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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.

WHO IS Avantax?

Avantax is a national registered investment advisor (RIA) who works with CPA firms and their clients. The Avantax 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 specific 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 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 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. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax. Avantax is independent of and unrelated to SME CPAs.

Contact Us

Have a question or want to discuss your specific need? Contact Us or submit your inquiry using the form below.