
The entire team was helpful, friendly, and very educated! I would not go anywhere else!
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SMD Consulting & Accounting is a comprehensive financial services firm based in Plano, TX, specializing in tax reduction, financial planning, asset preservation, and investment management. With a multidisciplinary approach that combines tax, law, wealth management, and insurance services, they provide a specialized family office experience for exceptional business owners and families.
With a focus on proactive and impactful decision-making, SMD Consulting helps clients achieve their business and financial goals through strategic, long-term planning. Their expertise lies in leveraging the experience of their highly skilled team to drive continuous innovation and improvement, ensuring clients receive personalized guidance and insight throughout the year.
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The entire team was helpful, friendly, and very educated! I would not go anywhere else!
I used SMD for several years. They started out being good then communication dropped to almost nothing. Then I got audited and ended up owing the IRS about $3000! Sean Duncan did nothing to...
Stay far away from Sean Duncan. Sean Duncan with New City Mortgage has been evasive, vague, misleading, and negligent. We had a closing date scheduled and Mr. Duncan did not give any indication...
My company is entering it's seventh year in which we have relied on our CPA to keep our business operating smoothly. After a couple of years in which we had nothing but issues with our books and...
Sean Duncan and the entire team of professionals at SMD Consulting & Accounting are not only really amazing people, they are great at what they do. I have found them to be exceptionally...
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