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Our Solutions

Financial accounting that builds and protects your dreams.

Family Wealth Planning

Helping clients strategize ways to turn today’s income into tomorrow’s opportunities.

Family Office Coordination

NIL Financial Management

Financial Reporting

Strategic Advisory

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Tax
Preparation

A proactive approach to tax preparation that keeps you informed on financial decisions throughout the year.

Tax Compliance

Tax Planning

Tax Investments

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Protection & Compliance

Keeping clients structured with stronger financial systems that eliminate potential risks.

Business Structure Guidance

Cash Flow Management

CFO Services

Living Free

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The BAT Philosophy is Simple.

Accounting solutions driven by purpose

BUILD

Build wealth and strategies that support financial growth.

PROTECT

Protect your legacy and finances with education and awareness.

PREVENT

Prevent costly mistakes by being proactive and planning ahead.

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Ready to Build a Better Financial Future?

Schedule your consultation now to unlock personalized financial solutions tailored to your needs. 

✅ Structured systems

✅ Proper documentation

✅ Tax planning

✅ Professional oversight

✅ Family involvement

✅ Long-term wealth planning

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What Our Clients Say

Our clients’ words speak volumes about our commitment to excellence.

Sheryl Gregory

Jonathan Smith, CPA provided an excellent presentation to our board of directors on the benefits of the Employment Retention Credit (ERC). The presentation captured the important facts of the ERC and he specifically incorporated our agency and how we qualify for the credit. He demonstrated professionalism and was very knowledgeable. I would highly recommend BAT solutions regarding the ERC and its benefits for small businesses!!!

Norman Edmunds

Mr. Smith provided excellent service. His presentation was very informative in regards to understanding exactly what the ERC is and how it will benefit the company. Mr. Smith is a CPA as well as an ERC specialist. That gave me great confidence in selecting BAT Solutions. A number of the emails and calls I received were not from a CPA.

ReKeysha Belcher

I’ve never met Mr. Smith but instantly I felt comfortable with allowing him to prepare my tax returns. I have been doing my own returns for over 15 years but this year forced me to seek help. Mr. Smith was very professional with explaining everything and provided everything I needed in a timely manner.

Aquanius Freeman

The leadership of Mr. Jonathan Smith and his team have proven that the highest ideals of service and attention to detail can be rendered upon any client who steps forward to this company.

Derek Fitzgerald

BAT Solutions has always been very reliable. They are professional and efficient. I've referred them to friends, and they have fallen in love with their services as well. I plan to use them for years to come.

Your Path to Financial Excellence Starts Here.

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Work Hours

  • Monday - Friday: 9 AM - 7 PM
  • Saturday: 10 AM - 2 PM
  • Sunday: Closed
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