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

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

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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

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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

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Testimonials:

Milin S

Have been using SMD Financial for the last 3+ years. Their work is very accurate, on-time and offer tax-optimization guidance too. Would recommend to anyone looking for a CPA/Accounting services.
SMD Financial Group LLC
2019-10-23T20:20:26-04:00
Have been using SMD Financial for the last 3+ years. Their work is very accurate, on-time and offer tax-optimization guidance too. Would recommend to anyone looking for a CPA/Accounting services.

Zena Martin

SMD Financial really takes of their clients! They rescued me, when I was abandoned by another firm that became defunct, and I have never looked back. The team is available when you need them and walks you through anything you might not understand. I feel in very safe hands and highly recommend SMD Financial!
SMD Financial Group LLC
2019-10-23T20:21:06-04:00
SMD Financial really takes of their clients! They rescued me, when I was abandoned by another firm that became defunct, and I have never looked back. The team is available when you need them and walks you through anything you might not understand. I feel in very safe hands and highly recommend SMD Financial!

Eric Marcus

SMD Financial is great at what they do. Very patient, knowledgeable, and they get the job done!
SMD Financial Group LLC
2019-10-23T20:20:47-04:00
SMD Financial is great at what they do. Very patient, knowledgeable, and they get the job done!

Michele G.

I have known Suba for about two-and-a-half years.  She exemplifies extremely high ethical values and integrity. She communicates in a respectful, straightforward, helpful, way  that is very refreshing and  easy to be around. Although she doesn't do my taxes because I've had the same accountant for 30 plus years, I have recommended her. The people used her for tax prep work and are very satisfied and will continue. She was extremely thorough, efficient and fast.
SMD Financial Group LLC
2019-10-23T20:21:50-04:00
I have known Suba for about two-and-a-half years.  She exemplifies extremely high ethical values and integrity. She communicates in a respectful, straightforward, helpful, way  that is very refreshing and  easy to be around. Although she doesn't do my taxes because I've had the same accountant for 30 plus years, I have recommended her. The people used her for tax prep work and are very satisfied and will continue. She was extremely thorough, efficient and fast.
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SMD Financial Group LLC