SFMG Wealth vs Courtesy Financial App

This app allows you to access your account information, secure document vault and other reporting information all from your mobile device! Ease of access and a full view of your portfolio is another way we strive to give you Confidence for Life™

This App puts the accounting and tax expertise of Courtesy Financial LLC at your fingertips — whether you're a small business owner, freelancer, rental property investor, or just trying to stay on top of your personal taxes. TAX CALCULATOR Instantly estimate your 2026 federal income tax using the latest IRS brackets. Enter your income and filing status to see a clear breakdown of what you owe — no guesswork, no subscriptions. INCOME STATEMENT TEMPLATE Generate a professionally formatted Excel income statement template in seconds. Tailored for small businesses, 1099-NEC/freelancers, and rental property owners — with built-in mileage logs, home office deductions, and 28+ expense categories auto-calculated for you. Everything stays on your device; we never see your numbers. TAX REMINDERS Never miss a tax deadline again. Set custom reminders for quarterly estimated payments, W-2 season, extensions, and more. Reminders are stored privately on your device. SECURE CLIENT PORTAL Existing clients can securely upload documents directly to Courtesy Financial LLC through our encrypted Encyro portal — no email attachments needed. GET IN TOUCH Schedule a free consultation, call us directly, or reach out through the app. Our team serves individuals, small businesses, freelancers, and landlords across Florida and beyond. — Courtesy Financial LLC is a professional accounting and tax services firm. We specialize in bookkeeping, personal and business tax preparation, payroll, and custom financial tools. All calculations are for estimation purposes only and do not constitute tax advice. Consult a qualified tax professional for your specific situation.