At SMD Consulting & Accounting, LLC, we understand that complex or unique financial situations occasionally arise. When they do, having experienced professional guidance can make the difference between costly mistakes and confident decisions. Our Special Projects services are designed to complement our broader strategic consulting services and provide strategic advice, planning, and execution support for business owners in Frisco, TX and surrounding areas.
Unlike open-ended hourly engagements, we define the scope of work and pricing upfront so you know exactly what to expect. Whether you are acquiring a business, restructuring ownership, facing an IRS audit, or launching a new venture, we provide structured support to help you move forward with clarity.
Our goal is to help you navigate complex decisions with confidence and professional insight.
What Our Special Project Services Include
We assist with a wide range of business advisory and compliance-related projects.
Business Transactions & Structural Changes
- Business acquisition support
- Business sale support
- Business startup planning
- Entity selection and coordination
- Entity reorganization
- Ownership changes
These engagements often require coordination with our business law services.
Financial Planning & Valuation
- Financial projections
- Limited calculation of business value
- Compensation analysis
- Business plan development
Audit & IRS Representation
- IRS audit representation and support
- IRS payment negotiation
- IRS offer in compromise support
- Payroll audit representation
- Sales tax audit representation
In more complex situations, these matters may also involve our advanced tax planning services.
Accounting & Software Support
- QuickBooks setup
- QuickBooks training
- Bookkeeping catch-up and cleanup through our accounting and bookkeeping services
Estate & Asset Planning Coordination
- Basic and advanced estate planning support
- Trust formation coordination
- 1031 exchange planning support
These strategies are often implemented alongside our estate planning services. If you find yourself needing professional advice before making an important financial decision, our team is here to help.
Who This Service Is Designed For
Our Special Project services are ideal for:
- Business owners in Frisco, TX
- Companies undergoing ownership or structural changes
- Entrepreneurs starting or selling a business
- Individuals facing IRS or audit challenges
- Investors involved in real estate transactions
If you are navigating a transition, dispute, or major decision, structured advisory support can reduce risk and improve outcomes.
Our Project-Based Approach
Every project begins with a defined scope of work and clear pricing structure. We believe in transparency and eliminating billing surprises.
Our process typically includes:
1
Initial consultation and issue assessment
2
Defined scope and pricing agreement
3
Strategic planning and documentation
4
Ongoing support through resolution
This structured approach ensures efficiency and accountability.
Why Choose SMD Consulting & Accounting
- Upfront scope and pricing clarity
- Experience in complex financial matters
- Integrated tax and advisory insight
- Local expertise serving Frisco, TX
- Coordination with our integrated family office services when needed
We provide clear direction when situations become complex.
Frequently Asked Questions
1. What qualifies as a special project?
Special projects include one-time or complex engagements such as business acquisitions, IRS audit representation, entity restructuring, financial projections, or business valuation support.
2. Do you provide IRS audit representation in Frisco, TX?
Yes. We assist clients in Frisco and surrounding areas with IRS audit representation, payment negotiations, and offer in compromise support.
3. Do you help with business acquisitions or sales?
Yes. We provide financial analysis, valuation insight, tax planning considerations, and transaction support for buyers and sellers.
4. Can you help clean up past bookkeeping issues?
Yes. We provide bookkeeping catch-up and cleanup services, along with QuickBooks setup and training if needed.
5. How are special projects priced?
All special projects are scoped in advance with a defined price before work begins. This ensures transparency and eliminates unexpected hourly billing.
Schedule a Consultation
Facing a complex financial decision?
Explore whether your situation may benefit from our comprehensive business and tax strategy services.
Schedule a consultation with SMD Consulting & Accounting, LLC today to receive structured, professional guidance for your next important business move.
Call (469) 252-4547 or contact us online to get started.