Large enough to meet all your financial needs.
Small enough to know your name when you call.

 


The services offered by SMG go far beyond what is normally found in an accounting office. The reason is simple: client's needs have changed over time, and SMG has changed to meet those needs. The services include:

  • Taxes – both business and individual
  • Tax research
  • Tax aspects of reorganizations and mergers
  • Tax audits
  • Evaluating new tax statutes and regulations
  • Tax projections
  • Financial planning
  • Merger and acquisition studies
  • Financial forecasting and profit planning
  • Business valuations
  • Litigation support
  • Stock option analysis
  • Budgeting and cost control
  • Evaluating internal accounting controls
  • Financial statement analysis
  • Insurance and business loss claims
  • Estate planning and administration
  • Retirement planning
  • Identification of potential funding sources
  • Consulting for bankruptcies
  • Preparation of estate and trust tax returns
  • Expert testimony
  • Forensic accounting
  • Insurance consulting (health, life and casualty)
  • Personal asset management
  • Speakers bureau
  • Succession planning

The SMG partners combined have more than 100 years of experience.

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