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Page 1ORGANIZER20231040USTax OrganizerSMITH FINANCIAL & ASSOCIATES P.CTax Return Appointment411 N MCGRAW ST Date: FORNEY TX 75126 Time: Telephone number: 9725644011 Location: Fax number: 9725522893
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Gather all necessary financial documents such as income statements, tax returns, and investment accounts.
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Complete the required forms provided by Smith Financial Associates, including personal information and financial details.
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Individuals who are looking for professional financial planning services and guidance.
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Smith Financial Associates P is a financial planning company specializing in wealth management services.
Individuals or businesses who have used the services of Smith Financial Associates P may be required to file certain financial documents.
To fill out Smith Financial Associates P forms, individuals or businesses should follow the instructions provided by the company or consult with a financial advisor.
The purpose of Smith Financial Associates P forms is to report financial information and ensure compliance with tax laws and regulations.
Smith Financial Associates P forms typically require information about income, expenses, investments, and assets.
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