Location
215 N Moorpark Rd, Thousand Oaks, CA 91360, United States
Expert Tax Services
Maximize deductions and minimize liabilities with expert personal and corporate tax services.
Accounting Solutions
Maintain profitability through precise bookkeeping, financial reporting, and seamless payroll administration.
Business Advisory
Drive strategic growth using objective cash flow analysis and long-term financial forecasting.
- ABOUT US
Our Commitment To Serving You Better
For over 30 years, Wayne W. Smith, C.P.A., has provided the Conejo Valley with friendly, personalized tax and accounting services. As a Dave Ramsey Endorsed Local Provider, our firm focuses on building close relationships that add long-term value, ensuring your financial foundation remains solid while you plan for a secure future.
- OUR SERVICES
What We Provide
Payroll
Automate employee processing, ensure timely payouts, and handle all related tax return preparations effortlessly.
Accounting Services
Keep your finances clear and profitable with precise record-keeping, financial statements, and custom ledger setups.
IRS Representation
Protect your interests during audits and complex inquiries with experienced defense before state and federal tax agencies.
Personal and Business Income Tax Returns
Maximize deductions across all 50 states for individuals, small businesses, corporations, 1099s, and real estate income.
Management Advisory Services
Drive operational efficiency and reduce costs through strategic planning, entity selection, and financial evaluation.
Entity Selection and Restructuring
Choose the right structure for your business to minimize tax liabilities, protect personal assets, and support long-term growth.
Cash Flow and Budgeting Analysis
Boost liquidity and maintain optimal spending with detailed cash tracking, budgeting, and future revenue forecasting.
Financial and Retirement Planning
Achieve long-term independence through tailored asset allocation, investment strategies, and tax-smart retirement planning.
Bookkeeping Write-up
Simplify day-to-day record-keeping and stay completely organized so you can stay focused on growing your business.
High Quality
Delivering precise, error-free financial reporting and tax preparation backed by over 30 years of dedicated CPA expertise.
Advanced Analytics
Utilizing in-depth cash flow forecasting and budgeting analysis to improve your company's liquidity and reduce operational costs.
Strategic Planning
Evaluating complex financial data to provide objective business valuations and proactive, long-term tax minimization strategies.
- WHY CHOOSE US
Experience That Protects Your Financial Future
We bring over three decades of public accounting expertise to every client relationship. Whether you need proactive corporate tax planning, accurate bookkeeping, or personal wealth strategies, our Thousand Oaks team delivers customized solutions to keep you financially secure and compliant.
Maximized Returns & Savings
Strategic tax planning and thorough deduction analysis to ensure you keep more of what you earn.
Trusted IRS Representation
Expert guidance and robust defense when handling audits or inquiries with federal and state tax agencies.
Endorsed Local Provider
Vetted as a Dave Ramsey ELP, delivering trusted and objective financial advice to our local community.
- TESTIMONIALS
What Our Customers Say?
Our clients’ financial success and peace of mind are our highest priorities. Read real experiences from local business owners and individuals who count on our team year after year.
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Contact Info
Our Address
215 N Moorpark Rd, Thousand Oaks, CA 91360, United States
Business Hours
Mon to Fri 10 AM - 6 PM, Saturday & Sunday Closed
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