I’m Pete Wesch, a shareholder and the tax principal at Smith Marion & Company, where I’ve proudly served for 17 years. Our firm has been a cornerstone in the industry for 41 years, initially specializing in nonprofit accounting and tax (https://smcocpa.com/nonprofits/) . By focusing on specific areas rather than trying to be a jack-of-all- trades, we’ve honed our expertise and provided exceptional value to our clients. This specialized knowledge has allowed us to assist clients with more than just basic accounting, earning us invitations to speak at conferences and consult with other CPA firms.

Lifelong Learning and Technological Innovation

At Smith Marion, we prioritize lifelong learning and staying at the forefront of technological advancements. Our dedication to innovation and continuous improvement ensures we provide the best possible service to our clients. This commitment is reflected in our leadership meetings, where we evaluate the firm’s direction and focus on areas where we can enhance client experience. We deliver unparalleled expertise and knowledge by concentrating on specific sectors, such as Housing Authorities.

Comprehensive Tax Services and Estate Planning

Our firm handles business and individual tax returns, each comprising roughly a third of our workload. In recent years, our Housing Authority (https://smcocpa.com/ public-housing-authorities/) segment has seen significant growth. We have dedicated teams specializing in these areas, offering clients much more than basic tax preparation. As our client base ages, there has been a growing emphasis on estate planning and trust management. We ensure that trusts and estates are set up correctly and adhere to the latest tax regulations, providing peace of mind to our clients.

Building Long-Term Client Relationships

Our slogan, “Building Great Relationships,” encapsulates our core philosophy. We aim to foster long-term relationships with our clients, assisting them with all financial matters and providing referrals to trusted service providers when needed. This holistic approach ensures that our clients receive comprehensive support, and our focus on client relationships is the foundation of our success. At Smith Marion, we are committed to being more than just accountants; we are trusted advisors dedicated to helping our clients navigate their financial journeys.