Business Details
Professional Tax & Notary Services in Dallas
At SMZ Notary & Consulting, we combine decades of professional expertise with personalized service to meet your financial and legal needs. Our team includes certified professionals with advanced degrees in accounting and business management, offering tailored solutions for tax preparation, bookkeeping, and notary services. With over 25 years of experience in tax-related services, we specialize in resolving complex tax challenges while prioritizing client success through transparent communication and strategic financial guidance.Our approach integrates modern technology like Intuit Link and secure virtual meetings to streamline processes while maintaining the highest standards of accuracy and client confidentiality. Whether you require meticulous bookkeeping, expert tax advice, or reliable notary services, we deliver efficient, client-focused solutions designed to exceed expectations.
Services
Bookkeeping
Notary Service
Tax Advising
Tax Preparation
Payroll Services
Highlights and features
- We offer over 25 years of combined tax preparation expertise
- Our team includes certified professionals with advanced degrees
- We provide mobile notary services with deposit arrangements
- We guarantee transparent pricing with no hidden fees
- We focus on personalized financial solutions tailored to unique needs
Services
Bookkeeping
We manage financial records and payroll needs for self-employed individuals and businesses. Our QuickBooks expertise ensures organized financial documentation. Services include transaction recording, financial statement preparation, and customized bookkeeping solutions tailored to business requirements.
Notary Service
We authenticate personal and business documents with mobile notary availability. Our service accommodates on-site visits with advance deposit arrangements. We ensure proper document execution and verification following state-specific legal requirements.
Tax Preparation
We handle individual and business tax returns with transparent pricing. Services include standard returns, itemized deductions, earned income credit claims, and state return filings. We provide pre-filing cost estimates and accept document uploads through secure portals.
Tax Advising
We offer strategic tax guidance to minimize liabilities and resolve complex tax issues. Our expertise covers tax challenge resolution, financial planning, and budget creation for individuals and businesses seeking optimized tax outcomes.
Payroll Services
We provide comprehensive payroll processing solutions including tax withholding calculations, payment distribution, and regulatory compliance. Our services integrate with QuickBooks for seamless financial management and accurate year-end tax reporting.
People
Shauna Vinson
Tax Professional
MBA graduate with 23 years of customer service experience. Specializes in tax preparation, financial planning, and strategic client assistance. Focuses on reducing client expenditures through personalized financial strategies.
Sherunda Nolen
Tax Professional
Accounting graduate with 30 years of customer service experience. Provides expert tax preparation and financial planning. Specializes in solving complex tax challenges and creating customized budget solutions for diverse client needs.
Questions
What services does SMZ Notary & Consulting offer?
We provide tax preparation, bookkeeping, payroll services, notary services, and tax advising for individuals and businesses.
How can I submit documents for tax preparation?
You can upload documents through our secure Intuit Link portal or schedule virtual meetings via Webex/Zoom.
Do you offer mobile notary services?
Yes, we provide mobile notary services with a deposit requirement for on-site document authentication.
What are your tax preparation fees?
Fees start at $150 for basic returns, with pricing varying based on complexity and required forms.
How do I schedule an appointment?
Contact us via phone or email to book appointments for all services, as we operate by appointment only.
