Insights

Niche Clients SMG targets business clients and high net worth individuals across various industries, suggesting sales opportunities in tailored tax planning, IRS representation, and comprehensive accounting services for both individuals and businesses.

Small Firm Advantage With a lean team of 2-10 employees, there is potential to upsell scalable, outsourced accounting and advisory packages designed for small and growing firms that can be delivered efficiently through cloud-based tools.

Tech Enablement Adoption of Microsoft 365, Google Cloud, and secure web technologies indicates readiness for digital collaboration, data analytics, and automated tax/financial workflows that can be leveraged to offer faster turnaround and enhanced compliance services.

Revenue Growth Current revenue range suggests room to expand service lines such as tax planning, IRS representation, and business consulting for mid-market clients seeking structured advisory support and risk management.

Competitive Positioning Position SMG as a locally and nationally trusted advisor in taxation and accounting for high-net-worth individuals and SMEs, differentiating through personalized service, risk management, and cross-functional advisory capabilities.

Similar companies to SMG Tax, Accounting & Advisory Group

SMG Tax, Accounting & Advisory Group Tech Stack

SMG Tax, Accounting & Advisory Group uses 6 technology products and services including Microsoft 365, Google Cloud, Lua, and more. Explore SMG Tax, Accounting & Advisory Group's tech stack below.

  • Infrastructure As A Service
  • Lua
    Programming Languages
  • GoDaddy
    Web Hosting
  • Nginx
    Web Servers
  • OpenResty
    Web Servers

SMG Tax, Accounting & Advisory Group's Email Address Formats

SMG Tax, Accounting & Advisory Group uses at least 1 email format:
SMG Tax, Accounting & Advisory Group Email FormatsExamplePercentage
First@smgtaxgroup.comJohn@smgtaxgroup.com
100%

Frequently Asked Questions

What is SMG Tax, Accounting & Advisory Group's official website and social media links?

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SMG Tax, Accounting & Advisory Group's official website is smgtaxgroup.com and has social profiles on LinkedIn.

How much revenue does SMG Tax, Accounting & Advisory Group generate?

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As of October 2026, SMG Tax, Accounting & Advisory Group's annual revenue is estimated to be $1M - $10M.

What is SMG Tax, Accounting & Advisory Group's SIC code and NAICS code?

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SMG Tax, Accounting & Advisory Group's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does SMG Tax, Accounting & Advisory Group have currently?

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As of October 2026, SMG Tax, Accounting & Advisory Group has approximately 3 employees across 3 continents, including North America, Africa and Europe. Key team members include Principal, CPA: S. G. Explore SMG Tax, Accounting & Advisory Group's employee directory with LeadIQ.

What industry does SMG Tax, Accounting & Advisory Group belong to?

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SMG Tax, Accounting & Advisory Group operates in the Accounting industry.

What technology does SMG Tax, Accounting & Advisory Group use?

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SMG Tax, Accounting & Advisory Group's tech stack includes Microsoft 365, Google Cloud, Lua, GoDaddy, Nginx and OpenResty.

What is SMG Tax, Accounting & Advisory Group's email format?

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SMG Tax, Accounting & Advisory Group's email format typically follows the pattern of First@smgtaxgroup.com. Find more SMG Tax, Accounting & Advisory Group email formats with LeadIQ.

When was SMG Tax, Accounting & Advisory Group founded?

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SMG Tax, Accounting & Advisory Group was founded in 2013.
SMG Tax, Accounting & Advisory Group logo

SMG Tax, Accounting & Advisory Group

AccountingCalifornia, United States2-10 Employees

SMG Tax, Accounting & Advisory Group is a small accounting practice based in San Diego, California. It serves business clients and high net worth individuals across multiple industries, with services offered locally and nationally. The firm provides tax preparation, tax planning, IRS representation, and comprehensive accounting and bookkeeping for individuals and businesses. Its team covers taxation, accounting, risk management, consulting, and finance.

In the accounting sector, SMG positions itself as a provider of tax and advisory services for individuals and businesses facing diverse financial and regulatory needs. Based in the San Diego area, the firm serves clients across a national client base.

Section iconCompany Overview

SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    SMG Tax, Accounting & Advisory Group's revenue is estimated to be in the range of $1M - $10M

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