Vision & Mission

SMD Financial Group LLC will be known for having provided delight for its more than a million customers in the area of Financial success in the next decade.

Our mission is to help our clients make the best possible financial decisions with focused planning and execution.

We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.

Who We Are

SMD Financial Group LLC is a tax and accounting company headquartered in Atlanta, USA. Our experienced staff of professionals includes Certified Public Accountants,( CPA), Enrolled Agents, other professional staff with investment advisory licenses

Our team is ideally equipped to provide the best in class solutions to our clients. The company’s goal is to drive the best value for its clients by providing professional solutions that utilizes the best possible innovation and practical insight

Our Valued Services

SMD Financial Group provides a variety of services including:

Income Tax Preparation for small to mid-sized businesses and individuals

Monthly Bookkeeping and financial statement presentations

Tax & Investment Planning and compliance

Start-Up Packages for new businesses up to $ 1 million in revenue annually

Tax Services:

  • Business and Personal Tax services include income tax preparation, compiling and e-filing of tax returns (Form 1040,1065,1120,1120S,990)
  • Personal Tax Consulting and planning
  • Management of tax records and compile tax details for audit support
  • Communicating with tax authorities (IRS and State Authorities) and provide necessary tax support on regular tax matters

Bookkeeping Services:

  • Monthly reconciliations of bank statements and financials
  • Accounts Receivables and Payables management services
  • Payroll processing services

Small Business Services:

  • Registration and incorporation of businesses in the US
  • We offer such as Start up Packages for new businesses up to $1 million in revenue annually

Team:

Chief Financial Officer:

Subashini Kalyanasundaram

  • Certified Public Accountant( Licensed to practice in Georgia and Delaware), IRS Enrolled Agent, Masters in Business Administration Concentration in Finance and Investments,
  • Specialties : Individual and Business Taxation, Expatriate Taxation, Tax Planning and Compliance and Bookkeeping functions

Advisors:

B Kalyanasundaram

  • Practising Chartered Accountant in India for over 40 years
  • Senior and Managing Partner of  Kalyanasundaram & Co ( A reputed Firm In Chennai, India)
  • Member of Institute of Chartered Accountants of India
  • Specialities- Taxation, Audits ( Statutory Audits, Internal Audits and Business Advisory

Advisors:

S Vaidyanathan

  • Astute Professional with 35 years of experience in Banking operations, client management and Human Resource management
  • Worked for UCO Bank ( One of the top Nationalised Banks in India) for 35 years
  • Specialities- International Banking/Trade Finance, Corporate Lending, Internal Control/Risk Management, Micro Finance and Retail Lending

Testimonials:

Milin S

I go to one of the CPAs with tax questions all the time. And always get valuable advice.
2019-10-23T20:20:26+00:00
I go to one of the CPAs with tax questions all the time. And always get valuable advice.

Ashok S

Subhashni is very knowledgeable and knows how to help different Clint's in their business. She straightened my books in no time. Her team is very helpful and if you need anything they respond quickly.
I'm glad I found SMD financial group.I Will recommend to my friends. Great job Subha
2019-10-23T20:21:06+00:00
Subhashni is very knowledgeable and knows how to help different Clint's in their business. She straightened my books in no time. Her team is very helpful and if you need anything they respond quickly. I'm glad I found SMD financial group.I Will recommend to my friends. Great job Subha

Michele G.

I have known Suba for about two-and-a-half years.  She exemplifies extremely high ethical values and integrity. She communicates in a respectful, straightforward, helpful, way  that is very refreshing and  easy to be around. Although she doesn't do my taxes because I've had the same accountant for 30 plus years, I have recommended her. The people used her for tax prep work and are very satisfied and will continue. She was extremely thorough, efficient and fast.
2019-10-23T20:21:50+00:00
I have known Suba for about two-and-a-half years.  She exemplifies extremely high ethical values and integrity. She communicates in a respectful, straightforward, helpful, way  that is very refreshing and  easy to be around. Although she doesn't do my taxes because I've had the same accountant for 30 plus years, I have recommended her. The people used her for tax prep work and are very satisfied and will continue. She was extremely thorough, efficient and fast.

Sandy P

They were really able to help my business when I needed it.  Subha is great at what she does!
2019-10-23T20:20:47+00:00
They were really able to help my business when I needed it.  Subha is great at what she does!

Contact Us

Postal Adress: 1050 Crown Pointe  Parkway,  Suite 500 Atlanta GA – 30338, USA

Phone:  404-504-7056

Email: info@smdgrp.com

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