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.

When Certified Public Accountants, Attorneys, Financial Advisors, Certified Financial Planners, and Insurance Specialists collaborate, we believe this allows us to provide you with thoughtful and highly individualized solutions. This specialized family office experience, previously only available to ultra-high net worth individuals, allows us to provide comprehensive and proactive advice that helps you build and preserve life-long wealth.

The key to building lifelong wealth is strategic planning and collaboration from the various financial professionals in your life.

Together, through our relationship with Heritage Family Offices, LLP and their family of companies, we can provide our clients with attorneys, financial advisors, insurance brokers, and business consultants. Please note, however, that not all professionals hold all professional licenses. Please carefully take note of our respective professional licenses, or ask for clarification, when engaging any professional in our firm. Our goal is to provide continuous full transparency to our clients and prospective clients.

Helping Hand IRA, LLC is a Registered Investment Advisory Firm. Investment advisory services are offered by Heritage Wealth Management, LLC – 2355 E. Camelback Road, Suite 425, Phoenix, Arizona 85016. Heritage Wealth Management is a Registered Investment Advisory firm. For further information please reference Heritage’s firm brochure and ADV: https://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=287909. Insurance services are offered through Heritage Insurance Advisors, LLC. Legal services are provided by HFO Law Group, LLP