David Smith

We focus our efforts on working with organizations that are serious about their employee benefits and on individuals who want and need a retirement plan.Our clients include: Retirees, Pre-Retirees, Entrepreneurs, Small Business Owners, and Independent Contractors. We help business owner’s design and customize a plan that best fits their organization and their own financial desires. Special emphasis is placed on complying with Department of Labor fiduciary responsibilities. We normally start the process by analyzing current plans to determine their exposure to fiduciary requirements and conformance with their investment policy statement.

Be's Professional Services is a trusted provider of professional tax, bookkeeping, and business services in Dallas, TX and Ruther Glen, VA. With a commitment to quality and accuracy, they utilize the latest technology and expertise to deliver comprehensive solutions tailored to their clients' needs. From tax preparation and planning to IRS representation and consultations, Be's Professional Services offers a wide range of services designed to help individuals and businesses navigate the complexities of tax codes and laws. With a dedicated team led by President India Roberts, clients can expect personalized attention and efficient solutions to their financial needs.Generated from the website