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
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
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Services offered
Financial Services And Planning
Accounting
Individual Tax Preparation
Business Tax Preparation
Hr And Payroll