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Smith Financial & Associates, P.C.

Smith wealth management
click here to learn more about our wealth management services

Celebrating 25 Years

"Serving the Forney area since 1999"
​

What are your retirement dreams?

​Smith Financial & Associates, P.C. and Smith Wealth Management is a Retirement, Financial Planning, and Tax Preparation firm which specializes in assisting small businesses and individuals. With over twenty-five years of experience, we decided years ago to create a business model focused on you and the need for more complete, honest, informed and convenient advice for investors, individuals and business owners.  We offer a wide range of Financial products, Income Tax Services, Bookkeeping Services and Insurance products to meet the most unique needs of any individual and business. 

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our client portal.
This portal is for accounting/tax/legal use only and not available for investment services use.



Click here to download a
New Client Intake Form.


Click here to Download a
2023 TAX ORGANIZER.

​Services Offered:
401k Rollovers, IRA's, Roth IRA',s

Financial Planning, Retirement Planning, and Asset Analysis Protection

Income Tax Preparation & Planning (Individual, Corporate, Partnership, Trusts)

Payroll Reporting  (940, 941 and TWC)

Bookkeeping and Financial Reporting

Incorporation Assistance (Which Entity structure is best for you)

SEPIRA's, Simple IRA's, 403b's

Insurance: Life, Long Term Care

We have been located in Forney, Texas since 1999 and assist many individuals and businesses all over Texas
as well as in numerous other states.
​
411 North McGraw Forney, Texas 75126
Office: 972.564.4011    Fax: 972.552.2893