Smith Miller

Strategic Tax Solutions

Prior to founding Strategic Tax Solutions “STS” a premier Research & Development Tax Credit Company, Smith spent over seven years with two regional accounting firms building some of the industry’s best tax credits and incentives programs. During his career, Smith has developed a well-deserved reputation for his expertise and strategic approach to federal and state research and development tax credits and incentives.

Smith is a recognized leader in federal and state credits and incentives. While minimizing disruption to their business operations, Smith takes pride in helping his clients identify benefits to which they are legally entitled. In fact, several of his recent R&D refund solutions provided clients with well over $2,500,000 in federal and state tax refunds. He has assisted some of the largest enterprises in California capture and realize the benefit from the R&D tax credits.

Smith has also brought his enthusiasm and skills developing planning, supporting, and executing in the western region. His solid track record for generating and acquiring new revenue clients complements his “best practices” curriculum and subject matter expertise in the tax credit and incentives practice.

Smith has developed, and expanded STS market share by implementing his proven strategic marketing plan this includes building a team that markets directly to industry specific companies. He has applied this business model to identify, quantify and substantiate activities that qualify for research & development tax credits for his clients. Smith has perfected and designed strategies to penetrate and provide tax refund and recovery expertise with his proven “new” client acquisition program.

Smith has a Bachelor of Science degree California State University, Sacramento, California, Regents College, Albany N.Y. B.S. General Business. Attends University of the Pacific, McGeorge School of Law, Sacramento, California – Accounting. He specifically focuses on engineering, architecture, manufacturing, construction, technology, aerospace, and medical.

In addition to his professional activities, Smith also served on the Board of Directors and Chairman for Boy Scouts of America, Golden Empire Council. He has been an active member in the following trade organizations: ACEC – American Council of Engineering Companies, AIAA – American Institute of Aeronautics and Astronautics, AISC – American Institute of Steel Construction, EUCA – Engineering & Utility Contractors Association. And many more…

Research & Development Tax Credits

Our objective is to provide our audience with knowledge of how the R&D Tax Credit works, what types of industries qualify for the credits, the process involved in capturing the credits and most of all the benefits our clients receive.

Strategic Tax Solutions is passionate and dedicated to assist large and small enterprises capture and realize the benefit from the R&D tax credits

The mission of STS is to provide highly specialized reliable services in generating tax credits to reduce and or eliminate tax liabilities. STS works with US based companies at the Federal and State or local level in a seamless yet effective manner. STS is a true value add service provider.

Learning Objectives

  1. High level understanding of how the R & D Tax Credits work
  2. How the R & D Tax Credits can benefit your business

Who Should Attend?

  • CEO's
  • Business Owners
  • CPA's
  • Financial Advisors
  • Bankers
  • Attorneys
  • Insurance Brokers

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