SMD Consulting & Accounting, LLC

DP Maker

Jul 7, 2024on

Amazing team. Very friendly and caring.

Adi Campuzano

Jun 14, 2024on

We have been working with SMD Consulting for about a year. They have been an absolute game changer for our finances. They have kept us organized through multiple entities, have saved us THOUSANDS with savvy tax planning and effective strategies, and are just a pleasure to work with. Jason Doddridge is our consultant, we meet with him monthly and I can't say enough great things about him. He's so smart, organized, and makes our strategic planning feel smooth and seamless. We would highly recommend the team at SMD Consulting if you're growing your businesses and net worth, and need experts to help you navigate the complexities of that.

Lauren Haberman

May 14, 2024on

My partner Parker and I are in the beginning stages of starting a business so we're doing as much research as possible to ensure that we cover all our bases. With that, we knew that at some point we would need assistance with tax filings and accounting along the way. We scheduled a meeting with Sean and were extremely impressed with the knowledge and information that he had ready for us on our first call. Not only that, but that was probably the least pushy "sales" call that I've ever been apart of. He was willing to give us advice as newcomers and was open and honest about the steps we should take just starting out. Hands down this is the company you want to work with. They're knowledgeable, efficient, and go above and beyond to help their clients, which just aren't characteristics you tend to see in the fields they shine in.

Sharrin M. Fuller

Apr 9, 2024on

As a business owner, partnering with SMD Consulting, led by Sean, has been a game-changer. Their personalized approach, backed by a team of experts, has truly transformed our financial landscape. Sean and his team took the time to understand our business inside-out, tailoring solutions that perfectly fit our needs. Their expertise in tax planning, financial analysis, and strategic guidance has been invaluable, allowing us to make informed decisions confidently. What sets SMD Consulting apart is their responsiveness and accessibility. Whenever we've needed assistance, they've been just a call away, providing timely, unmatched support. Moreover, SMD Consulting's innovative approach, leveraging cutting-edge technology, has streamlined our processes and driven results. They're not just advisors; they're partners committed to our success. In summary, under Sean's leadership, SMD Consulting has exceeded expectations. Their seamless solutions have made them an indispensable asset to our business. I highly recommend them to anyone seeking top-tier accounting and consulting services.

Dawn Brolin

Apr 5, 2024on

Led by the visionary Sean Duncan and his exceptional team, SMD stands out as a paragon of proactive client support. What sets SMD apart isn’t just their expertise in tax reduction or their expertise in business growth strategies—it’s their unwavering commitment to every facet of their clients’ financial well-being. From exit planning to asset protection, they’re not just scratching the surface; they’re digging deep, uncovering hidden potentials, and guiding their clients towards unprecedented success. For self-employed physicians, software developers, and business owners alike, SMD isn’t just a CPA firm; it’s a trusted ally on the journey to financial empowerment. I’ve had the privilege of witnessing their transformative impact firsthand, and it’s nothing short of awe-inspiring.

Nikki Sipe

Mar 18, 2024on

SMD Consulting, specifically Joel Salas, was integral in consulting us on our organizational structure, development, key accounting, and key tax practices and strategies to help us launch our businesses as a full time venture. Joel knew how to roll out new concepts to us in just the right dosage so that we weren't overwhelmed with all that needed to be done. He was always available for answering questions and explaining concepts clearly. Joel is wonderful to work with and we always ended our calls with new insight and takeaways.

Mike Lawrence

Nov 29, 2022on

We consulted with SMD for guidance regarding business setup and structure. I found Sean to be very knowledgeable and helpful in providing a personalized approach in outlining scenarios for us to make informative decisions. Most importantly he was openly candid in providing strategies and options that were in our best interest. This company also uniquely provides innovative financial services compared to traditional accounting businesses, and I highly recommend checking them out!

Shawn Benjamin

Nov 7, 2021on

Our business has been using SMD to help with financial strategies and tax planning. The whole SMD team is very professional and we highly recommend them!

Winnie Saji

Nov 7, 2021on

I have been working specifically with Larry and Leslie for over a year now. They are proficient at their jobs and are always there when I have questions. As a business owner, it is nice to know that when it comes to the financial side of my business, I am well taken care of. In fact, I have learned a lot from these two as well. You cant go wrong with SMD Consulting!

Jason Bowers

Jan 6, 2021on

My wife and I have been familiar with the excellent service level and reputation of SMD for years so it was an easy selection when we were seeking guidance on a business acquisition. The team, led by Larry West, did an outstanding job of providing tax guidance, projections, legal coordination, financial review, etc during our engagement. They were always very professional, responsive and had great communication. We had a tight timeline and they were there for us to make sure we met the deadline – which we did! If we had to do it all over again, we would use SMD without hesitation. Thank you Sean, Larry and team for all of your professional expertise! We look forward to working with you again.

Ryan Fuchs

Nov 7, 2020on

Sean and his team are top notch CPAs and consultants. They focus more on business consulting, though obviously taxes play an important role in that. They are very responsive and stay up to date with everything (particularly the fast paced changes related to the various business relief options associated with the COVID-19 issue currently going on). I would have no hesitancy in recommending Sean and his team to anyone looking for a solid business partner.