Tax & Accounting Services
At Smith Marion, we provide tailored tax and accounting services designed to support nonprofits and privately held businesses. We take the time to understand your operations, challenges, and goals—so we can deliver solutions that are both practical and strategic. From monthly bookkeeping to custom CFO services, our team ensures your financial records are accurate, timely, and aligned with your organization’s needs. For corporations, we offer comprehensive accounting and business advisory services to help you manage financial operations, improve efficiency, and support growth. Our tax professionals also work closely with you to develop smart, compliant strategies that minimize liabilities and respond to changing regulations. Whether you need day-to-day support or strategic financial leadership, Smith Marion is here to help you stay confident, compliant, and focused on the future.
At Smith Marion, we help you plan for the future with personalized strategies that protect your assets and support your long-term goals. Whether you’re building an estate plan, managing a trust, or preparing for retirement, our team provides tax-efficient solutions tailored to your unique situation—so you can feel confident in the legacy you’re creating.
At Smith Marion, we take the complexity out of partnership tax compliance. Our team understands the unique filing requirements and tax laws that apply to partnerships, ensuring your returns are prepared accurately and submitted on time. With a focus on precision and compliance, we help your organization meet its tax obligations while minimizing the risk of errors or penalties.
At Smith Marion, we provide the accounting, advisory, and tax expertise corporations need to thrive. Our integrated services help businesses streamline financial reporting, improve operational efficiency, and stay compliant with evolving tax regulations. Whether you’re scaling, restructuring, or planning for the future, our team delivers the insight and support to drive lasting success.
Form 990 is a key tool for demonstrating your nonprofit’s transparency and accountability. It provides donors, grantmakers, and other stakeholders with insight into how your organization allocates resources and carries out its mission. At Smith Marion, we ensure your 990 is accurate, timely, and clearly reflects the impact of your work.
Payroll doesn’t have to be a burden. At Smith Marion, we take the stress out of payroll by guiding you through accurate processing, timely submissions, and compliance with tax and labor laws. Our expert team provides the support and advice you need so you can focus on what matters most—running and growing your organization with confidence.
A strong budget is the foundation of smart decision-making. At Smith Marion, we help organizations develop clear, realistic budgets that align with their goals and resources. Our team works with you to create a financial roadmap that supports day-to-day operations, long-term planning, and informed leadership at every level.
Every organization needs financial leadership, but not every team requires a full-time CFO. At Smith Marion, our Outsourced CFO services deliver strategic insight and high-level financial guidance tailored to your goals. From budgeting and cash flow to forecasting and long-term planning, we provide the expertise you need to make informed decisions and drive sustainable growth.
OUTSOURCE
SUPPORT
Outsourcing payroll processing and accounting services to us can provide a multitude of benefits for your company. By entrusting us with tasks such as calculating, distributing, and reporting on employee pay and benefits, as well as bookkeeping, financial statement preparation, and budgeting, your company can free up internal resources and focus on other aspects of running the business that drive growth and profitability. This way, your company can focus on areas such as sales and marketing, product development, or customer service, without having to worry about the time-consuming and complex task of managing employee pay and benefits, and ensuring accurate financial reporting.
Outsourcing these services can also provide a level of expertise and experience that may be difficult to find or afford in-house. We have specialized knowledge of accounting regulations and compliance, as well as industry-specific experience that can help your company make more informed financial decisions. This can provide a level of assurance that your company is operating within legal guidelines and that your employees are receiving the pay and benefits to which they are entitled. Furthermore, outsourcing payroll processing and accounting services also means that your company can be confident that your employees will be paid accurately and on time, which can help to maintain positive employee morale and avoid any issues related to delayed or incorrect payments.
Utilizing our outsourcing services can provide a level of flexibility that may not be possible with an in-house team. For example, your company may only need accounting and payroll services on a part-time or occasional basis, and outsourcing allows you to scale your support up or down as needed, saving time, money and resources for your company.