Smith Tax & Wealth Group
No reviews yet
•
Fort Worth, TX & Online
Services offered
Accounting
Accounting - Free Consultation
1 hr
Discuss your accounting needs, current systems, and business goals with a licensed professional. Includes recommendations and service estimates.
$0
Accounting - Sales Tax Filing (Per Period)
1 hr - 1 hr
Prepare and file state or local sales tax returns based on your sales platform or POS system.
From $100
Accounting - Profit & Loss Statement Preparation
1 hr
Generate a current P&L report for business insight, lender applications, or investor use.
$150
Accounting - Balance Sheet Preparation
1 hr
Compile a formal balance sheet reflecting assets, liabilities, and equity as of a specific reporting date.
$150
Accounting - Financial Statement Compilation (Full Set)
2 hrs
Deliver a full set of financials including income statement, balance sheet, and cash flow statement.
$350
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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