Earning trust.

We can provide expert guidance.
Our fiduciary assistance services ensure that you meet your legal and financial obligations with confidence and accuracy.

Building Great Relationships

At Smith Marion, we’re grateful for the trust you place in us. We know you have options, and we don’t take it lightly that you’ve chosen to partner with our team. Strong relationships are at the core of how we work. Your feedback helps us grow, improve, and continue providing services that support your success. Thank you for being part of our story—we’re honored to support yours and look forward to what we’ll accomplish together.

CLIENT

PORTALS

Tax Portal

Upload your tax documents.

Our tax document upload portal is an online tool that enables users to easily and securely upload their tax documents for processing and review by our professionals, saving time and effort during the tax filing process.

Fiduciary Portal

Upload and/or download your fiduciary files.

Our fiduciary portal is a secure, easy-to-use platform that allows clients to upload and manage trust and estate documents with confidence. Designed to streamline communication and document exchange, the portal helps ensure timely, organized collaboration with our team—saving you time while protecting sensitive information.

Payment Portal

Pay your bill.

Pay your invoice online via EFT/bank debit, credit card, or set-up financing. When you click the button below, you’ll be redirected to the SmithMarion Client Payment Portal on the QuickFee website.

Video Portal

View our library of videos.

Our YouTube accounting video library offers a range of educational videos for individuals and small businesses to improve their financial understanding and management. It covers topics such as basic accounting, financial statements, bookkeeping, taxes, and more in a easy to follow format.

Insights & News

  • Outsourced CFO Services in California: Expert Financial Leadership for Growing Businesses

    Businesses need strong financial management to succeed. Many small and mid-sized companies struggle with cash

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  • How to Prepare for a Payroll Audit in California

    A payroll audit reviews a business’s payroll records to ensure compliance with California labor laws

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  • bills of money and checks for employees - avoid payroll mistakes

    10 Payroll Mistakes That Can Cost Your Business (And How to Avoid Them)

    Payroll management is one of the most critical functions of running a business, yet even

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  • A professional CPA discussing types of fiduciaries with the elderly couple in California

    Types of Fiduciaries: Trustee, Power of Attorney, Guardian—What’s the Difference?

    In estate planning and elder care, it's important to understand the different types of

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  • fiduciary advisor in California explaining to senior couple what is a fiduciary and how it can help them

    What Is a Fiduciary and Why Do Seniors Need One?

    Our financial and legal responsibilities don't go away as we age—they often become more complex.

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  • estate accountant explaining to the senior couple about the new AB 2016 guidelines

    Navigating Trust Needs in 2025: Understanding California’s New AB 2016 Guidelines

    Planning ahead created peace of mind. As of April 1, 2025, California raised the estate

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Contact Us

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