SOFI CPA ADVISORY GROUP
SOFI CPA Advisory Group offers tax consulting, tax planning, and bookkeeping services for small business owners. With over 17 years of experience, the firm is led by a Certified Public Accountant qualified to represent clients before the IRS. The firm is also a Gold member of the American Society of Tax Problem Solvers.
- Online appointments
- On-site service available
- Wheelchair accessible entrance
- Wheelchair accessible parking
- Wheelchair accessible restroom
- Wheelchair accessible seating
- Appointments recommended
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View AllSmith 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®
The Personal, Affordable, Full Service, Business Planner, Tax Advisor for Individuals and Small Businesses (SBA). Full service CPA firm offering : Fractional CFO, Accounting , Compilation, Tax Returns , Tax Filing , Tax Planning , State / IRS Resolutions or Representation , Planning , budgeting for Dental , Hotel , Medical , cryptocurrency , entrepreneur, C corp. , S corp. , limited liability company, LLC