TAX | LAW | WEALTH MANAGEMENT | INSURANCE Comprehensive… Proactive… Sophisticated… Personalized… Unique strategies for self-employed physicians, software developers, real estate investors, and successful professionals. We help you build and preserve life-long wealth by focusing financial planning, asset preservation, and investment management through the lens of strategic tax planning. Our team offers some of the most cutting edge and innovative strategies in the financial services industry. And thanks to our multi-disciplinary approach, we reach well beyond the limitations of singular financial professionals working in isolation. SMD Consulting & Accounting, LLC combines tax, law, wealth management, and insurance services to provide a specialized family office experience.
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SMD CONSULTING & ACCOUNTING LLC Questions
The SMD CONSULTING & ACCOUNTING LLC annual revenue was $8 million in 2026.
Sean Duncan is the President and Founder of SMD CONSULTING & ACCOUNTING LLC.
8 people are employed at SMD CONSULTING & ACCOUNTING LLC.
SMD CONSULTING & ACCOUNTING LLC is based in Plano, Texas.
The NAICS codes for SMD CONSULTING & ACCOUNTING LLC are [54121, 5412, 541, 54].
The SIC codes for SMD CONSULTING & ACCOUNTING LLC are [872, 87].
Top SMD CONSULTING & ACCOUNTING LLC Employees
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Ashley Fontenot
Director of Operations and People at SMD CONSULTING & ACCOUNTING LLC
Texas, United States34 -
Coleton Hervey
Tax Consultant at SMD CONSULTING & ACCOUNTING LLC
Texas, United States11 -
Brittany Cerny
Accountant at SMD CONSULTING & ACCOUNTING LLC
Richmond, TX, US1 -
Joel Salas
Senior Business and Tax Consultant at SMD CONSULTING & ACCOUNTING LLC
San Antonio, TX, US13 -
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