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A step above the rest
Vision & Mission
SMD Financial Group LLC will be known for having provided delight for its more than a million customers in the area of Financial success in the next decade.
Our mission is to help our clients make the best possible financial decisions with focused planning and execution.
We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.
Who We Are
SMD Financial Group LLC is a tax and accounting company headquartered in Atlanta, USA. Our experienced staff of professionals includes Certified Public Accountants,( CPA), Enrolled Agents, other professional staff with investment advisory licenses
Our team is ideally equipped to provide the best in class solutions to our clients. The company’s goal is to drive the best value for its clients by providing professional solutions that utilizes the best possible innovation and practical insight
Our Valued Services
SMD Financial Group provides a variety of services including:
Income Tax Preparation for small to mid-sized businesses and individuals
Monthly Bookkeeping and financial statement presentations
Tax & Investment Planning and compliance
Start-Up Packages for new businesses up to $ 1 million in revenue annually
Expert CFO Services and Personalized White Glove support for your business
Tax Advisory Services:
- Business and Personal Tax services include income tax preparation, compiling and e-filing of tax returns (Form 1040,1065,1120,1120S,990)
- Personal Tax Consulting and planning
- Management of tax records and compile tax details for audit support
- Communicating with tax authorities (IRS and State Authorities) and provide necessary tax support on regular tax matters.
- Processing and filing of Sales Tax returns
Accounting Services:
- Monthly reconciliations of bank statements and financials
- Accounts Receivables and Payables management services
- Payroll processing services
- OTP – On Time Performance for financial and accounting processes
Business Development Solutions:
- Registration and incorporation of businesses in the US
- We offer such as Start up Packages for new businesses up to $1 million in revenue annually
- QPIP – Quick performance and improvement plan for small businesses
- Executive Coaching to strengthen leadership and drive performance
- 501(c)(3) Compliance guidance to help nonprofits maintain tax-exempt status
CFO Services:
- Create roadmaps and projections to guide smart business decisions
- Monitor income and expenses to ensure your business stays on track
- Identify opportunities to increase margins and expand sustainably
- Deliver clear reports that highlight key performance metrics
White Glove Services:
- Every plan is designed specifically for you
- Direct access and proactive updates so you’re never left wondering
- We work with your advisors (attorneys, bankers, etc.) for seamless service
- Fast response and dedicated attention when you need it most
- Your financial matters handled with professionalism and confidentiality