About Tax SMART

Tax SMART was founded on a simple belief: most people overpay in taxes not because they’re doing anything wrong, but because no one is actively planning for them. We built our firm to change that. Instead of providing reactive, once-a-year tax preparation, we offer hands-on, forward-looking tax strategy tailored to high-income individuals and business owners who want a smarter, more intentional approach. Our clients aren’t looking for just a tax return; they’re looking for a partner who understands the complexities of the tax code and how to unlock the current incentives in the tax code.

At Tax SMART, every engagement begins with understanding the client’s goals, business operations, and long-term wealth plan. Our team takes a proactive, detail-oriented approach that uncovers opportunities traditional firms often overlook. Whether that involves optimizing business structure, planning for a major liquidity event, designing a strategic retirement plan, or identifying deductions and credits aligned with IRS guidance. We don’t wait for clients to ask the right questions; we bring the strategies forward.

What makes Tax SMART different is our commitment to education and collaboration. We believe clients make better decisions when they understand why a strategy works, not just what to implement. Our mission is to provide clarity, reduce tax burden, and create year-round confidence. For business owners, high earners, and families navigating complex financial decisions, Tax SMART delivers a smarter, more strategic way to manage taxes that creates lasting value far beyond just the April 15th deadline.

Our Team

David Brooks

Founder & CEO

As the founder and CEO of Retire SMART and Tax SMART, David established a guiding principle that every advisor must follow: do the right thing, for the right reason, at the right time. Now in his third decade as a financial advisor, David has helped countless individuals turn their retirement dreams into reality. A nationally recognized keynote speaker, he travels the country sharing insights on financial planning—with a particular focus on smart tax strategies. David is a Certified Income Specialist and a trusted expert for national events and media appearances. What sets him apart is his ability to explain complex topics in plain, everyday language, combined with a unique and comprehensive approach that resonates with real people. His expertise has been featured in numerous newspapers and magazines. He’s a frequent guest commentator on local radio and hosts his own weekly program, “Retire SMART with David Brooks.” David also stars in a weekly 30-minute television show and delivers bite-sized financial tips through his popular “SMART Money Minute” segments

Evan Marshall

Chief Tax Planning Officer

Evan Marshall joined the Tax SMART team in July 2024. Evan is a Certified Public Accountant specializing in tax planning, preparation, and consulting. With six years of tax experience, he provides strategic guidance to individuals and businesses to optimize their tax positions and ensure compliance with ever-evolving tax regulations. Evan graduated highest distinction from Nebraska Wesleyan University in 2019. Evan began his career in public accounting, spending five years at a prominent Omaha CPA firm, where he gained extensive tax experience working with a diverse client base from nearly every state in the country. It was at this firm that he met one of the firm’s clients, David Brooks, and started working with him as a tax preparer and consultant. When Evan is not working, you can often find him with his wife Morgan and their hedghog, Cupid.

Abigail McNaney

Director of Finance

Abigail McNaney is a skilled finance professional with a strong background in accounting and auditing. She began her tenure with Retire SMART & Tax SMART in August 2022 as a Tax Specialist, quickly showcasing her leadership and expertise, which led to her promotion to Director of Finance. Prior to her role at Retire SMART & Tax SMART, Abigail gained valuable experience as an Audit Associate at Forvis Mazars (formerly BKD), where she honed her skills in financial analysis, compliance, and reporting. Abigail is a graduate of Evangel University, holding a Bachelor of Business Administration (BBA) in Accounting and Finance. Her diverse experience and strong educational foundation have positioned her as a dynamic leader in the financial services industry.

Joe Bindl

Tax Planning Coordinator

Joe Bindl joined the firm in December 2025 as a tax planning associate with our division called Tax SMART. Tax preparation is just part of what he does. What distinguishes Tax SMART is strategic tax planning, including helping clients comply with evolving regulations. That fits well with Joe’s passion for “helping people with complex items and making it simple.” Joe is originally from Jacksonville, Florida, but has spent most of his life in Omaha. He is a Certified Public Accountant who was an Academic All-American at Concordia University focusing on accounting, business administration, and finance. He enjoys a variety of sports and outdoor activities in general.

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