The proactive consulting firm
your CPA was never trained to be
Strategy-first accounting and advisory for business owners who expect more.
TAX | LAW | WEALTH MANAGEMENT | INSURANCE
The SMD Difference
We believe in better lives for our clients, better lives for our team, and better businesses built
with intention. That belief shapes how we deliver strategic tax planning and integrated wealth strategy for business owners and families.






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, Software Developers, 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 passes you by. Whether you’re looking to reduce taxes, build wealth, adapt to economic changes, implement growth strategies, or minimize risk, our proven processes provide year-round guidance and insight so you can make informed decisions and achieve your business and financial goals.
Impactful
Having a powerful effect on a situation or person.
You can achieve demonstrable results through the implementation of effective tax strategies, thoughtful estate planning, innovative asset protection, and forward-thinking wealth management.
Expertise
A high level of knowledge
or skill.
Personal greatness can be achieved by skillfully leveraging the experience of others. We know that highly experienced teams and proven methods drive continuous innovation and improvement. Our advanced planning techniques consider tax, legal, financial, and operational factors to support you on the road to success.
Posted on Google![]()
Vince PorterTrustindex verifies that the original source of the review is Google.
Tax RX: The Self Employed Physician's Tax Guide is well put together. It makes complex topics (specifically trusts and captive insurance) simple and approachable without oversimplifying them. That's not easy to do, so nice work on a resource self employed physicians will actually use.Posted on Google![]()
Jenny FinleyTrustindex verifies that the original source of the review is Google.
We are very impressed and grateful to have found SMD. They are clear, highly professional, proactive, and very reassuring. We work with Jason Doddridge and Darlinda both of whom have been extremely responsive and incredibly helpful.Posted on Google![]()
L MonforteTrustindex verifies that the original source of the review is Google.
Sean and his team are fantastic and have been amazingly helpful in helping us set up our first business in Texas. Highly recommend! 5 years later and still the same fantastic firm that has been instrumental in helping us navigate an ever changing business climate successfully - AND they have literally saved us tens of thousands of dollars!! Joel and Darlinda are amazing!Posted on Google![]()
Andy WTrustindex verifies that the original source of the review is Google.
My experience with Sean and the team at SMD was outstanding! Excellent advice and counsel backed up by extensive knowledge of the business and tax environment. Perfectly suited to help growing businesses!Posted on Google![]()
DP MakerTrustindex verifies that the original source of the review is Google.
Amazing team. Very friendly and caring.Posted on Google![]()
Adi CampuzanoTrustindex verifies that the original source of the review is Google.
We have been working with SMD Consulting for about a year. They have been an absolute game changer for our finances. They have kept us organized through multiple entities, have saved us THOUSANDS with savvy tax planning and effective strategies, and are just a pleasure to work with. Jason Doddridge is our consultant, we meet with him monthly and I can't say enough great things about him. He's so smart, organized, and makes our strategic planning feel smooth and seamless. We would highly recommend the team at SMD Consulting if you're growing your businesses and net worth, and need experts to help you navigate the complexities of that.Posted on Google![]()
Lauren HabermanTrustindex verifies that the original source of the review is Google.
My partner Parker and I are in the beginning stages of starting a business so we're doing as much research as possible to ensure that we cover all our bases. With that, we knew that at some point we would need assistance with tax filings and accounting along the way. We scheduled a meeting with Sean and were extremely impressed with the knowledge and information that he had ready for us on our first call. Not only that, but that was probably the least pushy "sales" call that I've ever been apart of. He was willing to give us advice as newcomers and was open and honest about the steps we should take just starting out. Hands down this is the company you want to work with. They're knowledgeable, efficient, and go above and beyond to help their clients, which just aren't characteristics you tend to see in the fields they shine in.Posted on Google![]()
Sharrin FullerTrustindex verifies that the original source of the review is Google.
As a business owner, partnering with SMD Consulting, led by Sean, has been a game-changer. Their personalized approach, backed by a team of experts, has truly transformed our financial landscape. Sean and his team took the time to understand our business inside-out, tailoring solutions that perfectly fit our needs. Their expertise in tax planning, financial analysis, and strategic guidance has been invaluable, allowing us to make informed decisions confidently. What sets SMD Consulting apart is their responsiveness and accessibility. Whenever we've needed assistance, they've been just a call away, providing timely, unmatched support. Moreover, SMD Consulting's innovative approach, leveraging cutting-edge technology, has streamlined our processes and driven results. They're not just advisors; they're partners committed to our success. In summary, under Sean's leadership, SMD Consulting has exceeded expectations. Their seamless solutions have made them an indispensable asset to our business. I highly recommend them to anyone seeking top-tier accounting and consulting services.Posted on Google![]()
Dawn BrolinTrustindex verifies that the original source of the review is Google.
Led by the visionary Sean Duncan and his exceptional team, SMD stands out as a paragon of proactive client support. What sets SMD apart isn’t just their expertise in tax reduction or their expertise in business growth strategies—it’s their unwavering commitment to every facet of their clients’ financial well-being. From exit planning to asset protection, they’re not just scratching the surface; they’re digging deep, uncovering hidden potentials, and guiding their clients towards unprecedented success. For self-employed physicians, software developers, and business owners alike, SMD isn’t just a CPA firm; it’s a trusted ally on the journey to financial empowerment. I’ve had the privilege of witnessing their transformative impact firsthand, and it’s nothing short of awe-inspiring.Posted on Google![]()
Nikki SipeTrustindex verifies that the original source of the review is Google.
SMD Consulting, specifically Joel Salas, was integral in consulting us on our organizational structure, development, key accounting, and key tax practices and strategies to help us launch our businesses as a full time venture. Joel knew how to roll out new concepts to us in just the right dosage so that we weren't overwhelmed with all that needed to be done. He was always available for answering questions and explaining concepts clearly. Joel is wonderful to work with and we always ended our calls with new insight and takeaways.
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