Archives for August, 2017

SMCO Employee Carlos Carazo Receives Enrolled Agent License

August 28, 2017 – Smith Marion & Company is pleased to announce that Carlos Carazo has received his license as an Enrolled Agent (EA), making him the newest addition to our team of licensed staff. Carlos has been a hardworking member of the firm’s tax department, and will now be taking on his own clients as he steps into his new role as an EA with the firm.

Becoming an EA involves taking a series of three exams and passing each of them successfully in order to demonstrate a wide knowledge of tax relevant information. Prior to taking these exams, Carlos was able to gain firsthand experience working with tax returns. To expand upon that experience and ensure his success, Carlos enrolled in an EA program that gave him access to high quality educational tools.

He says that he is “excited for the new responsibilities that come with the new role,” and hopes to provide clients with a high-quality service and an overall positive experience. He recognizes that taxes can be a difficult time of year for a lot of people, but he hopes to make the whole experience as easy as possible for clients, even if there is nothing that he can do about their taxes owed.

Carlos will be taking over many of the clients who worked with Janet Smith, who retired from Smith Marion & Company earlier this year. This upcoming tax season will be Carlos’ first tax season on his own, and while he admits to being somewhat nervous, he feels confident in his abilities.

Smith Marion & Company offers a warm congratulations to Carlos for his accomplishment, and is excited to move into tax season with another high caliber licensed staff on the team.


Kendra Dockham Receives Non-Profit Certification

Smith Marion & Company is pleased to announce that Kendra Dockham, CPA has completed a certification program in providing audit services to not‐for‐profit entities. The Not‐for‐Profit Certificate Level I is a 40‐hour course offered by AICPA, and certification requires passing a series of exams to demonstrate knowledgeability in several key concept areas.

The certification program covers four main tracks: an introduction to not‐for‐profit entities, an accounting and financial reporting track, a tax‐compliancy track, and a governance and assurance track. The course supplemented Kendra’s experience in working with non‐profits, and allowed her to expand her skill set to offer the highest quality audit possible from engagement to finalization.

Auditing not‐for‐profit entities is often more of an involved process than for‐profit entities, and requires extra effort on the auditor’s part to ensure a that organizations are in compliance with governing standards. Kendra, who has been auditing not‐for‐profit entities for almost five years, does not mind the extra effort, and says that she “enjoys being a small part of the huge impact that non‐profits make in our communities.”

Kendra’s accomplishments are a testament to Smith Marion & Company’s mission of being an industry leader, and of providing the highest possible level of service to our clients. When asked about the motivation behind taking the certification course, Kendra responded by saying: “I am inspired everyday by the great programs and outcomes that our clients achieve and want to be able to provide them with the highest level of accounting knowledge possible.”

Smith Marion & Company hopes to continue to strive for excellence in service to our clients, and appreciates the efforts that Kendra has made to better herself in her field.