Smith Wealth Management - Smith Financial & Associates P.C.

Financial Planners, Tax Services

411 N McGraw St, Forney, TX 75126
(972) 564-4011
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Reviews for Smith Wealth Management - Smith Financial & Associates P.C.

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  • Jul 2021

    These guys were unbelievably quick, thorough and friendly. We have a small LLC and the books are always a hot mess (my bad?.) Kim was so patient and helpful guiding me through everything and making a lot of changes for the better. I procrastinated on getting our taxes filed and they were able to rush and get them done before the deadline. So so happy to have finally found a great, local CPA. We’ve had 4 different ones in 5 years, no one ever stuck, and it was exhausting always looking for a new one. Melissa in the front desk is so sweet and friendly! Great place!!!

  • Feb 2017

    This office is like family. I own several businesses and have been using SF for a couple of years now. They make the process so fun and easy! For someone that barely passed Accounting, I am beyond thankful that they are here in Forney and can help me with the tax time madness! I have learned more in 3 years working with them than I ever did in college courses. They have the individual's and business owner's best interest at heart and truly want to see you succeed.

  • Sep 2015

    SMITH FINANCIAL AND ASSOCIATES, P.C. THEY ARE THE BEST !! WE HAVE TWO BUSINESSES AND THEN OUR PERSONAL TAX. THEY HAVE TAKING EXCELLENT CARE OF US FOR MANY MANY YEARS AND I HOPE MANY MORE !!!!! GO SEE RICH. YOU WONT REGRET IT.

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 4PM
Saturday: ClosedSunday: Closed

Tips

parking: lot

Ratings

Google Google: 5/5 Tripadvisor Tripadvisor: 3.5/5 Nextdoor Nextdoor: 5 ❤️

Smith Wealth Management - Smith Financial & Associates P.C.

411 N McGraw St, Forney

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