Smeriglio Associates LLC aims to guide our clients to be proactive rather than reactive. Capitalizing on the expertise of our team can help improve decision-making and streamline everyday operations. Our technical knowledge, as well as our continued involvement in various industry and professional organizations, allows us to quickly identify opportunities and proactively address the challenges and issues facing our clients.

Business Best Practices
& Assurance Services
• Operations and Documentation
• Cash Flow Planning
• Fringe Benefit Analysis    
Business Advising & Planning
• Entity Formation
• Entity Structure Planning
• Financial Advising
Income Shifting Planning
• Education Saving Strategies
• Timing of Income
• Alternative Income
Tax Efficiency Analysis
• Financial Projections & Forecasts
• Effective Tax Rate Analysis
Retirement & Financial Planning
• Social Security Benefits Planning
• Retirement Income Planning
Succession Planning
• Will & Trust Determination
• Estate Planning