About Us

SMG provides innovative tax and accounting services to diverse businesses and individuals. We pride ourselves on the partnership attitude we maintain with every engagement we undertake.

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The SMG Advantage

Changing the Game

SMG provides innovative tax and accounting services to diverse businesses and individuals. We pride ourselves on the partnership attitude we maintain with every engagement we undertake.

Our philosophy is to focus on building long-term, high quality client relationships by working with you to grow your assets and providing you with a professional team to keep you on track, properly manage your expectations, and achieve your goals. Together, we can create a strategic partnership which grows on the foundation of trust.

As a valued client, your mission is our motivation. Applying skills and knowledge, we act as a vital resource to improve weaker areas and devise structured plans to be implemented with care and attention to detail.  Working as a tight knit team, we are proud to make our clients’ goals our own and assist in unlocking their true potential.

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Our Core Values

Passion

We are empowered to exceed our personal and organizational goals as well as our client's service expectations.

Integrity

We strive to always deal with our clients and our colleagues in a fair and ethical manner, and gain trust through our actions.

Excellence

We encompass the concept of quality in everything we do.

Enthusiasm

We aim to support staff with a passion for providing the highest-level quality service to our clients.

Our Mission

We focus on long term, high quality client relationships by creating strategic partnerships which grow on the foundation of trust.
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Why Work With Us

Five Benefits of Adding Us to Your Trusted Team

Customized Solutions

Extensive Experience

Accessibility, Transparency, Integrity

Advanced Technology

Long Term Vision

Here's Why We're Recommended

I run a business that expanded by leaps and bounds over the years. The journey has been nothing short of a rollercoaster, and Greg and his team have been along for the ride in every way. Choosing a CPA is probably the most important business decision an entrepreneur will ever make. Greg and his firm are extremely knowledgeable.

- Frances K.

The team at SMG is fantastic! We've had nothing but great experiences with their entire staff. I don't know what we would do without them. They're far more to us than just the folks who do our taxes. Our primary advisor, David, is basically family at this point in the way he expresses care for us and our company. They are hands on in our business and have provided a level of expertise, knowledge, and advice that has really helped us improve our company’s performance.

- Tim C.

Butter and Scotch Logo

We're so happy to have found the team at SMG! For years, we worked with a glorified tax preparer who billed himself as a CPA, and got ourselves into some serious cashflow and liability issues as a result. As soon as we signed on with SMG, they found ways to consolidate our debts, find financing, and set up payment plans. They're more expensive than what we were paying previously, and worth every cent. They also help give us a sense of our performance relative to our industry peers, and guidance for future growth.

- Allison K.

We are so happy to have had SMG recommended to us. They are so well versed in the hospitality industry and understand the needs of those in the business.

- Adam V.

This firm has been handling many aspects of our business for 2+ years. Throughout the pandemic, they were the most supportive, thoughtful and understanding team that one can hope to be involved with. Cynthia Cortes is our bookkeeper and is the most responsible and hardworking person! Wesley, Greg and David are the strongest combination that cover every aspect of a business’ finances. I recommend them to every business owner I know.

- Manny A.

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