Profile

Eric Smith, EA, ATP, CFP, ChFC, CLU, CRPC

Eric Smith Financial Services

My Contact Details

Eric Smith Financial Services
3152 SW 165 Avenue
Miramar, FL
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Work: 954-436-9250

Eric Smith, EA, ATP, CFP, ChFC, CLU, CRPC


Credentials

  • Accredited Tax Preparer
  • Certified Financial Planner
  • Enrolled Agent

Years of Experience

  • More than 20

Areas of Specialization

  • Asset Protection
  • Business Tax Planning
  • Business Tax Preparation
  • Business Valuations
  • Cash Flow and Budgeting Analysis
  • College Planning
  • Comprehensive Financial Planning
  • Credit Improvement
  • Elder Care
  • Employee Benefits and Pension Plans
  • Estate Planning
  • Financial Projections
  • Financial Services
  • Financial Statements
  • Forensic Accounting
  • Individual Tax Planning
  • Individual Tax Preparation
  • Insurance Planning
  • Investment Advisory Services
  • IRS Representation
  • Retirement Planning
  • Reviews and/or Compilations