Smith Tax & Wealth Group
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Fort Worth, TX & Online
Services offered
Accounting
Accounting - 1099 Preparation & Filing (Per Recipient)
30 mins
Prepare and e-file 1099-NEC or 1099-MISC forms for eligible contractors, including W-9 review.
$45
Accounting - Balance Sheet Preparation
1 hr
Compile a formal balance sheet reflecting assets, liabilities, and equity as of a specific reporting date.
$150
Accounting - Bank & Credit Card Reconciliation (Per Account)
1 hr
Match statement activity to accounting records and resolve discrepancies in one business account.
$150
Accounting - Budgeting & Forecasting Consultation
1 hr
One-on-one planning session to create or revise financial forecasts, budgets, and cash flow projections.
$250
Accounting - Business Expense Categorization (Per Month)
1 hr
Assign correct expense categories to monthly transactions for accurate financial reporting and tax prep.
$200
About
My passion is to effectively help individuals and businesses save time and money by providing professional, affordable services. These services include but are not limited to:
Tax preparation; tax planning; book keeping; payroll; virtual Controller/CFO
Education: Masters Degree in Accounting w/ Tax specialization
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp
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