SFS Services
Our goal at Smith Financial Services is to provide superior customer service with all of your tax and accounting needs. Call us today for a free initial consultation to learn how we can help turn your dreams into a successful enterprise.
We are pleased to offer a cash incentive to those who recommend our services to friends, family, and business associates who then become one of our valued clients. To find out more, please view our printable Referral Document.
FOR BUSINESS OWNERS: Whether you are a seasoned business owner or just starting a new company, we make your job easier by offering the tax and accounting services your business needs from one convenient source. Our professionals meet with you to determine what services will best suit your needs and how to tailor those services to meet your goals.
Business Services
| Business Advisory |
Live & After-the-Fact Payroll |
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Financial Management
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Tax Planning & Preparation |
| Business Valuation |
Accounting & Bookkeeping |
| Benefit Plan Administration |
QuickBooks/Software Consulting |
FOR INDIVIDUALS: Our commitment to service extends to the information and resources that we provide year-round to help our clients make informed decisions on personal tax stategies, retirement, saving for education, estate planning, personal investments, and much more.
Individual Services
| Tax Planning Strategies |
Estate & Trust Tax Preparation |
| Individual Tax Returns |
Estate Planning & Wealth Preservation |
| Retirement Planning |
Education Savings Consulting |
Please check out our virtual brochure for more information.
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