What We Do
Tax Services Designed Around Strategy
Filing accurate returns is table stakes. What separates Simply Smart Tax Advisors is what happens before the filing: proactive planning, entity design, and real estate strategy that legally shrink what you owe — implemented by an IRS Enrolled Agent and monitored year-round.
Core engagements
Complete Tax Advisory & Compliance
Strategic Tax Planning Services
Proactive tax planning from an IRS Enrolled Agent.
Explore serviceTax Preparation Services
Accurate, strategy-driven tax preparation by an IRS Enrolled Agent in Temecula, CA.
Explore serviceReal Estate Investor Tax Services
Tax strategy for real estate investors from an EA who has flipped hundreds of properties herself.
Explore serviceSmall Business Tax Services
Year-round tax strategy and preparation for small business owners, contractors, and service businesses.
Explore serviceIRS Representation & Tax Resolution
IRS letter? Audit? Back taxes? Get federally licensed representation from an Enrolled Agent.
Explore serviceBusiness Entity Tax Structuring
Choose the right structure — LLC, S corp, partnership, or holding company.
Explore serviceSpecialist engagements
Focused Planning for High-Impact Tax Issues
These pages own distinct service intent. The related insight guides explain the tax rules; these engagements cover analysis, implementation, documentation, and return reporting.
Multi-State Tax Preparation & Planning
Coordinated resident, part-year, nonresident, business, rental, and pass-through tax returns for taxpayers with income in multiple states.View engagementS Corporation Tax Services
Year-round S corporation tax services: election analysis, Form 2553, reasonable compensation, owner payroll, accountable plans, basis, estimates, and Form 1120-S preparation.View engagementShort-Term Rental Tax Services
Tax planning and preparation for Airbnb and VRBO owners: material participation, average guest stay, cost segregation, depreciation, state lodging tax, and audit-ready records.View engagementReal Estate Professional Status Planning
Evaluate and document Real Estate Professional Status: 750-hour and more-than-half tests, material participation, grouping, spouse strategy, time logs, and return preparation.View engagementCost Segregation Tax Planning
Cost segregation benefit modeling, study coordination, depreciation implementation, Form 3115 planning, loss-limit analysis, and audit-ready tax return reporting for real estate investors.View engagement1031 Exchange Tax Planning
Tax planning for 1031 exchanges before closing: gain and recapture modeling, basis, debt and equity replacement, boot, 45/180-day deadlines, state issues, and return reporting.View engagement
Simply Smart Tax Advisors
Samera Harvey, EA — Founder
- (619) 678-1689
- hello@simplysmarttax.com
- Temecula, CA — virtual nationwide
- Mon–Fri: 10 AM – 5 PM
Not Sure Which Service Fits?
Book a free consultation — we'll review your situation, point you to the right engagement, and quote flat-fee pricing up front.