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

Building Relationships with Passion, Care, & Responsiveness.
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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

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.

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.

Mekelburg's Logo

I am the owner of a small business - A Fine Food & Craft Beer Grocery/Restaurant. Attempting to survive during 2020/2021 in the middle of the Covid Pandemic, in an industry decimated by this virus, without SMG having our back, I would not be writing this review today. Walking us through the PPP, the ERC, the EIDL, guiding us through the mounds of paperwork, culling our payroll data, how many employees prior and current, we could not have done it without their guidance, support, and knowledge.

- Alicia G.

Wes and his team are the best and the only firm I would ever use! Whether you are a startup, new business or legacy company, their team has the technical knowledge and skills to assist you. Most importantly, they are always free after hours and on weekends - literally responsive 24x7x365! I can't say enough good things about their firm and highly recommend them!

- D. Brock

Little Owl Logo

Started with this firm about 2 years ago. Can’t say enough about them. professional, knowledgeable, forward thinking, responsive, really care about their clients. Helping our hospitality company maneuver through this pandemic and onto the next phase has been thoughtful, supportive and most importantly, successful. Looking forward to growing the relationship. Highly recommend!

- Mike P.

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