Smith Taxes & More
5.0
Integrated tax, protection, and wealth-focused solutions for families, professionals, and small business owners.
About
Smith Tax & Wealth Group is a tax-led financial services firm providing integrated tax planning, protection strategies, and long-term financial guidance. Background includes a Master’s in Tax Accounting, 10+ years as an accounting services firm owner, licenses in life, health, annuities, and mortgage loan officer, with expansion into future wealth advisory services. F
ocus on practical planning, stability, protection + long-term growth, and serving family + business-owner clients.
Services
Tax Strategy & Planning
Coordinated tax strategy, protection planning, and long-term financial guidance for families, professionals, and small business owners.
Protection & Income Security
Life insurance planning, income protection, legacy protection, fixed annuities.
Wealth-Focused Financial Guidance
Cash-flow + financial stability planning, retirement readiness conversations, tax-aware decision guidance, long-term planning coordination.
Mortgage & Debt Strategy
Mortgage origination services, refinance strategy, debt structure coaching.
Credentials & Certifications
Reviews
