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Smith Financial Services, P.A.
Turning Dreams into Successful Enterprises

SFS Services

Located in Middletown, Maryland, SFS is a skilled and proficient tax and accounting firm in business since 1992 serving both individuals and businesses within the Frederick County and surrounding areas. The staff is made up of a talented group of professionals with a wide range of specialties and expertise.  Our goal is to provide each and every client with exceptional service in a timely manner, and to be the professional financial consultant that will guide you on the path to success in helping turn your dream into a successful enterprise.  Call us today for a free initial consultation.

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:  We offer a holistic approach to your tax and accounting needs, by looking at not only what you want to accomplish in your business, but also your personal life.  Whether you are a seasoned business owner or just starting a new company, we offer the tax, accounting and business counseling services that help guide you on your way to turning your dreams into reality.

Business Services
 Business Advisory  Live & After-the-Fact Payroll

 Tax Planning & Preparation

 Accounting & Bookkeeping
 Financial Management  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.