Smith Dunn & Co provides tax, bookkeeping and wealth management services to individuals and businesses in Rowlett, TX and surrounding areas.
Services include:
Income tax planning and preparation ~ Bookkeeping ~ Wealth Management ~ Incorporation services ~ Sales taxes ~ Business planning and consulting ~ Part-time CFO services ~ Outsourced Accounting ~ QuickBooks setup and training ~ Accounting system design and implementation ~ Payroll
Securities services offered through HD Vest Investment Services(SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS), a registered investment advisor. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchases or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under acceptable law, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. HDVIS is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.hdvest.com/social_policy for more information.
