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Get Paid $50 For Each Referral With A $100 BONUS For 5 Referrals!

WELCOME TO YOUR EXPERT TAX TEAM!

Discover SMART Tax Companies! Operating in 3 segments of business, each committed to helping clients and guiding tax professionals towards excellence with our high-quality education, tools, and resources tailored specifically for tax professionals.


Join us on this journey towards professional growth and excellence in the field of tax education and preparation.



Ready to Get the Max with SMART Tax? 🤑🎉

  • Step 1: Click on the Engagement Consent icon to complete form.
  • Step 2: Set up your Client Portal. Click on the TaxesToGo App icon. Upload all documents and add personal info (including dependents) in the app.
  • Step 3: Click on the Intake Questionnaire icon to complete form. No need to re-upload documents in the questionnaire that you already uploaded in our TaxesToGo App.

Complete and electronically sign.

Complete and electronically sign.

Set up you client portal.

No Referral Code Required

Quickly upload documents.


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SMART Tax Group Community

Join our community, and we will keep you informed and engaged with regular updates, informative articles, and tips on how to save money on taxes. Stay tuned to receive the latest financial techniques and tips to help you on your path to financial success.