About Smith Marion & Co.

We are a medium-sized accounting firm with audit and tax solutions for businesses, housing authorities, and non-profit entities. Our auditing expertise is in housing authority audits, tax credit property audits, and non-profit audits. Our tax expertise is in business and non-profit entities, management and business consulting, and income tax preparation for high net worth individuals. We are committed to making the complex understandable!

We Build Expertise

We don’t provide audit and tax solutions simply because we are asked. We accept work because we are confident we are the best fit for the project. If we do not feel that we are the best fit for you specific situation, we’ll will refer you elsewhere. Because, we are that committed to you.

This mindset started with our founders, William P. Smith and David B. Marion. When they started SMCO in 1983, they were not interested in being an all-service accounting firm. Their passion was to do work that best fit their knowledge and expertise.

Certified Public Accountant

A Successful Business Model

Bill and David established our business model (to do work that best fit their knowledge and expertise) and it has prospered. We have clients who have been with us for over 20 years! And as we have grown, we have expanded our auditing and tax solutions. However, our mission remains the same: to build great relationships.

One way that we’ve expanded is by establishing separate audit and tax departments. This ensures that you have an industry expert prepare your work — they won’t be distracted by conflicting deadlines between departments. Also, having two departments gives employees a chance to become an expert in a specialized field.

Providing Services all over the Map

We are physically located in California and Tennessee, and practice in Texas, Missouri, Pennsylvania, Florida, Michigan, Kentucky, South Carolina, North Carolina, and Mississippi. We have also traveled all over the world for clients. Don’t see your state? No worries! We are able to get a permit to operate in your state — contact us today!


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)

auditing and tax solutions