Smith Tax & Wealth Group

Smith Tax & Wealth Group

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Fort Worth, TX & Online

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


Highlights

Hired 2 times
2 employees
11 years in business
Serves Fort Worth, TX
Offers online services

Social media


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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Services offered

Financial Services And Planning
Accounting
Individual Tax Preparation
Business Tax Preparation
Hr And Payroll