We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Noreen Smith and Karen Winters have formed Winters-Smith Associates, LLC to provide tax and financial services to meet the needs of small businesses as well as individuals. Between the two of them, they have forty-plus years in the tax preparation business, and would like to use this experience to help you.
They are both Enrolled Agents. Noreen became an enrolled agent in 1993, and Karen became an Enrolled Agent in 1999. To become Enrolled Agents, one must pass a rigorous three-part exam that covers all aspects of tax law and the representation of taxpayers before the IRS. Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).
They provide tax preparation and electronic filing, for individuals, as well as partnerships, corporations, trust and estates, and tax-exempt entities. They also handle payroll tax compliance for small businesses, and QuickBooks® consultation, support and setup.
Noreen has special experience dealing with international issues, including non-resident aliens, and foreign earned income.
Karen specializes in estate and trusts, and not-for-profit organizations.
Thomas Sheaffer joined the firm in 2017. Tom will offer tax preparation for both individual and businesses. He also offers representation, helping taxpayers with their IRS problems. Tom has a wealth of experience, having worked for the IRS for the past 15 years. He has a Masters in Accounting with a concentration in taxation, a Masters in Business Administration and is an Adjunct instructor at Greenville Technical College teaching accounting, and individual and business taxation.