Business Details
43 Years
experience
Trusted Accounting and Business Advisory Services
Established in 1983 by William P. Smith and David B. Marion, our firm operates with a steadfast commitment to delivering high-quality accounting services rooted in relationships, integrity, and expertise. We specialize in audit, tax, and advisory services for nonprofits and privately held businesses, focusing on industries where our experience drives meaningful impact. Our proactive approach ensures clients avoid unexpected challenges through clear communication, strategic planning, and tailored solutions aligned with their unique needs. With over four decades of experience, we prioritize understanding each clients operations to provide practical, strategic financial guidance.Our team of certified professionalsincluding CPAs, EAs, and CFESbrings deep industry knowledge to every engagement, emphasizing compliance, transparency, and long-term success. We serve organizations in Redlands, Lake Arrowhead, and Franklin, offering outsourced CFO services, budgeting support, and specialized audit expertise for housing authorities and nonprofits. Our mission is to empower clients to focus on their core missions while we handle complex financial requirements with precision and care.
Services
Auditing Services
Tax Preparation
Payroll Processing
Outsource CFO
Budgeting Services
Nonprofit Audits
Trust & Estates Planning
Partnership Tax Compliance
Corporate Accounting
Estate Planning
Details
- Year established: 1983
Highlights and features
- We offer over 40 years of specialized expertise in nonprofit and housing authority accounting.
- Our proactive approach ensures zero surprises through transparent communication and compliance.
- We focus on industries where we can make the biggest impact, avoiding generic solutions.
- Our team includes certified professionals with deep experience in audit, tax, and CFO services.
- We prioritize community involvement and tailored guidance for long-term client success.
Services
Auditing Services
Smith Marion specializes in audits for housing authorities and nonprofits, ensuring compliance with HUD regulations and OMB Uniform Guidance. Our experts deliver transparent financial reporting, identify risks, and improve internal controls to support long-term sustainability. Tailored to each clients needs, our process minimizes disruptions while maintaining regulatory adherence.
Outsource CFO
Our outsourced CFO services provide strategic financial leadership for businesses and nonprofits. We offer budgeting, cash flow management, and forecasting tailored to your organizations goals. By aligning financial strategies with operational needs, we help leaders focus on growth while ensuring compliance and fiscal responsibility.
Tax Preparation
We deliver accurate tax preparation and compliance solutions for corporations, partnerships, and trusts. Our team navigates complex tax laws to minimize liabilities and ensure timely filings. Specialized expertise in nonprofit Form 990 filings ensures transparency and compliance with IRS regulations.
Budgeting Services
Our customized budgeting services help organizations create realistic financial roadmaps. We analyze operational needs to develop budgets that support strategic goals, improve cash flow management, and enhance decision-making. By avoiding generic approaches, we ensure financial plans align with your unique challenges.
Payroll Processing
Smith Marion simplifies payroll processing with accurate calculations, timely submissions, and labor law compliance. We handle tax filings and benefit distributions, ensuring employees are paid correctly while reducing administrative burdens. Our services free clients to focus on core business activities.
People
Chad Porter
CEO, CPA, CFE
Chad leads Smith Marion's strategic vision, leveraging his expertise in accounting and fraud examination to guide clients toward financial integrity and growth.
Peter Wesch
EA
Peter specializes in tax compliance and advisory, ensuring clients meet regulatory requirements while optimizing their financial strategies.
Kendra Dockham
CPA
Kendra provides audit and consulting services, focusing on nonprofit and housing authority clients to enhance transparency and operational efficiency.
Cole Monroe
CPA
Cole delivers expert accounting and advisory solutions, helping businesses navigate complex financial landscapes with clarity and precision.
Carlos Carazo
CPA, EA
Carlos specializes in tax and accounting services for nonprofits, ensuring compliance and strategic financial management for long-term success.
Questions
What accounting services does Smith Marion offer?
We provide audits, tax preparation, outsourced CFO services, budgeting, payroll, and compliance support tailored for nonprofits and private businesses.
Do you specialize in nonprofit financial services?
Yes, we specialize in nonprofit audits, Form 990 filings, and CFO services designed to meet unique regulatory and reporting needs.
How do you ensure audit compliance for housing authorities?
Our team follows HUD regulations and OMB guidelines, conducting thorough audits to ensure transparency and regulatory adherence.
Can you assist with corporate tax compliance?
We handle corporate tax filings, partnership returns, and trust planning to ensure compliance and minimize liabilities.
What makes your outsourced CFO services unique?
Our services combine strategic financial leadership with industry-specific expertise, offering tailored solutions without the cost of a full-time executive.
