Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

 

Gordon W Smith, MBA, AFSP

Gordon Smith is a former Retail Banker with over 12 plus years of tax and document preparation experience and is originally from South Florida. He moved to North Florida and relocated his firm in Niceville Florida providing In – Person and Virtual Tax Preparation services which enables him to continue to maintain and service all his clients.