Our Story Community Involvement Our Augusta, GA Team Our Aiken, SC Team Quick Links Affiliates Financial Calculators Solution-focused Financial Services MORE THAN TAX AND ACCOUNTING SERVICES As one of the oldest and largest accounting firms in the greater Augusta region, we are well known for our services in the areas of tax, accounting, and auditing. In addition, we offer financial planning and wealth management services through our strategic partner Avantax Planning Partners SM . WHO IS Avantax Planning PartnersSM ? Avantax Planning PartnersSM is a national registered investment advisor (RIA) who works with CPA firms and their clients. The Avantax Planning PartnersSM team is comprised of financial planning consultants, portfolio and equity analysts, risk management specialists, a full-service retirement planning team, and more. Their team is an extension of the SME team and we work together to integrate tax, accounting, and financial planning services. WHAT’S IN IT FOR YOU? Investment and risk management audits are a complimentary service and can uncover opportunities. Our comprehensive review ensures an experienced team is looking at the whole picture, rather than piece by piece. Our Guidance Planning Strategies (GPS program) provides a unique financial planning experience developed specifically to your needs. Tax aspects of most investments and life insurance policies are considered in your plan. Knowing your team at SME is working alongside the financial professionals at Avantax Planning PartnersSM provides confidence that you can reach your financial goals and dreams. WHAT CAN YOU EXPECT? Each planning process begins with your SME team and Avantax Planning PartnersSM financial planning consultant learning about your goals, dreams, and what keeps you up at night. Our team will review your current situation and assist with recommendations to help you accomplish what is important to you. NEXT STEPS Contact your SME team to learn more today. Disclosure: Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to SME CPAs. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.