Wood Stephens & O'Neil

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®

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.