The SMD Difference

We help you build and preserve lifelong wealth with a focus on tax reduction, financial planning, asset protection, and investment management—all through the lens of strategic tax planning.

Our team delivers some of the most innovative and forward-thinking strategies in the accounting and financial services industries, designed for families and business owners alike. With our multidisciplinary approach, we move beyond the limits of individual professionals working in isolation. SMD Consulting & Accounting, LLC integrates tax, legal, wealth management, and insurance services to create a sophisticated family office experience.

By bringing together Certified Public Accountants, Attorneys, Financial Advisors, Certified Financial Planners, and Insurance Specialists, we deliver thoughtful, highly individualized solutions. This comprehensive, proactive approach—once reserved for ultra-high-net-worth families—empowers our clients to build, preserve, and transfer wealth with confidence.

The cornerstone of lifelong wealth is strategic planning and seamless collaboration among your trusted financial professionals.

Through our curated network of affiliates, we connect clients with attorneys, financial advisors, insurance brokers, and business consultants. Please note that not all professionals hold all licenses; we encourage you to review credentials or ask for clarification as needed. Our commitment is full transparency and unwavering service to our clients and their families.

Neither SMD Consulting and Accounting, LLC nor Helping Hand, LLC offer investment management services.  Helping Hand, LLC is a solicitor-only investment advisory firm registered with the State of Texas and refers clients to other independent investment advisory firms who provide a variety of financial planning and investment management services. The content on this website is for informational purposes only and should not be relied upon to make investment or tax decisions. Past performance is not indicative of future results.