A planning partner — not a tax preparer.
Tax advisory, wealth architecture and generational planning designed around the realities of healthcare professionals and business owners.
Planning-first guidance for complex financial lives.
Michael is the Managing Partner of SMEED CPA, Inc. and founder of the D.E.C.I.D.E.™ system. He leads tax advisory, wealth architecture and generational planning for IDD agency owners, physicians, dental practice owners and healthcare entrepreneurs across the country.
His practice is built on a simple premise: high earners deserve a planning-first relationship, not reactive filing. Every engagement is led personally by Michael and supported by a credentialed team.
Strategy before filing.
The relationship is designed around forward-looking planning, coordinated decisions and structures that support both current objectives and long-term wealth.
Planning First
Important tax and financial decisions are considered before the return is prepared, rather than explained after the year has already ended.
Coordinated Strategy
Tax planning, entity structure, wealth decisions and generational objectives are considered as connected parts of one financial system.
Long-Term Perspective
The goal is not limited to one filing season. Planning is built around preserving, growing and transferring wealth over time.
Specialized around healthcare and human services.
Michael’s planning work is focused on professionals and business owners whose income, entities and long-term financial decisions require more than reactive tax filing.
IDD & Waiver Agency Owners
Planning around agency ownership, workforce structure, compensation, growth, succession and long-term wealth.
Physicians
Coordinated planning for practice income, entity structure, retirement strategies, real estate and wealth transfer.
Dentists
Strategy for practice ownership, equipment investment, expansion, associate transitions, succession and exit.
Healthcare Business Owners
Planning for complex business income, workforce decisions, acquisitions, growth and family wealth objectives.
Personally led and built around your circumstances.
Every engagement begins with understanding your financial profile, business structure and long-term objectives before recommendations are developed.
Start with a confidential strategy conversation.
Book a strategy call to discuss your current structure, annual tax exposure and long-term financial objectives with SMEED CPA, Inc.
Book a Strategy Call