SMD Financial Group LLC

Delivering expert financial solutions with integrity and care 💼

Specializing in business services, SMD Financial Group LLC is dedicated to helping clients achieve their financial goals. By providing holistic advisory services, the company enables clients to make informed decisions and prioritize their life objectives. The team of experts includes Certified Public Accountants (CPA), Enrolled Agents, and professionals with investment advisory licenses. With a focus on innovation and practical insight, SMD Financial Group LLC drives value for its clients through professional solutions tailored to their unique needs. Services include income tax preparation for small to mid-sized businesses and individuals, monthly bookkeeping and financial statement presentations, tax and investment planning and compliance, and start-up packages for new businesses up to $1 million in revenue annually.