We do what you wish your
CPA Firm would do

Comprehensive Planning for Exceptional Business Owners & Families
TAX | LAW | WEALTH MANAGEMENT | INSURANCE

The SMD Difference

We help you build and preserve life-long wealth by focusing on tax reduction, financial planning, asset preservation, and investment management through the lens of strategic tax planning.

Our team offers some of the most cutting edge and innovative strategies in the accounting and financial services industries for families and business owners. And thanks to our multidisciplinary approach, we reach well beyond the limitations of singular financial professionals working in isolation. SMD Consulting & Accounting, LLC combines tax, law, wealth management, and insurance services to provide a specialized family office experience.

Business & Tax Strategy

Full Service Family Office

SMD Consulting & Accounting, LLC serves individuals who want to protect and build their wealth through strategic, long-term planning. We specialize in serving Medical Practitioners, Real Estate Investors, and Business Owners at every level through our proven, comprehensive approach.

Proactive

Acting in anticipation of future problems, needs, or changes.

You want advice before an opportunity has passed you by. Whether you are planning to reduce taxes, increase wealth, plan economic changes, implement growth strategies, and/or minimize risk; our proven processes provide you with guidance and insight throughout the year, so you can make informed decisions to achieve your business and financial goals.

Impactful

Having a powerful effect on a situation or person.

Proactive and informed decision-making generates profound success. You can achieve demonstrative results through the implementation of effective tax strategies, thoughtful estate planning, and responsive wealth management. Maximizing your resources with the least amount of risk is the name of the game.

Expertise

A high level of knowledge
or skill.

Personal greatness can be achieved though skillfully leveraging the experience of others. We know that highly experienced teams and proven methods drive continuous innovation and improvement. Our proven techniques for advanced planning take into consideration tax, legal, financial, and operational factors to best support you along the road to success.

“5 Stars – Couldn’t run my practice without them!
I’ve been working with SMD for decade(s), and I honestly don’t know how I ever managed before. As a small veterinary business owner, I wear a lot of hats, but bookkeeping and accounting just isn’t one I wanted to wear. Thankfully, I found someone I could fully trust to handle it all—and do it incredibly well. They’ve kept my books organized, helped me plan for taxes (instead of panic about them), and always take the time to explain things in a way that makes sense. Plus, they genuinely care about the success of my practice, which means a lot.
Reliable, responsive, and just an all-around great person to work with. Highly recommend to any small business owner looking for someone who really gets it.”

Brent Bilhartz D.V.M
LazyPaw Animal Hospitals
“I’ve worked with SMD for over 3 years and they have been such a blessing to me. I don’t even want to think about the financial mess I would have on my hands if I didn’t start working with them. They helped me get my companies set up properly, and help me keep up with all of the many tax regulations and reporting requirements, give me guidance, and help me stay on top of everything. They are great people to work with and truly go out of their way to find the right solutions! Genuine, hard working, smart. Highly highly recommend.”

Kendra Pemberton
“My company is entering its seventh year in which we have relied on our CPA to keep our business operating smoothly. After a couple of years in which we had nothing but issues with our books and filings, SMD Consulting has been absolutely amazing. They oversee our monthly bookkeeping and handle all of our tax reporting and we have been treated very well and have not had to deal with a single issue since engaging them to help us. I am so grateful for Sean and his colleagues at SMD. They also handle some of my personal matters and I highly recommend them for business and personal needs”

Tommy Benizio
“We have put our trust in SMD Consulting for years. They are proactive in finding solutions so that you can focus on your business! From monthly bookkeeping services to high level financial strategy, Sean and his team of professionals will take care of you every step of the way! Leveraging their years of experience to meet our business goals has aided in our expansion.”

Amy Linn
“I’ve been working with SMD for 3 years and it has dramatically changed how I successfully operate my business. Before partnering with SMD, I did all the bookkeeping and accounting in-house and it took me away from running and growing the business. Not only has SMD alleviated all the stress of those tasks and completely transformed our bookkeeping and accounting processes, but Joel and Darlinda’s strategic consulting and expertise has positively impacted the company’s revenue, taxes, and the overall financial health of the business. I highly recommend SMD for any size business that wants a dedicated team of experts to help you scale and grow your business financially.”

Eric Beckman
CEO Wavetelligence
“Working with SMD has been a game-changer for us. Jason always has the right answers when we need them, especially on the CPA and tax side, and Darlinda’s expertise with the books and payroll keeps everything running smoothly. Their combined knowledge has brought real clarity and confidence to our business.”

Britt Martin
Principal & Founder at BIS Consultants
“SMD has gone above and beyond in advising and supporting us as we formalized our financial reporting. Their guidance has been critical to our success over the past several years.”

Aaron Hartke
COO at BIG Games

Employment Opportunities

Are you a tax, financial, or bookkeeping rockstar that really knows how to do your job and take care of the client while doing so? SMD might just be looking for you.

We do what you wish your CPA Firm would do