PROFESSIONAL BUSINESS CONSULTING
Strategic Guidance for Sustainable Business Success
We are the trusted experts in planning the future for you and your business. Our team is highly experienced to help with any and all of your needs. When planning your finances for any area of your work or home life, we can assist you in a variety of ways. Our team focuses in the areas of Tax Planning and Preparation, Business Financial Management and Financial/Estate Planning. We take the time to sit down with you and discuss all of your options to ensure you receive the right Solution.
ABOUT SGA
Empowering Your Business Journey
Unlock the potential of your financial journey with Smith Group Advisors – your reliable beacon for foresight and planning. Boasting a seasoned squadron of experts, we tailor our astute advice to the multifaceted demands of your professional and personal spheres. Specializing in Tax Mastery, Astute Business Strategies, and Insightful Financial Roadmaps, we're committed to charting your course with precision. Dive into a one-on-one consultation and emerge with tailored solutions, perfectly aligned with your aspirations. With Smith Group Advisors, you're not just preparing for the future; you're shaping it. Harness 35-plus years of distinguished Tax, Business, and Financial acumen today.
OUR SERVICES
High Quality Services
We handle end-to-end accounting and payroll functions so your business stays accurate, compliant, and effortlessly efficient.
We deliver independent audits, reviews, and procedures that enhance trust, strengthen credibility, and validate the reliability of your financial reporting.
We guide owners through every stage of exiting a business, maximizing value while ensuring a smooth, strategically aligned transition.
We provide clear, reliable valuations that support sales, mergers, planning, and financial decision-making with confidence and precision.
We craft customized strategies that minimize tax exposure, build long-term wealth, and ensure a smooth, well-orchestrated estate transition.
We provide practical, data-driven guidance to streamline operations, boost profitability, and unlock strategic growth opportunities.
We safeguard and manage assets with unwavering responsibility, ensuring your trusts, estates, and long-term interests are protected with care.
We advise on buying, selling, and leasing operational real estate to optimize cash flow, efficiency, and long-term business performance.
Meet the Team of Professionals
At SGA, we don’t just process numbers — we interpret them to help you see the full story behind your business. Our analytical approach transforms financial data into actionable insight, ensuring you have the reliable information you need to make powerful, informed decisions. We treat every client as if they’re our only client. Through responsive communication, collaborative problem-solving, and genuine care, we aim to make every interaction meaningful, productive, and personal.
CPA / Broker
Director of Marketing & Client Support
Senior Accountant
Senior Accountant
FAQS
What accounting services do you offer?
We offer a comprehensive range of accounting services tailored to meet the unique needs of businesses. Our services include bookkeeping, financial reporting, tax optimization and compliance, payroll management, budgeting and forecasting, audit preparation, and more. Whether you're a small startup or a large corporation, our team of experts can provide the financial support you need to thrive.
How do your fees work, and are they affordable?
Our fee structure is designed to be transparent and competitive. We understand that cost is a concern for many businesses. The exact fees can vary depending on the scope and complexity of the services you require. We offer customized pricing packages to ensure you only pay for the services you need. Our goal is to provide high-quality financial services that are not only effective but also affordable. We're happy to discuss your specific requirements and provide a clear, upfront estimate.
How can I be sure my financial data is secure with your company?
We take data security seriously. Your financial data is treated with the utmost care and protected using industry-standard security measures. Our systems are regularly updated and audited to ensure they meet the highest security standards. Additionally, our team undergoes rigorous training to maintain the confidentiality and integrity of your data. You can trust that your financial information is safe when you partner with us. If you have specific security concerns or questions, please don't hesitate to reach out, and we'll be happy to address them.
TESTIMONIALS
What others are saying
"Great Price"
"I’ve been doing business with him for over 20 years, and he has always been dependable, helpful, and understanding. His commitment to excellent service and genuine care for his clients have made every experience positive. I have nev..."
- Anonymous User
"We have used Smith Group Advisors for our joint Federal and North Carolina income tax returns for several years. We have relied on them to handle the intricacies of our returns thoroughly and ensure that we pay only what we owe. SGA has consistently done this and has always responded quickly to any questions we might have about our returns. They are professional, timely and efficient. We would highly recommend SGA to any prospective clients for their tax and financial strategy requirements."
- Anonymous User
"Reasonable Price"
"I've had the pleasure of working with Smith Group Advisors and Terry Smith for over 20 years. Terry is a true professional and he has guided me through multiple years of tax returns, strategic advice, and tax planni..."
- Anonymous User
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