Advisory and Consulting
Practical, data-driven guidance to streamline operations, boost profitability, and unlock sustainable strategic growth opportunities.
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Professional Business Consulting & CPA
Strategic Guidance for Sustainable Business Success
We’re your go-to strategists for building a future-proof financial roadmap — personal or business, we’ve got the heavy lifting covered. From tax planning and attestation to business financial management, valuations, and exit strategies, our team delivers tailored solutions aligned with your long-term vision.
400+
Clients Served
35+
Years Experience
100%
Confidential & Tailored
Schedule a Consultation
Connect directly with Terry Smith and our senior team. We will respond promptly to review your unique financial needs.
400+
Clients Served Across NC & Nationwide
35+ Years
Distinguished Accounting & Brokerage Acumen
Dual Expertise
Licensed CPA Practice & Business Brokerage
Fiduciary Trust
Confidential, Data-Driven Protection
Over 35 Years of Experience
Our Core Accounting & Advisory Services
Whether you are launching your first business, scaling operations, or orchestrating a high-value transition, we provide end-to-end financial expertise.
Accounting & Payroll
End-to-end accounting and payroll functions to ensure your business remains compliant, precise, and effortlessly efficient.
Learn MoreAttestation
Independent audits, reviews, and procedures that enhance trust, strengthen credibility, and validate the reliability of your reporting.
Learn MoreFinancial, Tax & Estate Planning
Customized tax reduction strategies and wealth blueprints that preserve assets and prepare smooth, well-orchestrated transitions.
Learn MoreExit Strategies
Expert guidance through every stage of exiting a business, maximizing transaction enterprise value with complete confidentiality.
Learn MoreBusiness Valuations
Clear, defensible business valuations supporting sales, mergers, partner buyouts, and strategic decision-making with precision.
Learn MoreBusiness Owned Real-Estate
Strategic counsel on purchasing, selling, or leasing operational commercial property to optimize cash flow and asset protection.
Learn MoreFiduciary after Consulting
Safeguarding and managing assets with strict fiduciary care, ensuring trusts, estates, and long-term interests remain protected.
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Receive the Right Solution
Terry Smith, CPA / Business Broker
Trusted Experts in Planning the Future for You and Your Business
Smith Group Advisors serves as a reliable beacon for foresight and planning. We tailor our advice to meet both your professional and personal aspirations, specializing in Tax Mastery, Astute Business Strategies, and Insightful Financial Roadmaps.
Backed by over 35 years of distinguished experience, Terry Smith brings an uncommon synthesis of public accounting rigor and business transaction capability as an affiliate of Transworld Business Advisors. Every strategy is built around your individual growth and transition milestones.
Are You Ready?
Why Choose Smith Group Advisors
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 needed to make powerful decisions.
We treat every client as if they are our only client. Through responsive communication, collaborative problem-solving, and genuine care, we aim to make every interaction meaningful, productive, and personal.
Responsive Communication
Direct access to seasoned advisors who reply promptly and respect your deadlines.
Actionable Financial Intelligence
Turning dry spreadsheets into clear operational roadmaps and tax-minimizing moves.
From Formation to Exit
Guidance through company setup, annual tax optimization, growth financing, and ultimate sale.
Beyond The Numbers and Beside YOU.
"Our philosophy is rooted in partnership. Many accounting firms see tax returns as an annual transaction. We view your balance sheet as a dynamic blueprint for lifelong financial independence, wealth protection, and generational legacy."
Terry Smith, CPA
Managing Member & Founder
Our Roster
Featured Talent
Meet the experienced, dedicated professionals driving results and personal care for every client.
Terry Smith
CPA / Broker
Founder with 30+ years leading financial advisory, tax strategy, and M&A brokerage across Eastern NC.
CPA
NC Broker
BS CompSci/Acct
Jania Hall
Director of Marketing & Client Support
Ensures exceptional client onboarding, responsive communication, and strategic outreach initiatives.
Client Care
Operations
Tabatha Miggins
Senior Accountant
Specializes in advanced financial reporting, multi-entity tax preparation, and general ledger compliance.
Senior Accountant
Tax Review
Gladys Sanders
Senior Accountant
Delivers comprehensive payroll management, attestation procedures, and corporate bookkeeping oversight.
Senior Accountant
Payroll Specialist
Testimonials
What Others Are Saying
Client relationships built over decades on dependable advice, integrity, and personal dedication.
★★★★★
"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 never been disappointed and highly recommend him."
★★★★★
"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 planning. I highly recommend Terry and Team as they go above and beyond to take care of their clients!"
★★★★★
"Timely & Efficient"
"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. Professional, timely and efficient."
★★★★★
"Always Able to Help"
"Terry and his team are amazing. Always willing and able to answer questions. Highly recommend."
Common Questions
Frequently Asked Questions
Transparent insights on our accounting services, pricing model, and client data protection.
Our fee structure is designed to be transparent and competitive. We understand that predictable cost is essential for businesses. Exact fees depend on the specific scope, volume, and complexity of your requirements. We offer customized service packages so you only pay for what your business actually needs, accompanied by a clear, upfront estimate before work begins.
We take data security with extreme seriousness. Your financial records are treated with the highest confidentiality and protected using industry-standard encrypted storage and transmission protocols. Our systems are regularly updated and audited to ensure they meet stringent security standards, and our staff adheres strictly to the CPA Code of Professional Conduct.
Ready to Build Your Sustainable Financial Roadmap?
Schedule your initial consultation with Terry Smith and the SGA team today to discuss tax strategy, payroll, or business transitions.