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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With over 45 years of experience, we’re here to handle your monthly bookkeeping services or individual tax preparation – no return is too simple or complex for our team of up-to-date professionals. We have been serving the local area for decades, building strong relationships with individuals and businesses. We take pride in our ability to offer personalized solutions specifically designed to help you build your business or take care of your family. We believe in fostering long-term relationships with our clients. Our friendly team is available year-round ready to listen, understand your goals, and help you achieve them. Explore our services, get to know us better, and contact us with any questions or to book an appointment.
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®