January 30th 2014, —Smith Marion & Co. employees Kendra Dockham and Roxanne Garcia are volunteering with the VITA Program at Cal State San Bernardino the weekends of January 25th and February 1st.  VITA was founded in 1971, by Gary Iskawitz. The program offers free tax preparation to low income individuals and families, for non-English speakers, low-income elderly and the disabled.

The Cal State San Bernardino VITA site is primarily run by student volunteers; Dockham and Garcia will be supervising the students as they prepare for the program.  VITA volunteers are trained and certified by the IRS prior to volunteering.  Currently there are over 12,000 VITA locations and every year they provide over 100,000 free tax returns in communities all over the country.

Daniel Gregory, Firm Administrator at Smith Marion & Co. says, “VITA is a wonderful program. I am very excited that Smith Marion & Co. is able to partner with VITA and be a part of the great work they are doing.”

Kendra Dockham, Senior Associate at Smith Marion & Co., graduated from California State San Bernardino in 2011 with a Bachelors of Science in Business Administration and a concentration in Accounting.  Dockham began her career with Smith Marion & Co. in June 2012 specializing in auditing and accounting for government and non-profit clients.

Roxanne Garcia, Senior Associate at Smith Marion & Co., has been working with the company since July of 2008.  She graduated from California State San Bernardino in 2006 with a Bachelors of Science in Business Administration and a concentration in Accounting.  Garcia specializes in auditing and tax preparation for non-profit businesses.