Company Profile

Smith Marion & Co., accounting firm is a firm of over thirty people operating primarily in the Inland Empire and Southern California. The firm is licensed in California, Tennessee and Kentucky and has practice privileges in Idaho and Utah.

It was founded in 1983 by William P. Smith and David B. Marion.  The company has focused its resources on providing quality service to their clients.  Many of the clients have been with the firm since inception and enjoy a great working relationship.

We have ample staff to manage your projects in a timely fashion, with 9 licensed CPA’s supported by over 17 professional staff members, and five support personnel.

Our Audit and Review department is headed by three partners, with over 50 years in combined experience with nonprofit organizations. Our audit staff are kept free from the tax rush and other monthly and quarterly deadlines and are therefore, dedicated solely to our audit clients!

The Tax Department maintains two IRS licensed Enrolled Agents (EAs) and three CPAs, responsible for individual and corporate tax preparation, nonprofit tax filing services and general accounting services.

Smith Marion & Co. is also member of the following professional associations:

  • American Institute of Certified Public Accountants (AICPA)
  • Private Company’s Practice Section (PCPS) of the AICPA
  • Government Audit Quality Center (GAQC) of the AICPA
  • California Society of CPAs (CalCPA)
  • Association of Certified Fraud Examiners (CFE)
  • Communities Associations Institute (CAI)

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