At Smallwood & Associates, our mission is to deliver personalized, comprehensive tax, accounting, and advisory services that empower individuals and businesses to navigate financial complexities with confidence. Since 1976, we have combined the capabilities of a large firm with the personalized attention of a small firm, ensuring each client receives tailored solutions to meet their unique needs.
With a dedicated team of Certified Public Accountants and accounting professionals, we are committed to integrity, excellence, and building lasting relationships that support our clients' financial success.
Big firm capabilities
Small firm personality
Personalized attention
Comprehensive tax, accounting, and advisory services
Services
Accounting Services
Trusted accounting support to keep records accurate and reporting clear, enabling better business decisions.
Consistent and reliable financial trackingAccurate record-keepingClear reporting
Tax Services
Accurate and careful handling of tax matters to ensure compliance and preparation.
Return preparation and filingIRS correspondence managementCompliance support
Advisory & Consulting
Strategic insight to help clients make informed financial decisions.
Federal, state, and estate tax planningPersonalized financial strategiesExpert guidance tailored to individual or business needs
Credentials & Certifications
Certified Public Accountant (CPA)
Since 1976
Reviews
Rating
4
★★★★☆
Reviews
24
"The team is knowledgeable, friendly, responsive and extremely talented."
Frequently Asked Questions
How do I get started with Smallwood & Associates? +
The first step is scheduling an introductory call to discuss your needs and determine how we can best support you.
Will Smallwood & Associates work with a client’s financial advisor or attorney? +
Yes, we regularly collaborate with clients’ trusted professionals, coordinating planning strategies and sharing files securely with approval.
Can I work with Smallwood & Associates if I am located outside of Dallas-Fort Worth? +
Yes, we work with clients throughout the United States and can meet by phone, via Teams, or in person.
Why do I need to activate my client portal? +
The client portal provides a secure platform for document sharing, electronic signatures, payments, and centralized communication, enhancing efficiency and security.
4.0
