SM Financial & Consulting, LLC

SM Financial & Consulting, LLC Our long-term mission and desire is to assist and equip individuals, families and small businesses in financial related areas with a specialty in Tax Returns.

Sergio Melgar founded SM Financial in 1999 and has spent the last 25 years providing excellent Tax Preparation, Financial & Tax Advisory and Bookkeeping services. We firmly believe that in order to achieve financial soundness for our clients, we must provide not only excellence of service but also a personal relationship that is based on integrity and trust.

Sergio Melgar
09/01/2026

Sergio Melgar

We have moved!!!After signing a lease back in Feb we were informed in March that our building got sold and we needed to ...
09/01/2026

We have moved!!!

After signing a lease back in Feb we were informed in March that our building got sold and we needed to move out of our offices.

I panicked so I prayed and thankfully they allowed us to stay until after our crazy tax season and we were able to find a new location one a block away.
Thanks to an amazing moving team we landed in a better space.

Now we have:

Covered parking
A very nice a private waiting area
A great conference room
And huge windows for our office
Two free months to help with moving expenses.

Thank you to my moving team and of course to Jesus who makes
“All things work together for the good of those who love Him… ❤️
Rom 8:28

🙏

Feeling grateful 🙏
04/19/2026

Feeling grateful 🙏

We survived another tax season and even though it was a tough one
I could not be more grateful for my team that could only come from heaven. I call them my 3 angels
Or Sergio’s angels.😇 😉🙌
Audreanna Christine Heather Gilchrist Jane Kim.
Also thank you to our other team members David Luna, Taylor Sikora and Jack Jack for helping us make it to the finish line.
Could not have done it without them but most importantly without God’s supernatural strength🙏

We survived another tax season and even though it was a tough one I could not be more grateful for my team that could on...
04/19/2026

We survived another tax season and even though it was a tough one
I could not be more grateful for my team that could only come from heaven. I call them my 3 angels
Or Sergio’s angels.😇 😉🙌
Audreanna Christine Heather Gilchrist Jane Kim.
Also thank you to our other team members David Luna, Taylor Sikora and Jack Jack for helping us make it to the finish line.
Could not have done it without them but most importantly without God’s supernatural strength🙏

Address

2727 LBJ Freeway Suite 212-8
Farmers Branch, TX
75234

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