, and local requirements — accurate and timely, every time.
Enterprise-level financial leadership without the full-time cost. Strategic oversight for growing businesses.
No hidden fees — just clear, straightforward pricing tailored to your needs.
Accounting & Bookkeeping
Starter
$299/mo
Solopreneurs & small businesses
Growth
$599/mo
Growing businesses with consistent revenue
Premium
$999+/mo
Businesses needing advanced financial guidance
Tax Preparation
Personal
From $300
Individuals
Business
$500 – $1,500
Priced based on entity type & complexity
Additional Services
New client offer
Free first month of bookkeeping when you sign up for annual business tax preparation — a great way to experience the full value of working with SmartGen Advisory.
Every client is different — we build solutions around your needs. All prices are starting points; we'll give you a custom quote after your free consultation.
Free first month of bookkeeping when you sign up for annual business tax preparation. A great way to experience our full service with no extra commitment.
"SmartGen transformed how I think about my business finances. They found deductions I had no idea existed and laid out a clear plan for next year."
"As someone with international income, I was dreading tax season. The team at SmartGen made it straightforward and saved me significantly."
"The part-time CFO service was exactly what my growing company needed. Feels like having a financial expert in-house, without the full-time cost."
Whether you're an individual seeking tax clarity or a business owner looking for strategic guidance, we're here to help. Reach out to schedule your free consultation.