Tax Strategy. Accounting. Business Advisory
Helping individuals, families, and business owners reduce tax burdens, improve financial organization, and make informed decisions through personalized tax and business guidance.
How We Help
At Smith Tax & Wealth Group, we take a comprehensive approach to tax and business advisory services. Rather than simply preparing tax returns, we work alongside individuals and business owners throughout the year to identify opportunities, navigate changing tax laws, and provide practical guidance that supports informed decisions and long-term success.
TAX PREPARATION & TAX STRATEGY
Focus:
Personal & Business Tax Preparation
Proactive Tax Planning
Self-Employed & Small Business Tax Strategies
Year-Round Tax Advisory
Long-Term Tax Planning
Focus:
Multi-Year Tax Strategies
Business Growth Planning
Cash Flow Awareness
Tax-Efficient Decision Making
Family Financial Preparedness
Focus:
Preparing for Life's Unexpected Events
Emergency Financial Readiness
Family Financial Organization
Protecting Important Financial Documents
Long-Term Financial Stability
Focus:
Tax-Efficient Planning
Sustainable Financial Habits
Business Continuity Support
Long-Term Goal Preparation
Major Financial Decisions
Focus:
Tax Considerations for Major Life Events
Financial Document Organization
Cash Flow Planning
Informed Financial Decision Making
BUSINESS & ACCOUNTING SERVICES
Focus:
Bookkeeping & Financial Records
Business Advisory Services
Entity Formation & Business Support
Accounting Solutions for Growing Businesses
Who We Serve
Individuals & Families
Business Owners & Entrepreneurs
Self-Employed Professionals
Independent Contractors & Consultants
Growing Businesses
Why Choose Smith Tax & Wealth Group?
Because tax preparation is only the beginning.
We believe the best results come from building long-term relationships—not simply preparing tax returns once a year. Our clients rely on us for proactive tax planning, business guidance, accounting support, and responsive service throughout the year.
Whether you're an individual, self-employed professional, or business owner, our goal is to help you stay compliant, identify opportunities, and make informed decisions with confidence.
When you work with Smith Tax & Wealth Group, you gain a trusted advisor committed to helping you navigate today's tax challenges while preparing for tomorrow's opportunities.
“I founded Smith Tax & Wealth Group with one goal in mind—to provide honest, personalized tax and business guidance that helps people make informed decisions with confidence. Every client has a unique story, and I believe the best advice begins with listening, understanding, and building long-term relationships. Whether you're an individual, entrepreneur, or growing business, our commitment is to deliver professional service, practical solutions, and year-round support you can rely on.”
— Derrick D. Smith
Founder, Smith Tax & Wealth Group
Master's Degree in Tax Accounting
Our Commitment to Every Client
We listen before we advise.
We communicate clearly and honestly.
We respond promptly.
We focus on long-term relationships—not one-time transactions.
We help clients make informed tax and business decisions with confidence.
Ready to Take Control of Your Tax Strategy?
Schedule your consultation today and discover how proactive tax planning and personalized guidance can help you make informed decisions year-round.
Contact Us
469-784-1626
Fort Worth, TX (Remote Location)
Services provided Locally and Virtually Nationwide