SDO CPA: Tax Preparation, Accounting, & Bookkeeping
SDO CPA offers a range of accounting services, including tax preparation, bookkeeping, and payroll. The firm focuses on helping clients stay organized and compliant with evolving tax laws. Services are designed to simplify and automate financial planning.
Services offered by SDO CPA: Tax Preparation, Accounting, & Bookkeeping
- Certified Public Accountant
Offers expertise in tax regulations and compliance to assist clients with their financial reporting and tax obligations.
- Accountant
Provides comprehensive accounting services to help clients maintain accurate financial records and ensure compliance with applicable laws.
- Bookkeeping Service
Delivers organized bookkeeping solutions to track financial transactions and maintain up-to-date records for clients.
- Business To Business Service
Facilitates accounting and financial services tailored to the needs of other businesses, ensuring efficient operations and compliance.
- Financial Consultant
Offers strategic advice on financial management and planning to help clients achieve their financial goals.
- Financial Planner
Assists clients in creating personalized financial plans to manage investments, savings, and future financial needs.
- Private Investigator
Provides investigative services to gather information and conduct research for various client needs.
- Tax Consultant
Advises clients on tax strategies and compliance to optimize their tax positions and navigate changing regulations.
- Tax Preparation
Prepares and files tax returns accurately to ensure compliance and maximize potential refunds for clients.
- Woman-owned business
- Online appointments
- On-site service available
- Wheelchair accessible entrance
- Wheelchair accessible parking
- Wheelchair accessible restroom
- LGBTQ+ friendly
- Transgender safe space
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View AllOffice hours are by appointment only.
Independently owned and operated by a trusted CPA tax expert. You will receive individualized service that will deliver superior results at an affordable rate. We offer bookkeeping services at extremely competitive pricing. Services include monthly bank account reconciliation, financial statement preparation, state sales tax filing, estimated income tax calculation and more. Please contact us to schedule a free consultation. I will be able to provide you with an estimation of fees, that may be well below other tax professionals. After discussing your entire tax picture and reviewing your past returns, I will customize a strategy to optimize your results. All returns are handled personally.
Smith Financial & Associates, P.C. and Smith Wealth Management Has been serving the Forney area since 1999. We provide Financial & Retirement Planning, Tax Reduction & Planning Strategies, and Tax Preparation for Individuals and businesses. With over twenty five years of experience, we decided years ago to create a business model focused on you and the need for more complete, honest, informed, and convenient advice for investors, tax payers and business owners. Our clientele are nationwide and we provide an overall Financial Planning Service to meet the most unique needs of any individual and business. Rich Smith, MBA, EA, CFP®