It pays to have a plan.

 

My company provides tax prep for individuals as well as tax and financial ideas to meet all the challenges of life.

 

I use a client-centered approach.  When you do business with my company, you will never be charged a commission or sold a product.  The client is always in control of the process.

 

Whether you are just starting out, planning for your children’s education, or wondering when you will be able to retire, I can help you clear a path to your goals.

 

You CAN afford to hire a financial planner.

 

 

 

Solutions for all phases of life

 

 
 

About Us

 
C A Smith

Tax & Financial Planning

 

1899 Quail Hill Road     Copperopolis, Ca  95228     (209) 743-5728