WELCOME to
Smith Wealth management
Smith Financial & Associates, P.C.
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.
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New Client Intake Form.
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2023 TAX ORGANIZER.
Services Offered:
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)
IRA's, Roth IRA',s SEPIRA's, Simple IRA's, 403b's
401k Rollovers
Insurance: Life, Long Term Care
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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 |
