SMD Consulting and Accounting, LLC

SMD Consulting and Accounting, LLC TAX | LAW | WEALTH MANAGEMENT | INSURANCE

We are a CPA firm specializing in *proactive* business, tax, and wealth planning for self-employed physicians, software developers, and other successful professionals.

09/04/2026
Choose your clients. Choose your future.That was one of the central messages behind Sean’s presentation at GrowCon 2026....
08/31/2026

Choose your clients. Choose your future.

That was one of the central messages behind Sean’s presentation at GrowCon 2026. Building a successful firm is not just about growth. It is about being intentional about the clients you serve, the team you build, and the life you want that business to support.

Universal Accounting School recently featured Sean and the story behind how he built SMD with that philosophy in mind. Check out the full article below! 👇
https://universalaccountingschool.com/choosing-the-right-client-sean-duncans-blueprint-for-building-an-accounting-firm-around-the-life-you-want/

🌟 Employee Spotlight: Jaynyne Chavez 🌟Meet Jaynyne, our Tax Preparer here at SMD Consulting & Accounting! Jaynyne’s favo...
08/28/2026

🌟 Employee Spotlight: Jaynyne Chavez 🌟

Meet Jaynyne, our Tax Preparer here at SMD Consulting & Accounting! Jaynyne’s favorite part of helping clients is working with people who are engaged, involved, and communicate throughout the process. She loves when it feels less like simply providing a service and more like working alongside our clients as a team, building strong relationships along the way.

🍵 Her go to work fuel: A good matcha.
🌊🎬 How she unwinds: Taking a walk by the lake or settling in with a good suspense movie or show.

Jaynyne is truly one of the backbones of our team. Her attention to detail, reliability, and genuine care for our clients make such an impact on SMD, and we’re incredibly grateful to have her on our team. 💙

A vehicle weighing over 6,000 pounds does not automatically equal a 100% tax deduction. Business use, vehicle type, when...
08/25/2026

A vehicle weighing over 6,000 pounds does not automatically equal a 100% tax deduction. Business use, vehicle type, when it is placed in service, and the specific deduction rules all matter.

Making a purchase based on an oversimplified tax tip can create an expensive mistake and unnecessary audit risk. Before buying a vehicle for the tax benefit, talk with your tax professional (or us 😉) about what actually applies to your situation.

08/21/2026

Your entity choice affects more than which tax return you file. 📑

It can influence how income is taxed, how you pay yourself, and which planning opportunities may fit your goals. Our team can help you understand which structure makes sense and when it may be time to make a change!

Numbers can add up while still telling the wrong story.🤔 A detailed review helps catch duplicate, missing, or misclassif...
08/18/2026

Numbers can add up while still telling the wrong story.🤔 A detailed review helps catch duplicate, missing, or misclassified transactions before they affect your reports and tax return. Our bookkeeping team is here to help make sure your books are truly accurate!

A deduction can save you money on taxes, but that doesn’t automatically make it the right move. Good tax strategy consid...
08/14/2026

A deduction can save you money on taxes, but that doesn’t automatically make it the right move. Good tax strategy considers the bigger picture and whether today’s decisions actually support where you want to go. ➡️

And if you’re not quite sure what those goals should look like yet, we are here to help you figure that out, too!

Address

5550 Granite Parkway, #170
Plano, TX
75024

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14692524547

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