OUR

STORY

Short and sweet

Smith Marion was founded in 1983 by William P. Smith and David B. Marion in San Bernardino, California with a clear goal: to provide high-quality service built on relationships, integrity, and expertise. That commitment still drives us today.

We don’t just check the boxes when it comes to audit and tax services—we look for the best path forward for each client. That’s why we focus only on the work we do best. If your needs fall outside our strengths, we’ll help connect you with a firm that’s a better fit. But if we are the right fit, we’ll bring the full weight of our knowledge and experience to support your success.

Principals

  • Chad Porter

    CEO, CPA, CFE

    click the image to learn more

  • Peter Wesch

    EA

    click the image to learn more

  • Kendra Dockham

    CPA

    click the image to learn more

  • Cole Monroe

    CPA

    click the image to learn more

  • Carlos Carazo

    CPA, EA

    click the image to learn more

Principal Emeritas

  • David Marion CPA at Smith Marion Tennessee

    David Marion CPA

    CPA

    click the image to learn more

OUR

VALUES

Grow with your Team

Grow with your Team

Challenge Yourself

Challenge Yourself

Foster Innovation

Foster Innovation

Build Expertise

Build Expertise

Lead by Example

Lead by Example

Fulfill Commitments

Fulfill Commitments

Expertise You Can Rely On

At Smith Marion, we understand the unique challenges non-profits and public housing authorities face—from ever-changing regulations to limited resources and complex reporting requirements. With over 40 years of experience, we’ve built our services around what matters most to these industries: auditing, strategic planning, and CFO services. Our team is here to provide reliable guidance and tailored solutions that help you stay compliant, plan ahead, and make confident financial decisions.

Contact Us

Let’s connect to discuss how we can support your business goals and help you navigate your financial journey with confidence.